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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

719 managers (723 13F filers) reported a position in XLRE shares at 2025-06-30, 139,723,893 shares in all. 59 filers opened a position and 84 filers sold out during the quarter.

Managers
719
13F filers
723
New
59
Added
263
Reduced
280
Sold out
84
Shares held by filers
139,723,893

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Conservest Capital Advisors, Inc.10,752$445K0.04%+4,76713F-HRTimeline
Mystic Asset Management, Inc.10,613$440K0.11%+87213F-HRTimeline
DT Investment Partners, LLC10,558$437K0.04%-4,80113F-HRTimeline
Cullen Capital Management, LLC10,453$433K<0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,252$425K0.12%+1,46013F-HRTimelineGroup
Financial Advocates Investment Manageme…10,089$418K0.03%-12,11813F-HRTimeline
OKABENA INVESTMENT SERVICES INC10,062$417K0.09%+24113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…10,033$416K<0.01%-3,62513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,032$416K<0.01%+4,12013F-HRTimeline
Fairvoy Private Wealth, LLC10,027$415K0.1%-3913F-HRTimeline
GeoWealth Management, LLC9,960$413K0.02%-16,26213F-HRTimeline
Clear Creek Financial Management, LLC9,897$410K0.04%+2,15713F-HRTimeline
HBW ADVISORY SERVICES LLC9,865$409K0.05%-9113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,754$404K0.03%+55713F-HRTimelineGroup
Cresset Asset Management, LLC9,675$401K<0.01%-6,58013F-HR/ATimeline
Independence Bank of Kentucky9,663$400K0.06%-1,16113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,519$391K0.01%+81513F-HRTimelineGroup
Apexium Financial, LP9,421$390K0.02%+213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.9,416$390K0.08%-4,02713F-HRTimeline
BLB&B Advisors, LLC9,383$389K0.02%-18,29313F-HRTimeline
Wealth Advisory Solutions, LLC9,374$388K0.1%+13613F-HRTimeline
Piedmont Capital Management, LLC9,311$386K0.22%-34,92613F-HRTimeline
Bonfire Financial9,307$385K0.32%+80413F-HRTimeline
Cranbrook Wealth Management, LLC9,262$384K0.08%-41013F-HRTimeline
PLIMOTH TRUST CO LLC9,247$383K0.09%+91613F-HRTimeline
Sovran Advisors, LLC9,206$381K0.04%+1,81113F-HRTimeline
Roberts Wealth Advisors, LLC9,109$377K0.11%+25913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV9,049$375K0.11%+21813F-HRTimeline
Mechanics Bank Trust Department9,049$375K0.05%-1,60513F-HRTimeline
Tandem Wealth Advisors LLC8,952$371K0.18%+4713F-HRTimeline
TD Capital Management LLC8,855$367K0.03%+7813F-HRTimeline
Snowden Capital Advisors LLC8,771$363K0.01%-2,17013F-HRTimeline
United Asset Strategies, Inc.8,771$363K0.03%-213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,766$363K0.01%-33013F-HRTimeline
Wambolt & Associates, LLC8,698$363K0.12%-21113F-HRTimeline
WMG Financial Advisors, LLC8,750$362K0.13%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,694$360K<0.01%+2,77313F-HRTimelineGroup
M.E. ALLISON & CO., INC.8,616$357K0.29%+36713F-HRTimeline
Marks Group Wealth Management, Inc8,596$356K0.03%new13F-HRTimeline
WealthTrak Capital Management LLC8,592$356K0.3%+23513F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…8,579$355K0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC8,433$349K0.02%-21213F-HRTimeline
Perigon Wealth Management, LLC8,418$349K0.01%+74713F-HRTimeline
MGB Wealth Management, LLC8,406$348K0.11%+613F-HRTimeline
Blue Fin Capital, Inc.8,338$345K0.06%-2,32413F-HRTimeline
L & S Advisors Inc8,277$343K0.03%-2813F-HRTimeline
Robertson Stephens Wealth Management, L…8,174$339K0.01%-8,34313F-HRTimeline
Beck Bode, LLC8,152$338K0.06%-5,44313F-HRTimeline
Belpointe Asset Management LLC8,130$337K0.01%-7,50713F-HRTimeline
Fortis Capital Advisors, LLC8,130$337K0.06%-7,49513F-HRTimeline
J. Goldman & Co LP8,086$335K0.01%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co8,013$332K0.02%+86513F-HRTimeline
First National Bank of Hutchinson7,901$327K0.2%-29813F-HRTimeline
Iyo Bank, Ltd.7,899$327K0.13%-15,79713F-HRTimeline
Joseph P. Lucia & Associates, LLC7,896$327K0.13%-1,53013F-HRTimeline
RVW Wealth, LLC7,846$325K0.03%013F-HRTimeline
SPINNAKER TRUST7,827$324K0.02%013F-HRTimeline
Pines Wealth Management, LLC7,710$322K0.11%+58713F-HRTimeline
FineMark National Bank & Trust7,764$322K0.01%+52313F-HRTimeline
KWMG, LLC7,747$321K0.03%new13F-HRTimeline
Midwest Trust Co7,615$315K<0.01%13F-HRTimeline
KWB Wealth7,459$312K0.04%-61613F-HRTimeline
PFG Investments, LLC7,525$312K0.02%-16613F-HRTimeline
CoreCap Advisors, LLC7,460$309K0.01%-18,83713F-HRTimeline
BRIGHTON JONES LLC7,402$307K0.01%-45813F-HRTimeline
First National Trust Co7,400$307K0.01%+21413F-HRTimeline
KG Capital Management7,323$303K0.09%new13F-HRTimeline
Larson Financial Group LLC7,283$302K0.01%+16813F-HRTimeline
Bedell Frazier Investment Counselling, …7,160$297K0.07%-1,98013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC7,137$296K<0.01%-2,00013F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,135$296K<0.01%-1,49113F-HRTimelineGroup
BCO Wealth Management LLC7,115$295K0.21%013F-HRTimeline
BOKF, NAin group BOKF, NA7,051$292K<0.01%-22413F-HRTimelineGroup
NWAM LLC6,965$288K0.02%+6013F-HR/ATimeline
Pacific Capital Wealth Advisors, Inc.6,933$288K0.05%013F-HRTimeline
Caldwell Trust Co6,927$287K0.03%-1,81013F-HRTimeline
W.H. Cornerstone Investments Inc.6,919$287K0.18%new13F-HRTimeline
ABLE Financial Group, LLC6,887$285K0.07%+1,00613F-HRTimeline
Soltis Investment Advisors LLC6,863$284K0.02%-10,79513F-HRTimeline
Sherman Asset Management, Inc.6,855$284K0.25%013F-HRTimeline
True Vision MN LLC6,829$283K0.16%-21813F-HRTimeline
Estate Counselors, LLC6,780$281K0.03%-206,17813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,778$281K0.02%013F-HRTimeline
Csenge Advisory Group6,704$280K0.01%-70713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,742$279K<0.01%+2,21513F-HR/ATimelineGroup
Henshaw Capital LLC6,675$276K0.01%013F-HRTimeline
MGO ONE SEVEN LLC6,660$276K0.01%+27013F-HRTimeline
Ted Buchan & Co6,582$273K0.11%-1,05013F-HRTimeline
Pinnacle Family Advisors, LLC6,565$272K0.13%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,515$270K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT6,442$267K0.02%-369,57913F-HRTimeline
Crescent Grove Advisors, LLC6,442$267K0.03%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,436$267K0.05%+64713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$265K0.06%013F-HRTimeline
Trilogy Capital Inc.6,367$264K0.01%-88613F-HRTimeline
Evernest Financial Advisors, LLC6,336$262K0.08%+1,15613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,291$261K0.01%-22713F-HRTimelineGroup
CWC Advisors, LLC.6,261$259K0.13%+88513F-HRTimeline
Blue Chip Partners, LLC6,179$256K0.02%-29613F-HRTimeline
SCOTIA CAPITAL INC.6,170$256K<0.01%new13F-HRTimeline
Ally Invest Advisors Inc.6,157$255K0.02%+20813F-HRTimeline
Millington Financial Advisors, LLC5,926$254K0.13%+68913F-HRTimeline
Arlington Capital Management, Inc.6,105$253K0.22%-20713F-HRTimeline
Madden Advisory Services, Inc.6,096$252K0.11%-14113F-HRTimeline
WorthPointe, LLC6,047$250K0.11%new13F-HRTimeline
Wilmington Savings Fund Society, FSB6,046$250K<0.01%-45013F-HRTimeline
BARRETT & COMPANY, INC.6,008$249K0.09%013F-HRTimeline
Wealth Advisory Team LLC5,991$248K0.23%13F-HRTimeline
Farther Finance Advisors, LLC5,970$247K<0.01%-44913F-HRTimeline
PFG Advisors5,931$246K0.01%+50813F-HRTimeline
DEARBORN PARTNERS LLC5,927$245K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC5,883$244K0.01%-1,09813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.5,850$242K0.16%new13F-HRTimeline
NorthRock Partners, LLC5,846$242K0.01%013F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT5,779$239K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC5,777$239K0.03%-18013F-HRTimeline
Dynamic Advisor Solutions LLC5,740$238K0.01%-10,93013F-HRTimeline
Fisher Asset Management, LLC5,733$237K<0.01%-65013F-HRTimeline
Breed's Hill Capital LLC5,658$234K0.11%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,654$234K0.06%-1,44413F-HRTimeline
Tyche Wealth Partners LLC5,561$230K0.05%-1913F-HRTimeline
HB Wealth Management, LLC5,557$230K<0.01%+76813F-HRTimeline
TFB Advisors LLC5,549$230K0.06%-20813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,427$225K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.5,416$224K0.01%013F-HRTimeline
Newman Dignan & Sheerar, Inc.5,415$224K0.05%+4813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC5,411$224K0.08%-1,52313F-HRTimeline
Realta Investment Advisors5,405$224K0.09%+2,90013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,356$222K<0.01%-18,60813F-HRTimelineGroup
Rooted Wealth Advisors, Inc.5,310$221K0.08%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,327$221K<0.01%+21613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,320$220K0.02%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,319$220K0.07%-40013F-HRTimeline
Solstein Capital, LLC5,295$219K0.11%-3013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,266$218K0.01%+51613F-HRTimeline
STOCK YARDS BANK & TRUST CO5,223$216K0.01%new13F-HRTimeline
Asset Management One Co., Ltd.5,186$215K<0.01%+5,14613F-HRTimeline
Point Windward Advisors Inc.5,167$214K0.1%-33513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,137$213K0.02%+1813F-HR/ATimeline
COMMUNITY TRUST & INVESTMENT CO5,135$213K0.01%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,172$212K<0.01%-1,61413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,092$211K0.01%new13F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC5,034$209K0.04%-12413F-HRTimeline
Merit Financial Group, LLC5,025$208K<0.01%-85213F-HRTimeline
111 Capital4,940$205K0.04%-32,82213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,928$204K0.02%new13F-HRTimeline
HOWE & RUSLING INC4,866$202K0.01%+1,31013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.4,849$201K0.09%-20,00513F-HRTimeline
AdvisorNet Financial, Inc4,730$196K0.01%-73413F-HRTimeline
IFP Advisors, Inc4,722$196K0.01%-1,94413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,563$189K0.02%-7,41413F-HRTimeline
FIRST UNITED BANK & TRUST4,508$187K0.07%-51713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,444$184K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.4,418$183K0.01%-31413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,045$168K<0.01%+2,10713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,930$163K<0.01%-16013F-HRTimelineGroup
Prestige Wealth Management Group LLC3,824$158K0.03%+21813F-HR/ATimeline
Opal Wealth Advisors, LLC3,478$144K0.04%new13F-HRTimeline
Abound Wealth Management3,414$141K0.04%+3913F-HRTimeline
Arax Advisory Partners3,202$133K0.01%-2,98013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,089$128K<0.01%+80813F-HRTimelineGroup
Security National Bank3,012$125K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,893$121K0.03%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC2,438$101K<0.01%+33213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,351$97.4K0.04%-30613F-HRTimeline
LRI Investments, LLC2,310$95.7K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,130$88K0.01%013F-HRTimeline
Financial Freedom, LLC2,105$87.2K0.05%+1113F-HRTimeline
Smithfield Trust Co2,089$86K<0.01%+4213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,049$84.9K<0.01%-15113F-HRTimeline
UMB Bank, n.a.2,029$84K<0.01%+22513F-HR/ATimeline
PEOPLES FINANCIAL SERVICES CORP.2,007$83.1K0.04%-70013F-HRTimeline
Aventura Private Wealth, LLC1,937$80.2K0.03%-13613F-HRTimeline
Private Wealth Asset Management, LLC1,911$79.2K0.01%+73013F-HRTimeline
TSFG, LLC1,914$79K0.01%-21513F-HRTimeline
GPS Wealth Strategies Group, LLC1,822$75.5K0.01%-1,77513F-HRTimeline
Front Row Advisors LLC1,760$72.9K0.03%013F-HRTimeline
Provident Wealth Management, LLC1,750$72.5K0.02%013F-HRTimeline
Clearstead Advisors, LLC1,735$71.9K<0.01%+60013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,650$68.3K0.01%+1,50013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,645$68.1K0.01%-43713F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,634$67.7K<0.01%+1,50413F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,588$65.8K0.01%+1213F-HRTimeline
Blue Trust, Inc.1,482$61.4K<0.01%+1,25013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,437$59.5K0.05%-104,36513F-HRTimeline
Viewpoint Capital Management LLC1,314$54.4K0.03%013F-HRTimeline
CVA Family Office, LLC1,228$50.9K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,109$45.9K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,094$45.3K<0.01%-118,58813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,042$43.2K<0.01%-81413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,038$43K<0.01%013F-HRTimeline
Pflug Koory, LLC983$40.7K0.02%+113F-HRTimeline
Harbor Asset Planning, Inc.963$39.9K0.04%13F-HRTimeline
EASTERN BANK933$38.6K<0.01%-3513F-HRTimeline
Bangor Savings Bank908$37.6K<0.01%-13113F-HRTimeline
Curat Global, LLC820$34K0.03%013F-HR/ATimeline
Berbice Capital Management LLC800$33.1K0.02%+60013F-HRTimeline
Avion Wealth816$33K0.01%+1113F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC735$30.4K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.718$29.7K<0.01%013F-HRTimeline