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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

723 managers (727 13F filers) reported a position in XLRE shares at 2025-09-30, 148,107,397 shares in all. 69 filers opened a position and 56 filers sold out during the quarter.

Managers
723
13F filers
727
New
69
Added
295
Reduced
230
Sold out
56
Shares held by filers
148,107,397

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
New England Capital Financial Advisors …9,701$409K0.17%-93,48613F-HRTimeline
Fairvoy Private Wealth, LLC9,686$408K0.09%-34113F-HRTimeline
Tandem Wealth Advisors LLC9,552$402K0.19%+60013F-HRTimeline
NWAM LLC9,390$399K0.02%+2,42513F-HR/ATimeline
Apexium Financial, LP9,468$399K0.02%+4713F-HRTimeline
SCOTIA CAPITAL INC.9,464$399K<0.01%+3,29413F-HRTimeline
BLB&B Advisors, LLC9,426$397K0.02%+4313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.9,381$394K0.25%+3,53113F-HRTimeline
Pine Valley Investments Ltd Liability Co9,324$393K0.02%+1,31113F-HRTimeline
HBW ADVISORY SERVICES LLC9,299$392K0.04%-56613F-HRTimeline
Roberts Wealth Advisors, LLC9,269$390K0.1%+16013F-HRTimeline
Perigon Wealth Management, LLC9,130$385K0.01%+71213F-HRTimeline
M.E. ALLISON & CO., INC.9,117$384K0.27%+50113F-HRTimeline
Blue Fin Capital, Inc.9,091$383K0.06%+75313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,353$382K0.01%-16613F-HRTimelineGroup
WealthTrak Capital Management LLC9,044$381K0.31%+45213F-HRTimeline
Asset Management One Co., Ltd.9,019$380K<0.01%+3,83313F-HRTimeline
Clear Creek Financial Management, LLC8,927$376K0.03%-97013F-HRTimeline
TD Capital Management LLC8,922$376K0.03%+6713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,886$374K<0.01%+19213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd8,807$371K0.02%new13F-HRTimelineGroup
Pines Wealth Management, LLC8,651$364K0.12%+94113F-HRTimeline
Point Windward Advisors Inc.8,647$364K0.17%+3,48013F-HRTimeline
Marks Group Wealth Management, Inc8,596$362K0.03%013F-HRTimeline
United Asset Strategies, Inc.8,479$357K0.03%-29213F-HRTimeline
Kessler Investment Group, LLC8,448$356K0.15%-2,51513F-HRTimeline
MGB Wealth Management, LLC8,411$354K0.1%+513F-HRTimeline
Sovran Advisors, LLC8,635$353K0.03%-57113F-HRTimeline
Americana Partners, LLC8,333$351K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC8,291$349K0.06%+16113F-HRTimeline
L & S Advisors Inc8,279$349K0.03%+213F-HRTimeline
WEDBUSH SECURITIES INC8,258$348K0.01%+2,37513F-HRTimeline
CALTON & ASSOCIATES, INC.8,189$345K0.05%+1,75313F-HRTimeline
KWMG, LLC7,965$336K0.03%+21813F-HRTimeline
Robertson Stephens Wealth Management, L…7,933$334K0.01%-24113F-HRTimeline
First National Bank of Hutchinson7,901$333K0.18%013F-HRTimeline
Iyo Bank, Ltd.7,899$333K0.13%013F-HRTimeline
Midwest Trust Co7,851$331K<0.01%+23613F-HRTimeline
RVW Wealth, LLC7,846$331K0.03%013F-HRTimeline
Joseph P. Lucia & Associates, LLC7,836$330K0.12%-6013F-HRTimeline
SPINNAKER TRUST7,827$330K0.02%013F-HRTimeline
PFG Investments, LLC7,786$328K0.02%+26113F-HRTimeline
Sequent Planning LLC7,691$324K0.09%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,646$322K0.01%-1,12013F-HRTimeline
First National Trust Co7,490$316K0.01%+9013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…7,485$315K0.01%-1,09413F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,454$314K0.1%-2,79813F-HRTimelineGroup
Cullen Capital Management, LLC7,308$308K<0.01%-3,14513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,239$305K<0.01%+1,91213F-HRTimeline
BCO Wealth Management LLC7,115$300K0.2%013F-HRTimeline
KWB Wealth7,232$300K0.03%-22713F-HRTimeline
CWC Advisors, LLC.7,095$299K0.15%+83413F-HRTimeline
BOKF, NAin group BOKF, NA7,051$297K<0.01%013F-HRTimelineGroup
Caldwell Trust Co7,024$296K0.03%+9713F-HRTimeline
Signal Advisors Wealth, LLC7,019$296K0.03%-148,25313F-HRTimeline
Larson Financial Group LLC6,852$289K0.01%-43113F-HRTimeline
True Vision MN LLC6,823$287K0.15%-613F-HRTimeline
Soltis Investment Advisors LLC6,800$286K0.02%-6313F-HRTimeline
FineMark National Bank & Trust6,797$286K0.01%-96713F-HRTimeline
Estate Counselors, LLC6,780$286K0.02%013F-HRTimeline
PLIMOTH TRUST CO LLC6,719$283K0.06%-2,52813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,707$283K0.02%-7113F-HRTimeline
DEARBORN PARTNERS LLC6,690$282K0.01%+76313F-HRTimeline
Henshaw Capital LLC6,675$281K0.01%013F-HRTimeline
NovaPoint Capital, LLC6,653$280K0.07%new13F-HRTimeline
Providence First Trust Co6,600$278K0.1%-39,86113F-HRTimeline
ALERUS FINANCIAL NA6,583$277K0.01%new13F-HRTimeline
Bedell Frazier Investment Counselling, …6,560$276K0.06%-60013F-HRTimeline
WorthPointe, LLC6,518$275K0.1%+47113F-HRTimeline
Trilogy Capital Inc.6,504$274K0.01%+13713F-HRTimeline
Ally Invest Advisors Inc.6,502$274K0.02%+34513F-HRTimeline
BRIGHTON JONES LLC6,491$273K0.01%-91113F-HRTimeline
DRW Securities, LLC6,607$273K0.01%new13F-HRTimeline
Arlington Capital Management, Inc.6,469$273K0.17%+36413F-HRTimeline
Crescent Grove Advisors, LLC6,442$271K0.03%013F-HRTimeline
Mechanics Bank Trust Department6,404$270K0.04%-2,64513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$270K0.05%013F-HRTimeline
MGO ONE SEVEN LLC6,393$269K0.01%-26713F-HRTimeline
Evernest Financial Advisors, LLC6,364$268K0.08%+2813F-HRTimeline
Madden Advisory Services, Inc.6,315$266K0.1%+21913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,279$265K<0.01%-85613F-HRTimelineGroup
Beck Bode, LLC6,278$264K0.04%-1,87413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,208$262K<0.01%-4,75713F-HRTimelineGroup
Farther Finance Advisors, LLC6,198$261K<0.01%+22813F-HRTimeline
Keel Point, LLC6,193$261K0.02%new13F-HRTimeline
Blue Chip Partners, LLC6,187$261K0.02%+813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,187$261K<0.01%+40813F-HRTimeline
HB Wealth Management, LLC6,180$260K<0.01%+62313F-HRTimeline
HOWE & RUSLING INC6,097$257K0.02%+1,23113F-HRTimeline
PFG Advisors6,047$255K0.01%+11613F-HRTimeline
BARRETT & COMPANY, INC.6,008$253K0.09%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,924$250K0.06%+27013F-HRTimeline
ALBION FINANCIAL GROUP /UT5,753$242K0.01%-68913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…5,719$241K0.03%+1,27513F-HRTimeline
Innova Wealth Partners5,713$241K0.13%new13F-HRTimeline
Millington Financial Advisors, LLC5,835$239K0.12%-9113F-HRTimeline
DOVER ADVISORS, LLC5,608$236K0.09%new13F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,606$236K0.01%+47113F-HRTimeline
NorthRock Partners, LLC5,605$236K<0.01%-24113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,558$234K<0.01%-1,18413F-HRTimelineGroup
Tyche Wealth Partners LLC5,542$233K0.04%-1913F-HRTimeline
Carnegie Investment Counsel5,488$231K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC5,473$231K0.03%-37,71813F-HRTimeline
Newman Dignan & Sheerar, Inc.5,456$230K0.05%+4113F-HRTimeline
TFB Advisors LLC5,549$229K0.07%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,427$229K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,388$227K0.04%-1,54513F-HRTimeline
FIRST HORIZON CORP5,385$227K0.01%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,376$226K0.02%+23913F-HR/ATimeline
PURE PORTFOLIOS HOLDINGS LLC5,373$226K0.07%-3813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,356$226K<0.01%013F-HRTimelineGroup
Intrua Financial, LLC5,320$224K0.03%new13F-HRTimeline
Solstein Capital, LLC5,295$223K0.1%013F-HRTimeline
Advyzon Investment Management, LLC5,233$220K0.04%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO5,223$220K0.01%013F-HRTimeline
Rooted Wealth Advisors, Inc.5,221$220K0.07%-8913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,202$219K<0.01%-4,83013F-HRTimeline
AdvisorNet Financial, Inc5,132$216K0.01%+40213F-HRTimeline
Dynamic Advisor Solutions LLC5,127$216K0.01%-61313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,034$212K0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,023$211K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC5,010$211K<0.01%-25,03813F-HRTimeline
IFP Advisors, Inc4,978$210K0.01%+25613F-HR/ATimeline
B. Riley Wealth Advisors, Inc.4,973$210K0.01%-6,28213F-HRTimeline
Edgestream Partners, L.P.4,934$208K0.01%new13F-HRTimeline
Essex LLC4,934$208K0.04%new13F-HRTimeline
Golden State Wealth Management, LLC4,932$208K0.02%-84513F-HRTimeline
LPWM LLC4,815$203K0.05%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,788$202K0.06%new13F-HRTimeline
Ted Buchan & Co4,782$201K0.08%-1,80013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.4,751$200K0.08%-9813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,650$196K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC4,500$190K0.04%+67613F-HR/ATimeline
Keystone Financial Group4,401$185K0.01%new13F-HR/ATimeline
CENTAURUS FINANCIAL, INC.4,337$183K0.01%-92913F-HRTimeline
LANARK FINANCIAL, INC.4,180$176K0.01%-23813F-HRTimeline
Cranbrook Wealth Management, LLC3,933$166K0.03%-5,32913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,930$166K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC3,479$147K0.03%+3,37913F-HRTimeline
Abound Wealth Management3,443$145K0.04%+2913F-HRTimeline
Turning Point Benefit Group, Inc.3,346$141K0.09%new13F-HRTimeline
Sherman Asset Management, Inc.3,069$129K0.11%-3,78613F-HRTimeline
Security National Bank3,012$127K0.02%013F-HRTimeline
Noble Wealth Management PBC3,000$126K0.07%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,893$122K0.03%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST2,818$119K0.04%-1,69013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,584$109K<0.01%-14,10913F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC2,487$105K0.03%+13613F-HRTimeline
Wilmington Savings Fund Society, FSB2,426$102K<0.01%-3,62013F-HR/ATimeline
LRI Investments, LLC2,310$97.3K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,297$96.8K<0.01%-6,13613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,251$94.8K0.01%-331,29013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC2,142$90.1K<0.01%-29613F-HRTimeline
Capital Advisors, Ltd. LLC2,130$90K0.01%013F-HRTimeline
Global Trust Asset Management, LLC2,100$88.5K0.04%+1,60013F-HRTimeline
Westside Investment Management, Inc.2,055$86.6K0.01%new13F-HRTimeline
Financial Freedom, LLC2,031$85.6K0.04%-7413F-HRTimeline
UMB Bank, n.a.2,029$85.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILTON CAPITAL MANAGEMENT LLC2,019$85.1K<0.01%-3013F-HRTimeline
Front Row Advisors LLC2,010$84.7K0.03%+25013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,007$84.6K0.04%013F-HRTimeline
Aventura Private Wealth, LLC1,937$81.6K0.03%013F-HRTimeline
Bulwark Capital Corp1,869$78.7K0.06%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,766$74.4K0.01%-5613F-HRTimeline
Provident Wealth Management, LLC1,750$73.7K0.02%013F-HRTimeline
Clearstead Advisors, LLC1,685$71K<0.01%-5013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,600$67.4K<0.01%-3413F-HRTimelineGroup
Smithfield Trust Co1,563$66K<0.01%-52613F-HRTimeline
SOA Wealth Advisors, LLC.1,524$64.2K0.01%-6413F-HRTimeline
Blue Trust, Inc.1,494$62.9K<0.01%+1213F-HRTimeline
TSFG, LLC1,445$61K0.01%-46913F-HRTimeline
Viewpoint Capital Management LLC1,314$55.4K0.02%013F-HRTimeline
Imprint Wealth LLC1,302$54.9K0.18%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,294$54.5K<0.01%+75113F-HRTimelineGroup
First Command Advisory Services, Inc.1,285$54.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,244$52.4K<0.01%+15013F-HRTimelineGroup
CVA Family Office, LLC1,228$51.7K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,181$49.8K0.01%-73013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,109$46.7K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,020$43K<0.01%-2213F-HRTimelineGroup
Pflug Koory, LLC984$41.5K0.02%+113F-HRTimeline
Harbor Asset Planning, Inc.969$40.9K0.04%+613F-HRTimeline
Federation des caisses Desjardins du Qu…913$38.5K<0.01%-12513F-HRTimeline
Clark Wealth Partners939$37.9K0.02%new13F-HRTimeline
Bangor Savings Bank889$37.5K<0.01%-1913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners849$35.8K<0.01%-79613F-HRTimelineGroup
Curat Global, LLC820$34.5K0.03%013F-HRTimeline
Avion Wealth821$34K0.01%+513F-HRTimeline
Glen Eagle Advisors, LLC783$33K<0.01%+57713F-HRTimeline
Avalon Trust Co756$31.9K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC735$31K<0.01%+3213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC735$31K<0.01%013F-HRTimeline
EASTERN BANK725$30.5K<0.01%-20813F-HRTimeline
OAKWORTH CAPITAL, INC.718$30.2K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC718$30.2K0.02%013F-HRTimeline
MATHER GROUP, LLC.694$29.2K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.677$28.5K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.670$28.2K<0.01%013F-HRTimeline
Byrne Asset Management LLC670$28.2K0.02%+713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC648$27.3K0.01%013F-HRTimeline