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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

772 managers (779 13F filers) reported a position in XLRE shares at 2025-12-31, 146,101,022 shares in all. 83 filers opened a position and 70 filers sold out during the quarter.

Managers
772
13F filers
779
New
83
Added
276
Reduced
252
Sold out
70
Shares held by filers
146,101,022

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Tandem Wealth Advisors LLC11,632$469K0.21%+2,08013F-HRTimeline
Churchill Financial Advisors, LLC11,582$467K0.14%13F-HRTimeline
Retirement Planning Co of New England, …11,436$461K0.19%-99213F-HRTimeline
Bullock Wealth Management Group11,384$459K0.22%-12,19213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,312$456K<0.01%+28413F-HRTimelineGroup
Vise Technologies, Inc.11,250$454K0.01%new13F-HRTimeline
Roberts Wealth Advisors, LLC11,226$453K0.12%+1,95713F-HRTimeline
Integrated Wealth Concepts LLC11,196$452K0.01%-35,51813F-HRTimeline
Intergy Private Wealth, LLC11,126$449K0.14%+213F-HRTimeline
SCOTIA CAPITAL INC.11,046$446K<0.01%+1,58213F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP10,993$444K0.49%13F-HRTimelineGroup
Mystic Asset Management, Inc.10,967$443K0.1%-19813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC10,939$441K<0.01%-46113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.37,584$441K0.01%+4813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,763$434K<0.01%+5,56113F-HRTimeline
Colony Family Offices, LLC10,758$434K0.11%013F-HRTimeline
DT Investment Partners, LLC10,558$426K0.04%013F-HRTimeline
WealthShield Partners, LLC10,539$425K0.05%-2,32413F-HRTimeline
10Elms LLP10,480$423K0.39%+27013F-HRTimeline
OKABENA INVESTMENT SERVICES INC10,469$422K0.08%+20313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,968$421K0.01%+61513F-HRTimelineGroup
Soltis Investment Advisors LLC10,127$409K0.03%+3,32713F-HR/ATimeline
PFG Advisors10,126$409K0.02%+4,07913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,097$407K0.27%+71613F-HRTimeline
Sequent Planning LLC10,093$407K0.1%+2,40213F-HRTimeline
Gateway Wealth Partners, LLC9,862$398K0.04%-1,98413F-HRTimeline
Independence Bank of Kentucky9,723$392K0.05%-10013F-HRTimeline
Wealth Advisory Solutions, LLC9,711$392K0.09%-27213F-HRTimeline
HBW ADVISORY SERVICES LLC9,629$389K0.04%+33013F-HRTimeline
ES4, LLC9,625$388K0.27%13F-HRTimeline
Fairvoy Private Wealth, LLC9,620$388K0.09%-6613F-HRTimeline
Point Windward Advisors Inc.9,612$388K0.19%+96513F-HRTimeline
First National Trust Co9,417$380K0.01%+1,92713F-HRTimeline
RCW Management, LLC9,411$380K0.38%13F-HRTimeline
Marks Group Wealth Management, Inc9,406$380K0.04%+81013F-HRTimeline
Sequoia Financial Advisors, LLC9,389$379K<0.01%-1,84313F-HRTimeline
United Asset Strategies, Inc.9,368$378K0.03%+88913F-HRTimeline
M.E. ALLISON & CO., INC.9,318$376K0.26%+20113F-HRTimeline
Pines Wealth Management, LLC9,133$369K0.12%+48213F-HRTimeline
TD Capital Management LLC9,019$364K0.03%+9713F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC8,995$363K0.19%-1,04013F-HRTimeline
Blue Fin Capital, Inc.8,894$359K0.06%-19713F-HRTimeline
New England Capital Financial Advisors …8,851$357K0.14%-85013F-HRTimeline
CARLSON FINANCIAL, INC.8,641$349K0.2%13F-HRTimeline
Robertson Stephens Wealth Management, L…8,616$348K0.01%+68313F-HRTimeline
DEARBORN PARTNERS LLC8,584$346K0.02%+1,89413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,581$346K0.01%+93513F-HRTimeline
Kessler Investment Group, LLC8,473$342K0.14%+2513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,461$341K<0.01%-42513F-HRTimelineGroup
Americana Partners, LLC8,432$340K0.01%+9913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,369$338K0.1%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,306$335K<0.01%+1,06713F-HRTimeline
CWC Advisors, LLC.8,190$330K0.16%+1,09513F-HRTimeline
Wealthspire Advisors, LLC8,183$330K<0.01%-7,02713F-HRTimeline
Kovack Advisors, Inc.8,048$325K0.02%new13F-HR/ATimeline
PRIVATE TRUST CO NA7,982$322K0.03%-4,92413F-HRTimeline
OpenArc Corporate Advisory, LLC7,950$321K0.01%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,866$318K0.01%+2,84313F-HRTimelineGroup
RVW Wealth, LLC7,846$317K0.02%013F-HRTimeline
Joseph P. Lucia & Associates, LLC7,836$316K0.11%013F-HRTimeline
SPINNAKER TRUST7,827$316K0.02%013F-HRTimeline
W.H. Cornerstone Investments Inc.7,814$315K0.19%-5,32913F-HRTimeline
Ballast Rock Private Wealth LLC7,791$314K0.2%13F-HRTimeline
Sovran Advisors, LLC7,529$314K0.03%-1,10613F-HRTimeline
Pine Valley Investments Ltd Liability Co7,756$313K0.02%-1,56813F-HRTimeline
Meridian Wealth Management, LLC7,730$312K0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.7,728$312K0.05%-46113F-HRTimeline
PFG Investments, LLC7,675$310K0.01%-11113F-HRTimeline
GeoWealth Management, LLC7,601$307K0.01%-3,64613F-HRTimeline
Midwest Trust Co7,572$306K<0.01%-27913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,537$304K0.1%+8313F-HRTimelineGroup
Aprio Wealth Management, LLC7,517$303K0.02%new13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…7,485$302K0.01%013F-HRTimelineGroup
NWAM LLC7,302$301K0.02%-2,08813F-HRTimeline
KWB Wealth7,384$298K0.03%+15213F-HRTimeline
Avestar Capital, LLC7,187$290K0.02%new13F-HRTimeline
BCO Wealth Management LLC7,115$287K0.18%013F-HRTimeline
Birchcreek Wealth Management, LLC7,108$287K0.14%new13F-HRTimeline
Abound Wealth Management7,103$287K0.07%+3,66013F-HRTimeline
IFP Advisors, Inc7,069$285K0.01%+2,09113F-HRTimeline
BOKF, NAin group BOKF, NA7,051$285K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC7,036$284K<0.01%+85613F-HRTimeline
Larson Financial Group LLC7,002$283K0.01%+15013F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,979$282K0.01%new13F-HRTimeline
True Vision MN LLC6,929$280K0.14%+10613F-HRTimeline
Clear Creek Financial Management, LLC6,893$278K0.02%-2,03413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,851$276K<0.01%new13F-HRTimelineGroup
FineMark National Bank & Trust6,797$274K0.01%013F-HRTimeline
HOWE & RUSLING INC6,735$272K0.02%+63813F-HRTimeline
Henshaw Capital LLC6,675$269K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC6,664$269K0.08%new13F-HRTimeline
Ally Invest Advisors Inc.6,632$268K0.02%+13013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,621$267K<0.01%new13F-HRTimelineGroup
WorthPointe, LLC6,601$266K0.07%+8313F-HRTimeline
PLIMOTH TRUST CO LLC6,590$266K0.06%-12913F-HRTimeline
Madden Advisory Services, Inc.6,589$266K0.11%+27413F-HRTimeline
Realta Investment Advisors6,487$262K0.09%-6,07413F-HRTimeline
Crescent Grove Advisors, LLC6,442$260K0.02%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,435$260K0.04%+71613F-HRTimeline
Essex LLC6,428$259K0.05%+1,49413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$258K0.05%013F-HRTimeline
DOVER ADVISORS, LLC6,238$252K0.1%+63013F-HRTimeline
Innova Wealth Partners6,127$247K0.12%+41413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,066$247K0.01%+3,92413F-HRTimeline
MGO ONE SEVEN LLC6,097$246K0.01%-29613F-HRTimeline
Carnegie Investment Counsel6,086$246K<0.01%+59813F-HRTimeline
Keel Point, LLC6,036$244K0.01%-15713F-HRTimeline
Apella Capital, LLC6,030$243K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.6,008$242K0.08%013F-HRTimeline
Foundations Investment Advisors, LLC6,008$242K<0.01%-19,97113F-HRTimeline
MGB Wealth Management, LLC6,000$242K0.07%-2,41113F-HRTimeline
Belpointe Asset Management LLC5,950$240K0.01%-11,82213F-HRTimeline
Fortis Capital Advisors, LLC5,950$240K0.04%-2,34113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,934$239K0.02%-77313F-HRTimeline
Prasad Wealth Partners, LLC5,931$239K0.06%-7,94313F-HRTimeline
Caldwell Trust Co5,924$239K0.02%-1,10013F-HRTimeline
Beck Bode, LLC5,904$238K0.04%-37413F-HRTimeline
Trilogy Capital Inc.5,830$235K0.01%-67413F-HRTimeline
CENTAURUS FINANCIAL, INC.5,832$235K0.01%+1,49513F-HRTimeline
Advyzon Investment Management, LLC5,674$229K0.03%+44113F-HRTimeline
Catalyst Investment Management LLC5,669$229K0.22%13F-HRTimeline
Snider Financial Group5,665$229K0.06%-4,92913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,664$229K0.02%+28813F-HR/ATimeline
Tyche Wealth Partners LLC5,648$228K0.04%+10613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,626$227K<0.01%-58213F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO5,606$226K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,581$225K0.06%-34313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,533$225K0.01%new13F-HRTimelineGroup
TFB Advisors LLC5,549$224K0.06%013F-HRTimeline
Newman Dignan & Sheerar, Inc.5,515$223K0.05%+5913F-HRTimeline
NorthRock Partners, LLC5,515$223K<0.01%-9013F-HRTimeline
Petros Family Wealth, LLC5,484$221K0.15%new13F-HRTimeline
HHM Wealth Advisors, LLC5,473$221K0.03%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,453$220K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,427$219K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,388$217K0.04%013F-HRTimeline
Rooted Wealth Advisors, Inc.5,221$216K0.06%013F-HRTimeline
FIRST HORIZON CORP5,361$216K0.01%-2413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,360$216K<0.01%new13F-HR/ATimelineGroup
Briggs Wealth Management, Inc5,341$216K0.23%13F-HRTimeline
B. Riley Wealth Advisors, Inc.5,331$215K0.01%+35813F-HRTimeline
Vilga Financial Planning LLC5,320$215K0.21%13F-HRTimeline
Evernest Financial Advisors, LLC5,072$214K0.04%-1,29213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,296$214K0.01%new13F-HRTimelineGroup
Solstein Capital, LLC5,295$214K0.09%013F-HRTimeline
Entelevest, LLC5,287$213K0.22%13F-HRTimeline
Golden State Wealth Management, LLC5,277$213K0.02%+34513F-HRTimeline
Farther Finance Advisors, LLC5,276$213K<0.01%-92213F-HRTimeline
AdvisorNet Financial, Inc5,154$208K0.01%+2213F-HRTimeline
Intrua Financial, LLC5,145$208K0.02%-17513F-HRTimeline
LPWM LLC5,144$208K0.05%+32913F-HRTimeline
Millington Financial Advisors, LLC4,940$207K0.09%-89513F-HRTimeline
Estate Counselors, LLC5,055$204K0.02%-1,72513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,048$204K0.01%-8,63913F-HRTimeline
Centennial Wealth Advisory LLC5,046$204K0.05%new13F-HRTimeline
Bedell Frazier Investment Counselling, …5,045$204K0.04%-1,51513F-HRTimeline
Merit Financial Group, LLC5,038$203K<0.01%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC4,970$201K0.06%-40313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,650$188K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.4,565$184K0.01%+38513F-HRTimeline
Strive Financial Group ,LLC4,500$182K0.1%13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,930$159K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,911$158K<0.01%+2,66713F-HRTimelineGroup
Global Retirement Partners, LLC3,513$142K<0.01%-1,49713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,290$133K0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT3,257$131K0.01%-2,49613F-HRTimeline
Cranbrook Wealth Management, LLC3,256$131K0.03%-67713F-HRTimeline
Turning Point Benefit Group, Inc.3,094$125K0.07%-25213F-HRTimeline
Sherman Asset Management, Inc.3,075$124K0.11%+613F-HRTimeline
Noble Wealth Management PBC3,000$121K0.06%013F-HRTimeline
Elevated Capital Advisors, LLC2,933$118K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,750$111K<0.01%+16613F-HRTimelineGroup
Capital Advisors, Ltd. LLC2,715$110K0.01%+58513F-HRTimeline
FIRST UNITED BANK & TRUST2,614$105K0.03%-20413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,487$100K0.03%013F-HRTimeline
UMB Bank, n.a.2,461$99.3K<0.01%+43213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LRI Investments, LLC2,310$93.2K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.2,167$87K0.09%13F-HRTimeline
Westside Investment Management, Inc.2,055$83K0.01%013F-HRTimeline
Financial Freedom, LLC2,045$82.5K0.04%+1413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,029$81.9K<0.01%+1013F-HRTimeline
Front Row Advisors LLC2,010$81.1K0.03%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,007$81K0.04%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,989$80.3K<0.01%-30813F-HRTimeline
Arax Advisory Partners1,923$77.6K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC1,909$77K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,784$72K<0.01%-3,77413F-HRTimelineGroup
Provident Wealth Management, LLC1,750$70.6K0.02%013F-HRTimeline
Aventura Private Wealth, LLC1,612$65K0.02%-32513F-HRTimeline
Security National Bank1,587$64K0.01%-1,42513F-HRTimeline
SOA Wealth Advisors, LLC.1,538$62.1K0.01%+1413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,532$61.8K0.01%new13F-HRTimeline
Blue Trust, Inc.1,494$60.3K<0.01%013F-HRTimeline
TSFG, LLC1,452$59K0.01%+713F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,273$52.7K0.05%13F-HRTimeline
Viewpoint Capital Management LLC1,303$52.6K0.02%-1113F-HRTimeline
Glen Eagle Advisors, LLC1,286$51.9K0.01%+50313F-HRTimeline
Birchwood Financial Partners, Inc.1,250$50.4K0.05%13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,235$49.8K0.07%13F-HRTimeline
Private Wealth Asset Management, LLC1,209$48.8K0.01%+2813F-HRTimeline