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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

752 managers (759 13F filers) reported a position in XLRE shares at 2026-03-31, 140,412,103 shares in all. 79 filers opened a position and 96 filers sold out during the quarter.

Managers
752
13F filers
759
New
79
Added
300
Reduced
239
Sold out
96
Shares held by filers
140,412,103

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Intergy Private Wealth, LLC11,128$454K0.13%+213F-HRTimeline
Parallax Volatility Advisers, L.P.10,371$454K0.02%new13F-HRTimeline
Vise Technologies, Inc.11,250$454K0.01%013F-HRTimeline
Mystic Asset Management, Inc.10,968$448K0.1%+113F-HRTimeline
DEARBORN PARTNERS LLC10,948$447K0.02%+2,36413F-HRTimeline
Peak Retirement Planning, Inc.10,946$447K0.09%-244,82313F-HRTimeline
Colony Family Offices, LLC10,758$439K0.11%013F-HRTimeline
17 CAPITAL PARTNERS, LLC10,738$438K0.23%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC10,710$437K0.08%+24113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,587$432K0.28%+49013F-HRTimeline
Visionary Wealth Advisors10,454$427K0.02%-1,87113F-HRTimeline
Blue Fin Capital, Inc.10,282$420K0.07%+1,38813F-HRTimeline
Point Windward Advisors Inc.10,268$419K0.21%+65613F-HRTimeline
PRIVATE TRUST CO NA10,154$415K0.04%+2,17213F-HRTimeline
Independence Bank of Kentucky10,078$411K0.05%+35513F-HRTimeline
Aureus Asset Management, LLC10,000$408K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,922$405K0.01%+2,05613F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL9,848$402K0.06%-31,09013F-HRTimeline
DT Investment Partners, LLC9,804$400K0.03%-75413F-HRTimeline
PFG Advisors9,782$399K0.02%-34413F-HRTimeline
United Asset Strategies, Inc.9,730$397K0.03%+36213F-HRTimeline
LongView Wealth Management9,050$393K0.1%-8,04813F-HRTimeline
Sequoia Financial Advisors, LLC9,595$392K<0.01%+20613F-HRTimeline
HBW ADVISORY SERVICES LLC9,560$390K0.04%-6913F-HRTimeline
RCW Management, LLC9,504$388K0.4%+9313F-HRTimeline
CWC Advisors, LLC.9,419$385K0.18%+1,22913F-HRTimeline
Marks Group Wealth Management, Inc9,406$384K0.04%013F-HRTimeline
M.E. ALLISON & CO., INC.9,390$383K0.25%+7213F-HRTimeline
GeoWealth Management, LLC9,378$383K0.01%+1,77713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,687$379K-1,281Timeline
Kessler Investment Group, LLC9,245$377K0.18%+77213F-HRTimeline
Wealth Advisory Solutions, LLC9,134$373K0.08%-57713F-HRTimeline
Gallacher Capital Management LLC9,104$372K0.14%-5,06613F-HRTimeline
TD Capital Management LLC9,080$371K0.03%+6113F-HRTimeline
IMZ Advisory Inc9,034$369K0.14%-4,16913F-HRTimeline
First National Trust Co9,004$368K0.01%-41313F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC8,975$366K0.2%-2013F-HRTimeline
New England Capital Financial Advisors …8,877$362K0.1%+2613F-HRTimeline
HOWE & RUSLING INC8,774$358K0.02%+2,03913F-HRTimeline
Valued Wealth Advisors LLC8,735$357K0.14%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,658$354K<0.01%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…8,559$349K0.01%-5713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,544$349K<0.01%-28,47313F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co8,471$346K0.02%+71513F-HRTimeline
Americana Partners, LLC8,432$344K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC8,344$341K0.01%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp8,294$339K0.03%-14,13613F-HRTimelineGroup
BOKF, NAin group BOKF, NA8,236$336K0.01%+1,18513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,232$336K<0.01%-22913F-HRTimelineGroup
OpenArc Corporate Advisory, LLC8,177$334K<0.01%+22713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,172$334K<0.01%-2,76713F-HRTimelineGroup
Ballast Rock Private Wealth LLC8,121$332K0.18%+33013F-HRTimeline
PFG Investments, LLC8,071$330K0.02%+39613F-HRTimeline
VSM Wealth Advisory, LLC8,007$327K0.1%+1,34313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,926$324K0.08%new13F-HRTimeline
RVW Wealth, LLC7,846$320K0.02%013F-HRTimeline
SPINNAKER TRUST7,827$320K0.02%013F-HRTimeline
Realta Investment Advisors7,814$319K0.11%+1,32713F-HRTimeline
CALTON & ASSOCIATES, INC.7,691$314K0.05%-3713F-HRTimeline
ABLE Financial Group, LLC7,577$309K0.06%new13F-HRTimeline
NWAM LLC7,573$309K0.02%+27113F-HRTimeline
IFP Advisors, Inc7,532$308K0.01%+46313F-HRTimeline
W.H. Cornerstone Investments Inc.7,526$307K0.19%-28813F-HRTimeline
Midwest Trust Co7,517$307K<0.01%-5513F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…7,485$306K0.01%013F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC7,494$306K0.09%-87513F-HRTimeline
CARLSON FINANCIAL, INC.7,480$305K0.18%-1,16113F-HRTimeline
Kovack Advisors, Inc.7,456$305K0.02%-59213F-HRTimeline
Birchcreek Wealth Management, LLC7,432$303K0.15%+32413F-HRTimeline
Belpointe Asset Management LLC7,390$302K0.01%+1,44013F-HRTimeline
Fortis Capital Advisors, LLC7,390$302K0.04%+1,44013F-HRTimeline
Bullock Wealth Management Group7,355$301K0.15%-4,02913F-HRTimeline
KWB Wealth7,384$298K0.03%013F-HRTimeline
Aprio Wealth Management, LLC7,285$297K0.02%-23213F-HRTimeline
Larson Financial Group LLC7,275$297K0.01%+27313F-HRTimeline
Avestar Capital, LLC7,187$293K0.02%013F-HRTimeline
Essex LLC7,172$293K0.05%+74413F-HRTimeline
Abound Wealth Management7,172$293K0.07%+6913F-HRTimeline
Joseph P. Lucia & Associates, LLC7,116$291K0.1%-72013F-HRTimeline
BCO Wealth Management LLC7,115$291K0.17%013F-HRTimeline
Gateway Wealth Partners, LLC7,070$289K0.01%-2,79213F-HRTimeline
Carnegie Investment Counsel7,048$288K0.01%+96213F-HRTimeline
Apella Capital, LLC6,459$287K<0.01%+42913F-HRTimeline
PLIMOTH TRUST CO LLC7,012$286K0.06%+42213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,980$286K0.02%+5,79113F-HRTimeline
True Vision MN LLC6,958$284K0.15%+2913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…6,950$284K<0.01%+2,30013F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,831$279K0.1%-70613F-HR/ATimelineGroup
DOVER ADVISORS, LLC6,760$276K0.11%+52213F-HRTimeline
Sanchez Gaunt Capital Management, LLC6,736$275K0.17%13F-HRTimeline
Sovran Advisors, LLC6,188$275K0.02%-1,34113F-HRTimeline
Henshaw Capital LLC6,675$273K0.01%013F-HRTimeline
BLB&B Advisors, LLC6,668$272K0.01%-7,98813F-HRTimeline
Ally Invest Advisors Inc.6,649$271K0.02%+1713F-HRTimeline
HB Wealth Management, LLC6,643$271K<0.01%-39313F-HRTimeline
Soltis Investment Advisors LLC6,640$271K0.02%-3,48713F-HRTimeline
CENTAURUS FINANCIAL, INC.6,598$269K0.01%+76613F-HRTimeline
Collaborative Wealth Managment Inc.6,552$268K0.12%-11,14813F-HRTimeline
Andrews Advisory Associates, LLC6,522$266K0.14%new13F-HRTimeline
Innova Wealth Partners6,517$266K0.13%+39013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,502$266K<0.01%+1,14213F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,458$264K0.04%+2313F-HRTimeline
Clear Creek Financial Management, LLC6,451$263K0.02%-44213F-HRTimeline
Crescent Grove Advisors, LLC6,442$263K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,409$262K0.01%+1,11313F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC6,400$261K0.05%013F-HRTimeline
Keystone Wealth Services, LLC6,393$261K0.06%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,250$255K0.01%-72913F-HRTimeline
Fairvoy Private Wealth, LLC6,198$253K0.06%-3,42213F-HRTimeline
Foundations Investment Advisors, LLC6,163$252K<0.01%+15513F-HRTimeline
Keel Point, LLC6,077$248K0.02%+4113F-HRTimeline
HHM Wealth Advisors, LLC6,066$248K0.03%+59313F-HRTimeline
MGO ONE SEVEN LLC6,039$247K<0.01%-5813F-HRTimeline
Madden Advisory Services, Inc.6,039$247K0.1%-55013F-HRTimeline
BARRETT & COMPANY, INC.6,008$245K0.08%013F-HRTimeline
KPP Advisory Services LLC5,991$245K0.04%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,934$242K0.01%013F-HRTimeline
Caldwell Trust Co5,924$242K0.02%013F-HRTimeline
Centennial Wealth Advisory LLC5,899$241K0.06%+85313F-HRTimeline
AlphaStar Capital Management, LLC5,889$240K0.02%-24,90813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,427$239K<0.01%013F-HRTimeline
Churchill Financial Advisors, LLC5,848$239K0.05%-5,73413F-HRTimeline
Petros Family Wealth, LLC5,803$237K0.17%+31913F-HRTimeline
Pacific Center for Financial Services5,743$234K0.06%-57,81713F-HRTimeline
WorthPointe, LLC5,714$233K0.06%-88713F-HRTimeline
Rooted Wealth Advisors, Inc.5,221$233K0.06%013F-HRTimeline
Tyche Wealth Partners LLC5,698$233K0.04%+5013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,686$232K0.02%+2213F-HRTimeline
Trilogy Capital Inc.5,605$229K0.01%-22513F-HRTimeline
NorthRock Partners, LLC5,595$228K<0.01%+8013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,578$228K0.01%-2813F-HRTimeline
Newman Dignan & Sheerar, Inc.5,552$227K0.05%+3713F-HRTimeline
TFB Advisors LLC5,549$227K0.12%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,299$221K<0.01%-76713F-HRTimeline
Sequent Asset Management, LLC5,419$221K0.11%new13F-HRTimeline
DeLarme Wealth Management, Inc.5,403$221K0.14%new13F-HRTimeline
Advyzon Investment Management, LLC5,390$220K0.02%-28413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,388$220K0.04%013F-HRTimeline
Vilga Financial Planning LLC5,378$220K0.2%+5813F-HRTimeline
AdvisorNet Financial, Inc5,372$219K0.01%+21813F-HRTimeline
Evernest Financial Advisors, LLC5,036$219K0.05%-3613F-HRTimeline
FIRST HORIZON CORP5,361$219K0.01%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,358$219K0.01%new13F-HRTimeline
Prasad Wealth Partners, LLC5,349$218K0.06%-58213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,345$218K0.02%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,301$216K0.02%+25313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,274$215K0.03%-162,82513F-HRTimeline
Vestmark Advisory Solutions, Inc.5,210$213K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,207$213K0.06%-37413F-HRTimeline
Millington Financial Advisors, LLC4,848$211K0.09%-9213F-HRTimeline
UMB Bank, n.a.5,162$211K<0.01%+2,70113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,133$210K<0.01%-49313F-HRTimelineGroup
Venturi Wealth Management, LLC5,070$207K0.01%-7,82513F-HRTimeline
Elevated Capital Advisors, LLC5,060$207K0.05%+2,12713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,025$205K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,007$204K0.01%-52613F-HRTimelineGroup
Brand Asset Management Group, Inc.4,950$202K0.05%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO4,916$201K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,815$197K<0.01%+4,47713F-HRTimelineGroup
ExodusPoint Capital Management, LP4,335$177K<0.01%-8,79913F-HRTimeline
Prestige Wealth Management Group LLC4,125$168K0.03%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,090$167K<0.01%+16013F-HRTimelineGroup
LANARK FINANCIAL, INC.4,047$165K0.01%-51813F-HRTimeline
HM PAYSON & CO4,035$165K<0.01%new13F-HRTimeline
WealthShield Partners, LLC3,981$163K0.02%-6,55813F-HRTimeline
Cranbrook Wealth Management, LLC3,770$154K0.03%+51413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,391$138K0.02%+10113F-HRTimeline
Medallion Wealth Advisors, LLC3,350$137K0.04%-9,41213F-HRTimeline
Sherman Asset Management, Inc.3,075$126K0.12%013F-HRTimeline
Capital Advisors, Ltd. LLC2,715$111K0.01%013F-HRTimeline
Noble Wealth Management PBC2,500$102K0.05%-50013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,351$97.4K0.04%-13613F-HRTimeline
Destiny Wealth Partners, LLC2,334$95.3K0.01%new13F-HRTimeline
LRI Investments, LLC2,321$94.8K0.01%+1113F-HRTimeline
ALBION FINANCIAL GROUP /UT2,262$92.4K0.01%-99513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,103$85.9K<0.01%-1,80813F-HRTimelineGroup
Financial Freedom, LLC2,053$83.8K0.04%+813F-HRTimeline
FIRST UNITED BANK & TRUST2,037$83.2K0.03%-57713F-HRTimeline
Front Row Advisors LLC2,010$82.1K0.03%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,007$81.9K0.04%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,998$81.6K<0.01%-3113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,993$81.4K<0.01%-75713F-HRTimelineGroup
Golden State Wealth Management, LLC1,952$79.7K0.01%-3,32513F-HRTimeline
Dynamic Wealth Strategies, LLC1,900$77.6K0.04%+1,70013F-HRTimeline
Smartleaf Asset Management LLC1,882$75.7K<0.01%+1,79513F-HRTimeline
Solstein Capital, LLC1,832$74.8K0.03%-3,46313F-HRTimeline
Arax Advisory Partners1,771$72.3K<0.01%-15213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,770$72.3K<0.01%-1,148,67613F-HRTimelineGroup
Provident Wealth Management, LLC1,750$71.5K0.02%013F-HRTimeline
Westside Investment Management, Inc.1,600$66.6K0.01%-45513F-HRTimeline
Security National Bank1,587$64.8K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,580$64.5K0.01%+29413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,532$62.6K0.01%013F-HRTimeline
KM Capital Management Ltd.1,404$62.1K0.04%new13F-HRTimeline
Root Financial Partners, LLC1,469$60K<0.01%+1,45913F-HRTimeline
TSFG, LLC1,456$59K0.01%+413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,440$58.8K<0.01%+1,27713F-HRTimelineGroup
Mosley Wealth Management1,289$54.3K0.02%new13F-HRTimeline
Viewpoint Capital Management LLC1,297$53K0.02%-613F-HRTimeline
GAMMA Investing LLC1,267$51.7K<0.01%+73513F-HRTimeline