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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

798 managers (805 13F filers) reported a position in XLRE shares at 2026-06-30, 145,717,965 shares in all. 101 filers opened a position and 57 filers sold out during the quarter.

Managers
798
13F filers
805
New
101
Added
306
Reduced
255
Sold out
57
Shares held by filers
145,717,965

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Institute for Wealth Management, LLC.4,121$181K0.02%new13F-HRTimeline
Global Retirement Partners, LLC3,979$175K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,930$173K<0.01%-16013F-HRTimelineGroup
Cranbrook Wealth Management, LLC3,770$166K0.03%013F-HRTimeline
MCDONALD PARTNERS LLC3,529$155K0.04%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,475$153K<0.01%-3,47513F-HRTimelineGroup
FIRST UNITED BANK & TRUST3,223$142K0.04%+1,18613F-HRTimeline
Sherman Asset Management, Inc.3,075$135K0.11%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,893$127K-12,563Timeline
Capital Advisors, Ltd. LLC2,715$120K0.01%013F-HRTimeline
GAMMA Investing LLC2,636$116K<0.01%+1,36913F-HRTimeline
Medallion Wealth Advisors, LLC2,540$112K0.04%-81013F-HRTimeline
Noble Wealth Management PBC2,500$110K0.05%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,487$110K0.02%+13613F-HRTimeline
LRI Investments, LLC2,321$102K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC2,222$100K0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT2,262$99.6K0.01%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL2,249$99K0.01%-7,59913F-HRTimeline
Front Row Advisors LLC2,010$88.6K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,998$88K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,987$87.5K0.03%+1,28213F-HRTimeline
Golden State Wealth Management, LLC1,954$86.1K0.01%+213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,953$86K0.04%-5413F-HRTimeline
Smartleaf Asset Management LLC1,882$84.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,868$82.3K0.01%+28813F-HRTimeline
IMA Advisory Services, Inc.1,804$79.4K<0.01%+1,13413F-HRTimeline
Prestige Wealth Management Group LLC1,799$79.2K0.01%-2,32613F-HRTimeline
Provident Wealth Management, LLC1,750$77.1K0.02%013F-HRTimeline
Solstein Capital, LLC1,734$76.3K0.03%-9813F-HRTimeline
Dynamic Wealth Strategies, LLC1,700$74.9K0.04%-20013F-HRTimeline
Westside Investment Management, Inc.1,600$70.4K0.01%013F-HRTimeline
Security National Bank1,587$69.9K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,550$68.2K0.01%+85013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,532$67.5K0.01%013F-HRTimeline
TSFG, LLC1,461$64K0.01%+513F-HRTimeline
Bangor Savings Bank1,448$63.8K<0.01%+36713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,383$60.9K<0.01%-61013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,277$56.2K<0.01%-16313F-HRTimelineGroup
Birchwood Financial Partners, Inc.1,269$55.9K0.05%+1113F-HRTimeline
Highland Investment Advisors LLC1,237$54.5K0.02%13F-HRTimeline
Private Wealth Asset Management, LLC1,181$52K0.01%-2813F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,171$51.6K0.05%013F-HRTimeline
Continuum Advisory, LLC1,156$50.9K<0.01%new13F-HRTimeline
Planning Strategies Inc.1,147$50.5K0.03%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,137$50.2K<0.01%-5,84313F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,132$49.8K0.06%-10813F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,112$49K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,109$48.8K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,064$46.8K<0.01%+8513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS991$43.6K<0.01%new13F-HRTimeline
Pflug Koory, LLC989$43.6K0.02%+113F-HRTimeline
Bullock Wealth Management Group948$41.9K0.02%-6,40713F-HRTimeline
Clark Wealth Partners939$41.3K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC919$40.5K<0.01%-3513F-HRTimeline
Federation des caisses Desjardins du Qu…913$40.2K<0.01%013F-HRTimeline
Blue Trust, Inc.910$40.1K<0.01%-34613F-HRTimeline
PlanVest Financial, Inc872$38.4K0.03%+13613F-HRTimeline
Avion Wealth839$36K0.01%+613F-HRTimeline
Curat Global, LLC820$35.2K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.795$35K0.03%-19213F-HRTimeline
SOA Wealth Advisors, LLC.786$34.6K0.01%-28113F-HRTimeline
Clearstead Advisors, LLC762$33.6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC751$33.1K<0.01%013F-HRTimeline
Triumph Capital Management732$32.2K0.01%-10213F-HRTimeline
Byrne Asset Management LLC713$31.4K0.02%-213F-HRTimeline
Ankerstar Wealth, LLC686$30.2K0.03%013F-HRTimeline
SIGNATUREFD, LLC679$29.9K<0.01%-513F-HRTimeline
WEBSTER BANK, N. A.677$29.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…663$29.2K<0.01%-33013F-HRTimelineGroup
BAYBAN659$29K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.657$28.9K0.01%013F-HRTimeline
Atomic Invest LLC633$28.4K<0.01%-1413F-HRTimeline
Mosley Wealth Management622$27.4K0.01%-66713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO600$26.4K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC585$25.8K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC553$24.3K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\533$23.5K<0.01%013F-HRTimelineGroup
Bollard Group LLC524$23K<0.01%-10613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC500$22K<0.01%013F-HRTimeline
Smithfield Trust Co513$22K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.481$21.2K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC463$20.4K0.01%-11813F-HRTimeline
Keating Financial Advisory Services, In…462$20.3K<0.01%-12213F-HRTimeline
Viewpoint Capital Management LLC450$19.8K0.01%-84713F-HRTimeline
NVWM, LLC445$19.6K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…442$19.5K0.02%+813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…433$19.1K<0.01%-10813F-HRTimelineGroup
Dunhill Financial, LLC418$18.4K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…411$18.1K<0.01%+413F-HRTimeline
Advanced Asset Management Advisors Inc397$17.5K<0.01%013F-HRTimeline
MTM Investment Management, LLC396$17.4K<0.01%-6013F-HRTimeline
Robinswood Financial LLC391$17.3K<0.01%+313F-HRTimeline
Crews Bank & Trust390$17.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.380$17K<0.01%013F-HRTimeline
NFSG Corp377$16.6K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.371$16.3K<0.01%013F-HRTimelineGroup
MidFirst Bank371$16.3K<0.01%013F-HRTimeline
Biltmore Family Office, LLC351$15.5K<0.01%+1313F-HRTimeline
Catherine Avery Investment Management L…342$15.1K0.01%new13F-HRTimeline
Investors Portfolio Services LLC331$14.6K0.01%+313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …313$13.9K<0.01%+31213F-HRTimelineGroup
Truvestments Capital LLC300$13.2K<0.01%013F-HRTimeline
Bank of New Hampshire300$13.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$13.2K<0.01%new13F-HRTimeline
Imprint Wealth LLC297$13.1K0.05%013F-HRTimeline
VISION FINANCIAL MARKETS LLC286$12.6K0.01%+113F-HRTimeline
Rice Partnership, LLC278$12.2K<0.01%013F-HRTimeline
Rossmore Private Capital270$11.9K<0.01%013F-HRTimeline
WealthShield Partners, LLC261$11.5K<0.01%-3,72013F-HRTimeline
Pacifica Partners Inc.246$11K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…246$10.8K<0.01%+9213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC237$10.4K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC217$9.55K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC215$9.47K0.01%013F-HRTimeline
Financial Perspectives, Inc213$9.36K<0.01%+213F-HRTimeline
SHP Wealth Management201$8.85K<0.01%+17213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners195$8.59K<0.01%new13F-HRTimelineGroup
Eukles Asset Management191$8.41K<0.01%-32013F-HRTimeline
Activest Wealth Management180$7.92K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC179$7.88K<0.01%-2813F-HRTimeline
Wagner Wealth Management, LLC179$7.88K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC179$7.88K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.169$7.44K<0.01%+313F-HRTimelineGroup
Bare Financial Services, Inc169$7.44K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC165$7.27K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC156$6.87K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC152$6.69K<0.01%-56613F-HRTimeline
HighMark Wealth Management LLC150$6.6K<0.01%new13F-HRTimeline
Nemes Rush Group LLC145$6.38K<0.01%+113F-HRTimeline
Gold Investment Management Ltd.145$6.38K<0.01%013F-HRTimeline
Archer Investment Corp142$6.27K<0.01%+12213F-HR/ATimeline
Kingdom Financial Group LLC.140$6.15K<0.01%new13F-HRTimeline
Versant Capital Management, Inc136$5.99K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC131$5.77K<0.01%013F-HRTimeline
Brooklyn FI, LLC127$5.72K<0.01%new13F-HRTimeline
Granite FO LLC125$5.5K<0.01%013F-HRTimeline
Key Capital Management, INC114$5.02K<0.01%+1613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…111$4.89K<0.01%013F-HRTimeline
Axiom Investment Management LLC109$4.8K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.105$4.62K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.100$4.4K<0.01%013F-HRTimeline
CITY HOLDING CO100$4.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC98$4.33K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC97$4.27K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC96$4.23K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC96$4.23K0.01%13F-HRTimeline
LifeSteps Financial, Inc.94$4.14K<0.01%new13F-HRTimeline
Breakwater Investment Management82$3.61K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC82$3.61K<0.01%-8313F-HRTimeline
FINANCIAL CONSULATE, INC75$3.3K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…72$3.17K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC67$2.95K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.67$2.95K<0.01%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp65$2.87K<0.01%-8,22913F-HRTimelineGroup
Capital Advisor Network LLC63$2.77K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC59$2.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC56$2.47K<0.01%-40413F-HRTimeline
Allied Private Wealth LLC55$2.43K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.53$2.33K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.52$2.29K<0.01%new13F-HRTimeline
SummitTX Capital, L.P.49$2.16K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS48$2.11K<0.01%+2413F-HRTimeline
Central Pacific Bank - Trust Division46$2.02K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%013F-HRTimeline
WestEnd Advisors, LLC44$1.94K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC42$1.87K<0.01%013F-HRTimeline
Daytona Street Capital LLC41$1.81K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC41$1.81K<0.01%013F-HRTimeline
Piscataqua Savings Bank41$1.8K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC40$1.76K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC40$1.76K<0.01%-3813F-HRTimeline
Bogart Wealth, LLC35$1.54K<0.01%013F-HRTimeline
Manchester Capital Management LLC34$1.5K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC29$1.28K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.28$1.23K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.28$1.23K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.27$1.19K<0.01%-23913F-HRTimelineGroup
Crewe Advisors LLC26$1.15K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC26$1.15K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC16$1K<0.01%013F-HR/ATimeline
Weaver Capital Management LLC22$899<0.01%013F-HRTimeline
Key Financial Inc18$793<0.01%-1313F-HRTimeline
Cordgrass Capital Advisors, LLC18$793<0.01%013F-HRTimeline
Register Financial Advisors LLC18$793<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17$749<0.01%-205,21813F-HRTimelineGroup
Family Manage LLC14$616<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11$484<0.01%013F-HRTimelineGroup
Davis Capital Management6$264<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC5$239<0.01%new13F-HRTimeline
TRUST CO OF VERMONT5$220<0.01%13F-HRTimeline
Caitlin John, LLC5$220<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$133<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$88<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…1$37<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.10$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd10$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.
PeakShares LLC26,542$1.17B+1,18013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.