Skip to content
Disclosery

XLRE SELECT SECTOR SPDR TR

Follow

SHS (fund)

760 managers (767 13F filers) reported a position in XLRE shares at 2024-12-31, 132,251,385 shares in all. 90 filers opened a position and 99 filers sold out during the quarter.

Managers
760
13F filers
767
New
90
Added
284
Reduced
254
Sold out
99
Shares held by filers
132,251,385

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CENTAURUS FINANCIAL, INC.3,133$127K0.01%-3,61313F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,917$119K-6,668Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,893$118K-404Timeline
Medallion Wealth Advisors, LLC2,669$109K0.05%13F-HRTimeline
Realta Investment Advisors2,630$107K0.04%+80013F-HRTimeline
HOWE & RUSLING INC2,618$106K0.01%+1,71313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,617$106K<0.01%+1,93413F-HRTimelineGroup
Bangor Savings Bank2,507$102K0.01%+1,05713F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,507$102K0.05%-313F-HRTimeline
EASTERN BANK2,433$99K<0.01%+2,22513F-HRTimeline
LRI Investments, LLC2,310$93.9K0.01%013F-HRTimeline
Bristlecone Advisors, LLC2,265$92.1K0.01%013F-HRTimeline
NorthRock Partners, LLC2,236$90.9K<0.01%-213F-HR/ATimeline
Headlands Technologies LLC2,201$89.5K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,200$89.5K<0.01%+1213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,181$88.7K0.01%-2,38913F-HRTimelineGroup
TSFG, LLC2,148$87K0.02%-1013F-HRTimeline
MilWealth Group LLC2,136$86.9K0.02%new13F-HRTimeline
Financial Freedom, LLC2,086$84.8K0.04%-9,24713F-HRTimeline
Smithfield Trust Co2,047$84K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC2,021$82.2K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,954$79.5K<0.01%-43,49513F-HRTimelineGroup
Hexagon Capital Partners LLC1,858$75.6K0.01%-2013F-HRTimeline
Front Row Advisors LLC1,760$71.6K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC1,730$70K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,699$69.1K<0.01%013F-HRTimeline
UMB Bank, n.a.1,669$67.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NEW WAVE WEALTH ADVISORS LLC1,604$65.2K0.03%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,590$64.7K0.01%-2413F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,533$62.3K<0.01%+20813F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,507$61.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,335$54.3K<0.01%+62813F-HRTimeline
Viewpoint Capital Management LLC1,314$53.4K0.03%013F-HRTimeline
Clearstead Advisors, LLC1,266$51.5K<0.01%-3513F-HRTimeline
New Millennium Group LLC1,139$46.3K0.03%-103,02513F-HRTimeline
Federation des caisses Desjardins du Qu…1,032$42K<0.01%013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.1,030$41.9K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,019$41.4K<0.01%+49713F-HRTimelineGroup
Pflug Koory, LLC982$39.9K0.02%-33713F-HRTimeline
Joseph Group Capital Management966$39.3K0.02%new13F-HRTimeline
Transce3nd, LLC960$39K0.01%13F-HRTimeline
Continuum Advisory, LLC879$35.7K<0.01%+24513F-HRTimeline
Quest 10 Wealth Builders, Inc.807$32.8K0.03%13F-HRTimeline
Avion Wealth805$32K0.01%+613F-HRTimeline
MATHER GROUP, LLC.744$30.3K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC735$29.9K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.718$29.2K<0.01%-6113F-HRTimeline
Tortoise Investment Management, LLC701$28.5K<0.01%+513F-HR/ATimeline
NewSquare Capital LLC654$26.6K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC648$26.4K0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.647$26.3K0.03%13F-HRTimeline
Transcendent Capital Group LLC632$25.7K0.01%new13F-HRTimeline
Bollard Group LLC610$25K<0.01%+613F-HRTimeline
ORG Partners LLC610$24.8K<0.01%+613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.598$24.3K<0.01%-2113F-HRTimelineGroup
Parallel Advisors, LLC567$23.1K<0.01%-1113F-HRTimeline
Financial Management Professionals, Inc.528$21.5K<0.01%013F-HRTimeline
Addison Advisors LLC525$21.4K0.01%-45013F-HRTimeline
Byrne Asset Management LLC482$19.6K0.01%+23113F-HRTimeline
MTM Investment Management, LLC455$18.5K0.01%-5013F-HRTimeline
Strengthening Families & Communities, L…391$16K0.01%+413F-HRTimeline
Advanced Asset Management Advisors Inc389$15.8K<0.01%013F-HRTimeline
NFSG Corp386$15.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC370$15K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC364$14.8K0.01%13F-HRTimeline
Crews Bank & Trust359$14.6K<0.01%13F-HRTimeline
EPG Wealth Management LLC352$14.3K<0.01%+313F-HRTimeline
SYNTAX RESEARCH, INC.344$14K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …353$13.8K<0.01%new13F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA325$13.2K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.326$13.1K<0.01%-11,64713F-HRTimelineGroup
Park Square Financial Group, LLC312$12.7K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…300$12.3K<0.01%-1,00013F-HRTimeline
CVA Family Office, LLC301$12.2K<0.01%013F-HRTimeline
Truvestments Capital LLC300$12.2K<0.01%013F-HRTimeline
Bank of New Hampshire300$12.2K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC299$12.2K<0.01%-2,50013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC282$11.5K0.01%13F-HRTimeline
Rice Partnership, LLC278$11.3K<0.01%013F-HRTimeline
Archer Investment Corp237$9.62K<0.01%+113F-HRTimeline
Investors Research Corp232$9.44K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…219$8.91K<0.01%+12513F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.218$8.87K<0.01%013F-HRTimelineGroup
Legacies Wealth LLC218$8.87K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC215$8.74K<0.01%013F-HRTimeline
Eukles Asset Management215$8.74K<0.01%013F-HRTimeline
Nemes Rush Group LLC206$8.38K<0.01%new13F-HRTimeline
Financial Perspectives, Inc203$8.24K<0.01%+313F-HRTimeline
Tidemark, LLC197$8.01K<0.01%-9313F-HRTimeline
Heritage Wealth Advisors185$7.52K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC176$7.16K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.170$6.91K<0.01%013F-HRTimeline
Bare Financial Services, Inc169$6.87K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC155$6.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.155$6.25K<0.01%-24513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC150$6.1K<0.01%new13F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC146$5.94K<0.01%-4,00613F-HRTimeline
Gold Investment Management Ltd.145$5.9K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC140$5.69K<0.01%-11013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC139$5.65K<0.01%013F-HRTimeline
Versant Capital Management, Inc136$5.53K<0.01%013F-HRTimeline
GAMMA Investing LLC135$5.49K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC127$5.17K<0.01%new13F-HRTimeline
Granite FO LLC125$5.08K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.124$5.04K<0.01%13F-HRTimeline
JTC Employer Solutions Trustee Ltd125$5K<0.01%013F-HRTimeline
Covestor Ltd112$5K<0.01%+3513F-HRTimeline
Sandy Spring Bank121$4.92K<0.01%013F-HRTimeline
Activest Wealth Management110$4.47K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.110$4.47K<0.01%-2813F-HRTimeline
HAZLETT, BURT & WATSON, INC.96$4K<0.01%+1613F-HRTimeline
Van Hulzen Asset Management, LLC98$3.99K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC98$3.99K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC96$3.9K<0.01%013F-HRTimeline
Element Wealth, LLC95$3.86K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp92$3.74K<0.01%new13F-HRTimelineGroup
Armor Investment Advisors, LLC92$3.74K<0.01%-4313F-HRTimeline
SYM FINANCIAL Corp86$3.5K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC85$3.42K<0.01%+113F-HRTimeline
Breakwater Investment Management82$3.33K<0.01%013F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC74$3K<0.01%+313F-HRTimeline
Pinnacle Bancorp, Inc.67$2.73K<0.01%013F-HRTimeline
REAP Financial Group, LLC66$2.68K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC65$2.62K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.58$2.36K<0.01%13F-HRTimeline
Evelyn Partners Investment Management (…58$2.36K<0.01%13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV56$2K<0.01%-8013F-HRTimeline
Central Pacific Bank - Trust Division46$1.87K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC41$1.67K<0.01%013F-HRTimeline
Piscataqua Savings Bank41$1.67K<0.01%013F-HRTimeline
WR Wealth Planners, LLC37$1.5K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC34$1.43K<0.01%-8313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…34$1.43K<0.01%-8313F-HRTimelineGroup
Manchester Capital Management LLC34$1.38K<0.01%013F-HRTimeline
SIGNATUREFD, LLC34$1.38K<0.01%-22213F-HRTimeline
Key Financial Inc31$1.26K<0.01%013F-HRTimeline
Rakuten Securities, Inc.30$1.22K<0.01%-29013F-HRTimeline
Pacifica Partners Inc.27$1.09K<0.01%013F-HRTimeline
Coston, McIsaac & Partners29$1K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC16$1K<0.01%013F-HRTimeline
McIlrath & Eck, LLC22$895<0.01%013F-HRTimeline
Davis Capital Management18$732<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC18$732<0.01%013F-HRTimeline
Register Financial Advisors LLC18$732<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17$691<0.01%new13F-HRTimelineGroup
Family Manage LLC14$569<0.01%new13F-HRTimeline
LEE DANNER & BASS INC13$529<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11$447<0.01%-5513F-HRTimelineGroup
Mattson Financial Services, LLC8$357<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC8$326<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.7$2910.03%-10,19213F-HRTimeline
Bogart Wealth, LLC6$244<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$123<0.01%013F-HRTimeline
AllSquare Wealth Management LLC3$122<0.01%013F-HRTimeline
Rise Advisors, LLC2$82<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$60<0.01%-213F-HRTimeline
Menard Financial Group LLC1$41<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1$41<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC15$00%13F-HRTimelineValue filed as zero, left out of ratios.
Ensign Peak Advisors, Inc0$00%-98913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.