Skip to content
Disclosery

XLRE SELECT SECTOR SPDR TR

Follow

SHS (fund)

744 managers (748 13F filers) reported a position in XLRE shares at 2025-03-31, 150,538,652 shares in all. 71 filers opened a position and 82 filers sold out during the quarter.

Managers
744
13F filers
748
New
71
Added
282
Reduced
282
Sold out
82
Shares held by filers
150,538,652

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,938$81.1K<0.01%-1,62013F-HRTimelineGroup
Hexagon Capital Partners LLC1,861$77.9K0.01%+313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,856$77.7K<0.01%+1,83913F-HRTimelineGroup
UMB Bank, n.a.1,804$75.5K<0.01%+13513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Front Row Advisors LLC1,760$73.7K0.03%013F-HRTimeline
Provident Wealth Management, LLC1,750$73.2K0.03%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,576$66K0.01%-1413F-HRTimeline
Continuum Advisory, LLC1,551$64.9K0.01%+67213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,533$64.2K<0.01%013F-HRTimelineGroup
Viewpoint Capital Management LLC1,314$55K0.03%013F-HRTimeline
CVA Family Office, LLC1,228$51.4K0.01%+92713F-HRTimeline
Glen Eagle Advisors, LLC1,206$50.5K0.01%+1,03013F-HRTimeline
Key Financial Inc1,191$49.8K0.01%+1,16013F-HRTimeline
Private Wealth Asset Management, LLC1,181$49.4K0.01%13F-HRTimeline
Clearstead Advisors, LLC1,135$47.5K<0.01%-13113F-HRTimeline
Wayfinding Financial, LLC1,113$46K0.02%new13F-HRTimeline
Bangor Savings Bank1,039$43.5K<0.01%-1,46813F-HRTimeline
Federation des caisses Desjardins du Qu…1,038$43.4K<0.01%+613F-HRTimeline
Pflug Koory, LLC982$41.1K0.02%013F-HRTimeline
EASTERN BANK968$40.5K<0.01%-1,46513F-HRTimeline
Cheviot Value Management, LLC900$37.7K<0.01%new13F-HRTimeline
Curat Global, LLC820$34.3K0.04%13F-HRTimeline
Avion Wealth805$32K0.01%013F-HRTimeline
MATHER GROUP, LLC.744$31.1K<0.01%013F-HRTimeline
New Millennium Group LLC740$31K0.02%-39913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC735$30.8K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.718$30K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC718$30K0.02%13F-HRTimeline
Tortoise Investment Management, LLC703$29.4K<0.01%+213F-HR/ATimeline
Quest 10 Wealth Builders, Inc.695$29.1K0.03%-11213F-HRTimeline
WEBSTER BANK, N. A.677$28.3K<0.01%+50713F-HRTimeline
IMA Advisory Services, Inc.670$28K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC648$27.1K0.01%013F-HRTimeline
Bollard Group LLC613$26K<0.01%+313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise598$25K<0.01%13F-HRTimelineGroup
Financial Management Professionals, Inc.528$22.1K<0.01%013F-HRTimeline
Addison Advisors LLC525$22K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC524$21.9K0.01%new13F-HRTimeline
Parallel Advisors, LLC501$21K<0.01%-6613F-HRTimeline
Global Trust Asset Management, LLC500$20.9K0.01%-3,56013F-HRTimeline
MTM Investment Management, LLC455$19.1K0.01%013F-HRTimeline
Joseph Group Capital Management416$17.4K0.01%-55013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC397$16.6K<0.01%+9813F-HRTimelineGroup
Strengthening Families & Communities, L…394$16.5K0.01%+313F-HRTimeline
GAMMA Investing LLC388$16.2K<0.01%+25313F-HR/ATimeline
NFSG Corp386$16.2K<0.01%013F-HRTimeline
Truvestments Capital LLC377$15.8K<0.01%+7713F-HRTimeline
Advanced Asset Management Advisors Inc373$15.6K<0.01%-1613F-HRTimeline
Minot DeBlois Advisors LLC364$15.2K0.02%013F-HRTimeline
EPG Wealth Management LLC355$14.8K<0.01%+313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …353$14.8K<0.01%013F-HRTimelineGroup
SYNTAX RESEARCH, INC.344$14.4K0.01%013F-HRTimeline
Crews Bank & Trust335$14K<0.01%-2413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.318$13.3K<0.01%+10013F-HRTimelineGroup
Bank of New Hampshire300$12.6K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC282$11.8K0.01%013F-HRTimeline
Rice Partnership, LLC278$11.6K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC266$11.1K0.01%new13F-HRTimeline
Luminist Capital LLC257$10.8K0.01%-11,44313F-HRTimeline
Archer Investment Corp237$9.9K<0.01%013F-HRTimeline
Investors Research Corp232$9.71K<0.01%013F-HRTimeline
Blue Trust, Inc.232$9.71K<0.01%new13F-HRTimeline
Pacifica Partners Inc.235$9.59K<0.01%+20813F-HRTimeline
Brooklyn Investment Group222$9.29K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…219$9.16K<0.01%013F-HRTimelineGroup
Legacies Wealth LLC218$9.12K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC215$9K<0.01%013F-HRTimeline
Eukles Asset Management215$9K<0.01%013F-HRTimeline
Nemes Rush Group LLC206$8.62K<0.01%013F-HRTimeline
Financial Perspectives, Inc204$8.53K<0.01%+113F-HRTimeline
Berbice Capital Management LLC200$8.37K0.01%new13F-HRTimeline
Tidemark, LLC197$8.24K<0.01%013F-HRTimeline
Millstone Evans Group, LLC172$7.2K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC171$7.16K<0.01%new13F-HRTimeline
Bare Financial Services, Inc169$7.07K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC150$6.28K<0.01%013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC146$6.11K<0.01%013F-HRTimeline
Gold Investment Management Ltd.145$6.07K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC140$5.86K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC140$5.84K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC139$5.82K<0.01%013F-HRTimeline
North Star Investment Management Corp.138$5.78K<0.01%new13F-HRTimeline
Versant Capital Management, Inc136$5.69K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO130$5.44K<0.01%new13F-HRTimelineGroup
Granite FO LLC125$5.23K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.124$5.19K<0.01%013F-HRTimeline
Sandy Spring Bank121$5.06K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd125$5K<0.01%013F-HRTimeline
Covestor Ltd122$5K<0.01%+1013F-HRTimeline
Park Square Financial Group, LLC118$4.94K<0.01%-19413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…111$4.64K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC111$4.64K<0.01%+8913F-HRTimeline
Activest Wealth Management110$4.6K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.110$4.6K<0.01%013F-HRTimeline
Transce3nd, LLC110$4.6K<0.01%-85013F-HRTimeline
Salomon & Ludwin, LLC98$4.1K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC96$4.02K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC92$3.85K<0.01%013F-HRTimeline
HM PAYSON & CO91$3.81K<0.01%new13F-HRTimeline
Flaharty Asset Management, LLC88$3.68K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp86$3.6K<0.01%013F-HRTimeline
Crewe Advisors LLC82$3.43K<0.01%new13F-HRTimeline
Breakwater Investment Management82$3.43K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC77$3.23K<0.01%+313F-HRTimeline
HAZLETT, BURT & WATSON, INC.80$3K<0.01%-1613F-HRTimeline
Pinnacle Bancorp, Inc.67$2.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC65$2.69K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.58$2.43K<0.01%+2813F-HRTimelineGroup
Reyes Financial Architecture, Inc.58$2.43K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…58$2.43K<0.01%013F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC54$2.26K<0.01%-7313F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division46$1.93K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC45$1.88K<0.01%new13F-HRTimeline
WestEnd Advisors, LLC41$1.72K<0.01%-3,15413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC41$1.72K<0.01%013F-HRTimeline
Piscataqua Savings Bank41$1.72K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC41$1.71K<0.01%-4413F-HRTimeline
Asset Management One Co., Ltd.40$1.67K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC39$1.63K<0.01%new13F-HRTimeline
Manchester Capital Management LLC34$1.42K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…34$1.42K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC33$1.38K<0.01%-113F-HRTimeline
Coston, McIsaac & Partners30$1K<0.01%+113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV16$1K<0.01%-4013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC16$1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14$1K<0.01%new13F-HRTimelineGroup
Richardson Capital Management LLC23$963<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC22$863<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC18$753<0.01%013F-HRTimeline
Register Financial Advisors LLC18$753<0.01%013F-HRTimeline
Family Manage LLC14$586<0.01%013F-HRTimeline
Palouse Capital Management, Inc.13$544<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11$460<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC9$377<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC8$335<0.01%013F-HRTimeline
Bogart Wealth, LLC6$251<0.01%013F-HRTimeline
Davis Capital Management6$251<0.01%-1213F-HRTimeline
TRUST CO OF VERMONT5$209<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates4$167<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC3$126<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$126<0.01%013F-HRTimeline
Rise Advisors, LLC2$85<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-30013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.