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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

719 managers (723 13F filers) reported a position in XLRE shares at 2025-06-30, 139,723,893 shares in all. 59 filers opened a position and 84 filers sold out during the quarter.

Managers
719
13F filers
723
New
59
Added
263
Reduced
280
Sold out
84
Shares held by filers
139,723,893

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Nalls Sherbakoff Group, LLC718$29.7K0.02%013F-HRTimeline
Tortoise Investment Management, LLC703$29.1K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.677$28K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.670$27.8K<0.01%013F-HRTimeline
Byrne Asset Management LLC663$27.5K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.657$26.9K0.01%-2,60013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC648$26.8K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.636$26.3K<0.01%-3,58313F-HRTimelineGroup
Bollard Group LLC617$26K<0.01%+413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise598$25K<0.01%013F-HRTimelineGroup
Choate Investment Advisors554$22.9K<0.01%new13F-HRTimeline
Parallel Advisors, LLC544$22.5K<0.01%+4313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.543$22.5K<0.01%-2,18213F-HRTimelineGroup
Cherry Tree Wealth Management, LLC537$22.2K0.01%new13F-HRTimeline
New Millennium Group LLC534$22.1K0.01%-20613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\533$22.1K<0.01%-1,00013F-HRTimelineGroup
Addison Advisors LLC525$21.7K0.01%013F-HRTimeline
Global Trust Asset Management, LLC500$20.7K0.01%013F-HRTimeline
MTM Investment Management, LLC455$18.8K0.01%013F-HRTimeline
GAMMA Investing LLC428$17.7K<0.01%+4013F-HRTimeline
Cedar Wealth Management, LLC398$16.5K0.01%new13F-HRTimeline
Strengthening Families & Communities, L…397$16.5K0.01%+313F-HRTimeline
Advanced Asset Management Advisors Inc397$16.4K<0.01%+2413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC397$16.4K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.390$16.2K<0.01%+25213F-HRTimeline
NFSG Corp386$16K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.371$15.4K<0.01%+5313F-HRTimelineGroup
Minot DeBlois Advisors LLC364$15.1K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …353$14.6K<0.01%013F-HRTimelineGroup
Crews Bank & Trust335$13.9K<0.01%013F-HRTimeline
Missouri Trust & Investment Co326$13.5K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners323$13.4K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.330$13K0.01%+25013F-HRTimeline
Truvestments Capital LLC300$12.4K<0.01%-7713F-HRTimeline
Bank of New Hampshire300$12.4K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC283$11.7K0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…279$11.6K<0.01%new13F-HRTimeline
Rice Partnership, LLC278$11.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…268$11.1K<0.01%+4913F-HRTimelineGroup
Luminist Capital LLC257$10.7K0.01%013F-HRTimeline
Archer Investment Corp237$9.81K<0.01%013F-HRTimeline
Investors Research Corp232$9.61K<0.01%013F-HRTimeline
Brooklyn Investment Group222$9.2K<0.01%013F-HR/ATimeline
Legacies Wealth LLC218$9.03K0.01%013F-HRTimeline
Millstone Evans Group, LLC217$8.99K0.01%+4513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC215$8.9K<0.01%013F-HRTimeline
Eukles Asset Management215$8.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.213$8.82K<0.01%+10313F-HRTimeline
Key Financial Inc211$8.74K<0.01%-98013F-HRTimeline
Glen Eagle Advisors, LLC206$8.53K<0.01%-1,00013F-HRTimeline
Financial Perspectives, Inc206$8.52K<0.01%+213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources195$8.08K<0.01%new13F-HRTimelineGroup
Tidemark, LLC171$7.08K<0.01%-2613F-HRTimeline
Bare Financial Services, Inc169$7K<0.01%013F-HRTimeline
Joseph Group Capital Management156$6.46K<0.01%-26013F-HR/ATimeline
Barnes Dennig Private Wealth Management…154$6.38K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.155$6.3K<0.01%new13F-HRTimeline
Nemes Rush Group LLC147$6.1K<0.01%-5913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC146$6.05K<0.01%013F-HRTimeline
Gold Investment Management Ltd.145$6.05K<0.01%013F-HRTimeline
ORG Partners LLC143$5.92K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC140$5.8K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC139$5.76K<0.01%013F-HRTimeline
Versant Capital Management, Inc136$5.63K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.135$5.59K0.01%-56013F-HRTimeline
Granite FO LLC125$5.18K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.124$5.14K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd125$5K<0.01%013F-HRTimeline
Scarborough Advisors, LLC114$4.71K<0.01%new13F-HRTimeline
Activest Wealth Management110$4.56K<0.01%013F-HRTimeline
Transce3nd, LLC110$4.56K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC100$4.14K<0.01%-3,37813F-HRTimeline
Salomon & Ludwin, LLC98$4.09K<0.01%013F-HRTimeline
Covestor Ltd93$4K<0.01%-2913F-HRTimeline
Mascoma Wealth Management LLC96$3.98K<0.01%013F-HRTimeline
Grove Bank & Trust95$3.94K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC91$3.77K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…91$3.77K<0.01%+5713F-HRTimelineGroup
McIlrath & Eck, LLC89$3.69K<0.01%-2213F-HRTimeline
Weaver Capital Management LLC87$3.6K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp86$3.56K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.83$3.44K<0.01%13F-HRTimeline
LGT Financial Advisors LLC83$3.44K0.01%new13F-HRTimeline
Breakwater Investment Management82$3.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC78$3.23K<0.01%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB68$2.82K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.67$2.77K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC65$2.67K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…58$2.4K<0.01%013F-HR/ATimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.54$2.24K<0.01%-413F-HR/ATimelineGroup
SIGNATUREFD, LLC46$1.91K<0.01%+1313F-HRTimeline
Central Pacific Bank - Trust Division46$1.91K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC45$1.86K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC44$1.83K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC41$1.7K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC41$1.7K<0.01%013F-HRTimeline
WestEnd Advisors, LLC41$1.7K<0.01%013F-HRTimeline
Piscataqua Savings Bank41$1.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC35$1.45K<0.01%+2913F-HRTimeline
Manchester Capital Management LLC34$1.41K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.32$1.34K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/36$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crewe Advisors LLC24$995<0.01%-5813F-HRTimeline
Smallwood Wealth Investment Management,…20$828<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC18$746<0.01%013F-HRTimeline
Register Financial Advisors LLC18$746<0.01%013F-HRTimeline
Family Manage LLC14$580<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11$456<0.01%013F-HRTimelineGroup
Accredited Wealth Management, LLC8$332<0.01%013F-HRTimeline
TRUST CO OF VERMONT5$207<0.01%013F-HRTimeline
Rise Advisors, LLC4$169<0.01%+213F-HRTimeline
Global Wealth Strategies & Associates4$166<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$125<0.01%013F-HRTimeline
AllSquare Wealth Management LLC3$124<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$83<0.01%-2013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$62<0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC16$00%013F-HRTimelineValue filed as zero, left out of ratios.
Coston, McIsaac & Partners1$00%-2913F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.