Skip to content
Disclosery

XLRE SELECT SECTOR SPDR TR

Follow

SHS (fund)

723 managers (727 13F filers) reported a position in XLRE shares at 2025-09-30, 148,107,397 shares in all. 69 filers opened a position and 56 filers sold out during the quarter.

Managers
723
13F filers
727
New
69
Added
295
Reduced
230
Sold out
56
Shares held by filers
148,107,397

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.636$26.8K<0.01%013F-HRTimelineGroup
Bollard Group LLC621$26K<0.01%+413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise576$24K<0.01%-2213F-HRTimelineGroup
Parallel Advisors, LLC545$23K<0.01%+113F-HRTimeline
Cherry Tree Wealth Management, LLC537$22.6K<0.01%013F-HRTimeline
New Millennium Group LLC534$22.5K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\533$22.5K<0.01%013F-HRTimelineGroup
Addison Advisors LLC525$22.1K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC500$21.1K<0.01%new13F-HRTimeline
MTM Investment Management, LLC455$19.2K0.01%013F-HRTimeline
GAMMA Investing LLC428$18K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.416$17.5K0.01%new13F-HRTimeline
Strengthening Families & Communities, L…400$16.9K<0.01%+313F-HRTimeline
Cedar Wealth Management, LLC398$16.8K0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc397$16.7K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC397$16.7K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.380$16K0.01%+5013F-HRTimeline
NFSG Corp377$15.9K<0.01%-913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.371$15.6K<0.01%013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…350$14.7K0.02%+19613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …353$14.6K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…343$14.5K<0.01%+7513F-HRTimelineGroup
Biltmore Family Office, LLC338$14.2K<0.01%new13F-HRTimeline
Crews Bank & Trust335$14.1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC338$14K<0.01%new13F-HRTimelineGroup
Missouri Trust & Investment Co326$13.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.314$13.2K<0.01%-34313F-HRTimeline
Truvestments Capital LLC300$12.6K<0.01%013F-HRTimeline
Bank of New Hampshire300$12.6K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC284$11.9K0.01%+113F-HRTimeline
Rice Partnership, LLC278$11.7K<0.01%013F-HRTimeline
Rossmore Private Capital270$11.4K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC189$10.9K<0.01%-31,53813F-HRTimeline
Minot DeBlois Advisors LLC250$10.5K0.01%-11413F-HRTimeline
Signature Resources Capital Management,…250$10.5K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …248$10.4K<0.01%new13F-HRTimelineGroup
Archer Investment Corp237$9.98K<0.01%013F-HRTimeline
Investors Research Corp232$9.77K<0.01%013F-HRTimeline
Legacies Wealth LLC218$9.18K0.01%013F-HRTimeline
Millstone Evans Group, LLC217$9.14K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC215$9.06K<0.01%013F-HRTimeline
Eukles Asset Management215$9.06K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …213$8.97K<0.01%13F-HRTimelineGroup
Financial Perspectives, Inc207$8.73K<0.01%+113F-HRTimeline
Tradewinds Capital Management, LLC207$8.72K<0.01%new13F-HRTimeline
Strategic Advocates LLC207$8.72K<0.01%new13F-HRTimeline
Asset Dedication, LLC203$8.55K<0.01%new13F-HRTimeline
Nemes Rush Group LLC201$8.48K<0.01%+5413F-HRTimeline
Cape Investment Advisory, Inc.198$8.34K0.01%-1513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources195$8.21K<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC193$8.13K0.01%new13F-HRTimeline
North Star Investment Management Corp.173$7.29K<0.01%-21713F-HRTimeline
Bare Financial Services, Inc169$7.12K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC162$6.83K0.01%new13F-HRTimeline
Joseph Group Capital Management156$6.57K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC156$6.57K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC150$6.32K<0.01%-1,50013F-HRTimelineGroup
Gold Investment Management Ltd.145$6.11K<0.01%013F-HRTimeline
ORG Partners LLC143$6.02K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC140$5.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc136$5.73K<0.01%013F-HRTimeline
Root Financial Partners, LLC131$5.54K<0.01%new13F-HRTimeline
Granite FO LLC125$5.27K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.124$5.22K<0.01%013F-HRTimeline
Scarborough Advisors, LLC115$4.83K<0.01%+113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.114$4.8K<0.01%+6013F-HRTimelineGroup
Activest Wealth Management110$4.63K<0.01%013F-HRTimeline
CITY HOLDING CO100$4.21K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP100$4.21K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC98$4.12K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC96$4.04K<0.01%013F-HRTimeline
Covestor Ltd93$4K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC89$3.75K<0.01%-165,07813F-HRTimeline
McIlrath & Eck, LLC89$3.75K<0.01%013F-HRTimeline
Weaver Capital Management LLC87$3.67K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC87$3.65K<0.01%+2213F-HRTimeline
SYM FINANCIAL Corp86$3.62K<0.01%013F-HRTimeline
LGT Financial Advisors LLC83$3.5K0.01%013F-HRTimeline
Breakwater Investment Management82$3.46K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC75$3.16K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB68$2.87K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.67$2.82K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC62$2.61K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC59$2.49K<0.01%new13F-HRTimeline
Evelyn Partners Investment Management (…58$2.44K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…57$2.4K<0.01%-3413F-HRTimelineGroup
Crewe Advisors LLC53$2.23K<0.01%+2913F-HRTimeline
Quest 10 Wealth Builders, Inc.53$2.23K<0.01%-8213F-HRTimeline
Caitlin John, LLC48$2.03K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC46$1.94K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division46$1.94K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC45$1.9K<0.01%013F-HRTimeline
WestEnd Advisors, LLC44$1.85K<0.01%+313F-HRTimeline
Luken Investment Analytics, LLC42$1.77K<0.01%-181,55113F-HRTimeline
Frazier Financial Advisors, LLC41$1.74K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC41$1.73K<0.01%013F-HRTimeline
Piscataqua Savings Bank41$1.73K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.39$1.64K<0.01%new13F-HRTimelineGroup
Guerra Advisors Inc38$1.6K<0.01%new13F-HRTimeline
Bogart Wealth, LLC35$1.48K<0.01%013F-HRTimeline
Manchester Capital Management LLC34$1.43K<0.01%013F-HRTimeline
Key Financial Inc31$1.31K<0.01%-18013F-HRTimeline
KELLEHER FINANCIAL ADVISORS24$1.01K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC18$758<0.01%013F-HRTimeline
Register Financial Advisors LLC18$758<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK16$674<0.01%-4,02913F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC16$674<0.01%013F-HRTimeline
Wealth Watch Advisors, INC15$632<0.01%new13F-HRTimeline
Family Manage LLC14$590<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11$463<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…8$329<0.01%new13F-HRTimeline
Davis Capital Management6$253<0.01%13F-HRTimeline
TRUST CO OF VERMONT5$211<0.01%013F-HRTimeline
Global Wealth Strategies & Associates4$169<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$127<0.01%013F-HRTimeline
Bernard Wealth Management Corp.3$127<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC3$126<0.01%013F-HRTimeline
Rise Advisors, LLC2$87<0.01%-213F-HRTimeline
Principia Wealth Advisory, LLC2$84<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.0$4<0.01%-3213F-HRTimelineAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Accredited Wealth Management, LLC2,850$338+2,84213F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.