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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

752 managers (759 13F filers) reported a position in XLRE shares at 2026-03-31, 140,412,103 shares in all. 79 filers opened a position and 96 filers sold out during the quarter.

Managers
752
13F filers
759
New
79
Added
300
Reduced
239
Sold out
96
Shares held by filers
140,412,103

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Birchwood Financial Partners, Inc.1,258$51.4K0.05%+813F-HRTimeline
Blue Trust, Inc.1,256$51.3K<0.01%-23813F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,240$50.6K0.07%+513F-HRTimeline
Private Wealth Asset Management, LLC1,209$49.4K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,171$47.8K0.05%-10213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,162$47.4K<0.01%+1,08213F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,112$45.4K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,109$45.3K0.02%013F-HRTimeline
Bangor Savings Bank1,081$44.1K<0.01%+19213F-HRTimeline
SOA Wealth Advisors, LLC.1,067$43.6K0.01%-47113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…993$40.5K<0.01%013F-HR/ATimelineGroup
Pflug Koory, LLC988$40.3K0.02%+213F-HRTimeline
Harbor Asset Planning, Inc.987$40.3K0.03%+613F-HRTimeline
Wilmington Savings Fund Society, FSB979$40K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC954$39K<0.01%-1,03513F-HRTimeline
Clark Wealth Partners939$38.3K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…913$37.3K<0.01%013F-HRTimeline
Triumph Capital Management834$34.1K0.01%+1113F-HRTimeline
Curat Global, LLC820$33.5K0.03%013F-HRTimeline
Avion Wealth833$33K0.01%+513F-HRTimeline
Clearstead Advisors, LLC762$31.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC751$30.7K<0.01%+1613F-HRTimeline
PlanVest Financial, Inc736$30.1K0.02%13F-HRTimeline
Nalls Sherbakoff Group, LLC718$29.3K0.02%013F-HRTimeline
Byrne Asset Management LLC715$29.2K0.02%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV705$28.8K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/700$28.6K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC686$28K0.03%013F-HRTimeline
SIGNATUREFD, LLC684$27.9K<0.01%+63813F-HRTimeline
WEBSTER BANK, N. A.677$27.6K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.670$27.4K<0.01%013F-HRTimeline
BAYBAN659$26.9K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.657$26.8K0.01%013F-HRTimeline
Atomic Invest LLC647$26K0.01%-6313F-HRTimeline
Bollard Group LLC630$26K<0.01%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO600$24.5K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC585$23.9K0.01%+4813F-HRTimeline
Keating Financial Advisory Services, In…584$23.8K<0.01%+1213F-HRTimeline
Aventura Private Wealth, LLC581$23.7K0.01%-1,03113F-HRTimeline
Richard W. Paul & Associates, LLC553$22.6K0.01%-40,57813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…541$22.1K<0.01%+17813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\533$21.8K<0.01%013F-HRTimelineGroup
Addison Advisors LLC525$21.4K<0.01%013F-HRTimeline
Smithfield Trust Co513$21K<0.01%013F-HRTimeline
Eukles Asset Management511$20.9K0.01%+15513F-HRTimeline
Wellington Grp LLC503$20.5K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC500$20.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC460$18.8K<0.01%+18413F-HR/ATimeline
MTM Investment Management, LLC456$18.6K0.01%013F-HRTimeline
NVWM, LLC445$18.2K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…434$17.7K0.02%-313F-HRTimeline
Dunhill Financial, LLC418$17.1K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…407$16.6K<0.01%+213F-HRTimeline
Advanced Asset Management Advisors Inc397$16.2K<0.01%013F-HRTimeline
Crews Bank & Trust390$15.9K<0.01%-1013F-HRTimeline
Robinswood Financial LLC388$15.9K<0.01%new13F-HR/ATimeline
NFSG Corp377$15.4K<0.01%-1913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.371$15.1K<0.01%013F-HRTimelineGroup
MidFirst Bank371$15.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.380$15K<0.01%013F-HRTimeline
Biltmore Family Office, LLC338$13.8K<0.01%-22913F-HRTimeline
Investors Portfolio Services LLC328$13.4K0.01%+213F-HRTimeline
Missouri Trust & Investment Co326$13.3K<0.01%013F-HRTimeline
Truvestments Capital LLC300$12.3K<0.01%013F-HRTimeline
Bank of New Hampshire300$12.2K<0.01%013F-HRTimeline
Imprint Wealth LLC297$12.1K0.06%013F-HRTimeline
VISION FINANCIAL MARKETS LLC285$11.6K0.01%013F-HRTimeline
Rice Partnership, LLC278$11.4K<0.01%013F-HRTimeline
Rossmore Private Capital270$11K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.266$10.9K<0.01%+5713F-HRTimelineGroup
Pacifica Partners Inc.246$10K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC215$9.5K0.01%013F-HRTimeline
Millstone Evans Group, LLC217$8.86K0.01%013F-HRTimeline
Financial Perspectives, Inc211$8.61K<0.01%+213F-HRTimeline
Tradewinds Capital Management, LLC207$8.45K<0.01%013F-HRTimeline
Berbice Capital Management LLC200$8.17K0.01%new13F-HRTimeline
Activest Wealth Management180$7.35K<0.01%+7013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC179$7.31K<0.01%013F-HRTimeline
Bare Financial Services, Inc169$6.9K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.166$6.78K<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC165$6.74K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC156$6.37K<0.01%+5613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…154$6.29K<0.01%new13F-HRTimeline
Gold Investment Management Ltd.145$5.92K<0.01%013F-HRTimeline
Nemes Rush Group LLC144$5.87K<0.01%-5913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK141$5.76K<0.01%+12513F-HRTimelineGroup
Versant Capital Management, Inc136$5.55K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC131$5.35K<0.01%013F-HR/ATimeline
Tidemark, LLC128$5.23K<0.01%new13F-HRTimeline
Granite FO LLC125$5.1K<0.01%013F-HR/ATimeline
Scarborough Advisors, LLC117$4.76K<0.01%+113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…111$4.53K<0.01%013F-HRTimeline
Axiom Investment Management LLC109$4.45K<0.01%13F-HRTimeline
Minot DeBlois Advisors LLC100$4.08K<0.01%-10013F-HRTimeline
MATHER GROUP, LLC.100$4.08K<0.01%new13F-HRTimeline
CITY HOLDING CO100$4.08K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC98$4.08K<0.01%013F-HRTimeline
Key Capital Management, INC98$4K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC97$3.96K<0.01%+1013F-HRTimeline
Mascoma Wealth Management LLC96$3.92K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC89$3.64K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC89$3.63K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co84$3.43K<0.01%new13F-HRTimeline
Breakwater Investment Management82$3.35K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC78$3.19K<0.01%-24413F-HRTimeline
FINANCIAL CONSULATE, INC75$3.06K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…72$2.94K<0.01%013F-HRTimeline
Hickory Point Bank & Trust69$2.82K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC67$2.74K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.67$2.74K<0.01%013F-HRTimeline
Capital Advisor Network LLC63$2.57K<0.01%13F-HR/ATimeline
Nova Wealth Management, Inc.61$2.49K<0.01%new13F-HRTimeline
North Star Investment Management Corp.60$2.45K<0.01%-9213F-HRTimeline
Rialto Wealth Management, LLC59$2.41K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…58$2.37K<0.01%013F-HRTimeline
CURIO WEALTH, LLC57$2.33K<0.01%-10513F-HRTimeline
Quest 10 Wealth Builders, Inc.53$2.16K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division46$1.88K<0.01%013F-HRTimeline
WestEnd Advisors, LLC44$1.8K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC42$1.72K<0.01%013F-HRTimeline
Daytona Street Capital LLC41$1.68K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC41$1.68K<0.01%013F-HRTimeline
Piscataqua Savings Bank41$1.67K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC40$1.63K<0.01%013F-HRTimeline
Bogart Wealth, LLC35$1.43K<0.01%-40013F-HRTimeline
Manchester Capital Management LLC34$1.39K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP31$1.27K<0.01%013F-HRTimeline
Key Financial Inc31$1.27K<0.01%013F-HRTimeline
SHP Wealth Management29$1.18K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.28$1.14K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/36$1K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC16$1K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS24$980<0.01%013F-HRTimeline
Weaver Capital Management LLC22$899<0.01%013F-HRTimeline
Archer Investment Corp20$830<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC18$735<0.01%013F-HRTimeline
Register Financial Advisors LLC18$735<0.01%013F-HRTimeline
Family Manage LLC14$572<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11$449<0.01%013F-HRTimelineGroup
Asset Dedication, LLC8$327<0.01%new13F-HRTimeline
MCF Advisors LLC8$327<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.8$327<0.01%-14213F-HR/ATimelineGroup
Davis Capital Management6$245<0.01%013F-HRTimeline
Rossby Financial, LCC5$205<0.01%013F-HRTimeline
Caitlin John, LLC5$204<0.01%-113F-HRTimeline
PMV Capital Advisers, LLC4$163<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3$123<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$82<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1$41<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…1$34<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.
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.