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Disclosery

XLRE SELECT SECTOR SPDR TR

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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
Creative Planningin group Creative Planning31,927,658$1.3B1.26%+2,780,35313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,687,309$801M0.07%-421,83613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,306,670$256M0.02%-686,39213F-HR/ATimelineGroup
LPL Financial LLC4,391,694$179M0.07%+53,42913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,843,679$156M0.04%+2,338,55213F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,051,329$124M3.39%+62,30413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,408,404$97.9M1.34%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,927,243$78.4M0.06%-1,932,92513F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,654,417$67.2M1.13%-838,87413F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,626,991$66.2M1.08%-1,301,80613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,254,353$51M0.02%13F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,249,311$50.8M0.1%+3,42113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,166,155$47.4M0.01%+18,71913F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,149,806$46.8M0.67%-261,06113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,031,800$42M-1,547,890Timeline
CW Advisors, LLC922,707$37.5M0.52%-17,03513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC900,624$36.6M0.23%+108,34913F-HRTimelineGroup
Advisory Alpha, LLC788,274$32.1M1.14%-18,40513F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co766,565$31.2M0.71%+182,51713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO708,690$28.8M<0.01%-34,30013F-HRTimelineGroup
Cornerstone Advisors, LLC691,700$28.1M1.12%-95,00013F-HRTimeline
Cetera Investment Advisers681,255$27.7M0.06%-49,82513F-HRTimeline
FACTORY MUTUAL INSURANCE CO659,000$26.8M0.29%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC651,516$26.5M0.01%-350,53713F-HRTimelineGroup
Money Design Co.,Ltd.633,291$25.6M1.31%-3,39713F-HRTimeline
Modern Wealth Management, LLC623,605$25.4M0.95%+616,60213F-HR/ATimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC607,810$24.7M0.48%-8,27713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA602,855$24.5M0.01%-18,98213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…572,203$23.3M0.04%+93,78313F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC525,401$21.4M<0.01%-294,44013F-HRTimelineGroup
Dean, Jacobson Financial Services, LLC516,074$21M16.03%+17,49613F-HRTimeline
Mariner, LLCin group Mariner, LLC496,494$20.2M0.03%-143,87913F-HRTimelineGroup
Stadion Money Management, LLC489,297$19.9M1.56%+28,94813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD476,816$19.4M0.1%+213,10613F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC471,334$19.2M4.83%+5,23613F-HRTimeline
Warwick Investment Management, Inc.468,728$19.1M3.93%+83913F-HRTimeline
HighTower Advisors, LLC463,360$18.8M0.03%-78,12713F-HRTimeline
COUNTRY TRUST BANK454,905$18.5M0.46%+28,90013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC450,504$18.3M0.02%-162,66213F-HRTimelineGroup
Kingsview Wealth Management, LLC449,600$18.3M0.36%-286,82913F-HRTimeline
MEANS INVESTMENT CO., INC.447,698$18.2M1.9%new13F-HRTimeline
PROFFITT & GOODSON INC444,771$18.1M3%+8,22413F-HRTimeline
Janney Capital Management LLC431,304$17.5M1.16%-18,52213F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co429,157$17.5M0.33%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC427,248$17.4M0.02%+426,35613F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding407,910$16.6M0Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…401,120$16.3M0.32%+342,86513F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …393,300$16M2.63%-16,00013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…387,972$15.8M0.69%+20,25613F-HRTimeline
WCG Wealth Advisors LLC384,775$15.6M1.03%-5,08813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC380,409$15.5M0.32%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd373,316$15.2M0.3%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT341,562$13.9M0.95%-8,25413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…335,195$13.6M0.47%-24,49813F-HRTimelineGroup
Independent Advisor Alliance327,465$13.3M0.18%new13F-HRTimeline
MAI Capital Management324,317$13.2M0.1%+18,37413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…321,556$13.1M0.03%+59,29513F-HRTimelineGroup
Stonebridge Capital Advisors LLC319,368$13M1.04%+4,21013F-HRTimeline
CWM, LLCin group CWM, LLC311,114$12.7M0.05%+21,17713F-HRTimelineGroup
Sequoia Financial Advisors, LLC307,965$12.5M0.12%+286,58113F-HR/ATimeline
AMICA MUTUAL INSURANCE CO306,206$12.5M1.28%-5,63013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP306,001$12.4M0.01%-75,22213F-HRTimelineGroup
Ballentine Partners, LLC298,364$12.1M0.21%+21,89613F-HRTimeline
Trust Asset Management LLC294,111$12M0.94%013F-HRTimeline
American Financial Advisors, LLC293,801$11.9M1.68%-5,27113F-HRTimeline
Allworth Financial LP281,919$11.6M0.06%-3,51413F-HRTimeline
Hudock, Inc.284,861$11.6M2.02%-1,66313F-HRTimeline
Cambridge Investment Research Advisors,…262,155$10.7M0.04%-59,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.283,005$10.4M0.02%+5,12213F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…250,229$10.2M0.19%+1,57613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC248,454$10.1M0.03%-10,23713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC236,055$9.6M0.02%-4,713,94513F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC233,501$9.5M0.46%-34,65813F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…233,323$9.49M0.33%+8,76313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.230,809$9.39M<0.01%+70,01613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC227,517$9.25M0.01%+29,02413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC221,697$9.02M0.02%-136,03413F-HRTimelineGroup
D.A. DAVIDSON & CO.220,998$8.99M0.07%+15,93513F-HRTimeline
Full Sail Capital, LLC219,256$8.92M0.57%-11113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.218,027$8.87M0.08%+15913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…212,692$8.65M0.03%-1,25613F-HRTimelineGroup
Estate Counselors, LLC211,213$8.59M0.92%-151,44713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC205,831$8.37M3.59%-6813F-HRTimeline
Brio Consultants, LLC201,610$8.2M1.28%+6,05513F-HRTimeline
Certified Advisory Corp198,437$8.07M0.88%+10,60613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP210,962$7.8M0.01%+13,90813F-HRTimelineGroup
Astor Investment Management LLC191,035$7.77M3.98%+153,77213F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC185,349$7.54M2.74%-7,11913F-HRTimeline
Prospera Financial Services Inc185,100$7.53M0.18%+102,66813F-HRTimeline
First Interstate Bank184,776$7.51M0.45%-5,09013F-HRTimeline
Cordatus Wealth Management LLC183,591$7.47M1.97%+129,76313F-HRTimeline
Prasad Wealth Partners, LLC178,269$7.25M2.35%13F-HRTimeline
RFG Advisory, LLC177,257$7.21M0.2%-97,42613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…177,080$7.2M0.01%-419,61713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…170,871$6.95M0.02%+3,71713F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…169,796$6.91M<0.01%-136,37013F-HRTimelineGroup
Quantitative Investment Management, LLC168,638$6.86M0.51%new13F-HRTimeline
Baker Avenue Asset Management, LP168,328$6.85M0.21%+106,24413F-HRTimeline
Private Advisor Group, LLC167,246$6.8M0.04%-81,32113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC164,144$6.68M0.03%+85413F-HRTimelineGroup
Graypoint LLC162,778$6.62M0.4%-7,12013F-HRTimeline
CASTLEARK MANAGEMENT LLC160,370$6.52M0.23%-89,70013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…157,822$6.42M0.02%+14,05913F-HRTimelineGroup
Capital Advisors Wealth Management, LLC157,413$6.4M1.14%+133,32213F-HRTimeline
Private Advisory Group LLC155,791$6.34M0.71%+42,29113F-HR/ATimeline
Janney Montgomery Scott LLC153,124$6.23M0.02%-1,076,60713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC151,627$6.17M0.49%+3,98313F-HRTimeline
CHOREO, LLC150,767$6.13M0.09%+7,96613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.150,517$6.12M0.04%+23,17013F-HRTimeline
AE Wealth Management LLC149,471$6.08M0.05%+42,03813F-HRTimeline
Integrated Advisors Network LLC148,001$6.02M0.29%+13,81613F-HRTimeline
Fortis Group Advisors, LLC144,952$5.9M1.1%-122,39213F-HRTimeline
Solano Wealth Investment Advisors LLC144,628$5.88M3.54%13F-HRTimeline
Beacon Pointe Advisors, LLC144,309$5.87M0.07%-11,36413F-HRTimeline
Algorithmic Investment Models, LLC138,842$5.65M4.35%+36,32313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC137,821$5.61M0.01%+1,85313F-HRTimelineGroup
Ayalon Insurance Comp Ltd.135,604$5.51M1.7%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC134,791$5.48M0.1%+125,22713F-HRTimeline
INVENIO WEALTH PARTNERS LLC134,602$5.47M2.29%new13F-HRTimeline
Adams Wealth Management134,119$5.45M1.04%+27,52713F-HRTimeline
CacheTech Inc.134,119$5.45M1.02%+27,52713F-HRTimeline
Financial Advocates Investment Manageme…132,323$5.38M0.31%-3,36613F-HRTimeline
FIRST MERCHANTS CORP131,114$5.33M0.2%-3,63613F-HRTimeline
GeoWealth Management, LLC130,853$5.32M0.17%-27,18413F-HRTimeline
Geneos Wealth Management Inc.127,195$5.17M0.18%+3,23013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp126,879$5.16M0.49%+118,14713F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding125,033$5.09M+82,041Timeline
CAPITAL INSIGHT PARTNERS, LLC121,994$4.96M0.86%+8,46413F-HRTimeline
Lake Hills Wealth Management, LLC121,841$4.96M3.39%new13F-HRTimeline
Jessup Wealth Management, Inc119,977$4.88M2.08%-2,63813F-HRTimeline
Legacy Private Trust Co.119,960$4.88M0.32%+4,22513F-HRTimeline
Aspect Partners, LLC118,983$4.84M2.79%-46813F-HRTimeline
Cullen Capital Management, LLC117,959$4.8M0.06%new13F-HRTimeline
Rothschild Capital Partners, LLC117,174$4.77M1.16%+15,16613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management116,327$4.73M0.01%+81,22713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…114,451$4.65M0.09%+15,40613F-HRTimelineGroup
Peak Retirement Planning, Inc.111,891$4.58M3.09%13F-HRTimeline
JFS WEALTH ADVISORS, LLC112,558$4.58M0.31%+13,24013F-HRTimeline
PSI Advisors, LLC109,742$4.46M1.32%-1,80713F-HRTimeline
Robertson Stephens Wealth Management, L…109,457$4.45M0.16%-110,44113F-HRTimeline
Clarity Financial LLC108,599$4.42M0.53%-2,80313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC108,014$4.39M0.82%+25,31913F-HRTimeline
Atria Investments, Inc107,559$4.37M0.05%+22,45613F-HRTimeline
Gladstone Institutional Advisory LLC105,616$4.3M0.2%+17,69413F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV105,550$4.29M3.84%13F-HRTimeline
Sanctuary Advisors, LLC103,060$4.28M0.03%-13,87313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp104,280$4.24M0.01%-98613F-HRTimelineGroup
Capital Investment Advisors, LLC102,471$4.17M0.08%+7613F-HRTimeline
IHT Wealth Management, LLC101,932$4.15M0.13%-22,32213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management101,812$4.14M0.13%+2,67713F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC100,719$4.1M0.14%+2,92213F-HRTimeline
FOSTER & MOTLEY INC100,722$4.1M0.27%-5,12713F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.99,825$4.06M1.98%-8,74813F-HRTimeline
Aptus Capital Advisors, LLC99,395$4.04M0.05%+87,69313F-HRTimeline
Nelson Capital Management, LLC98,731$4.02M0.67%-28713F-HRTimeline
New England Capital Financial Advisors …98,589$4.01M1.96%+3,55513F-HRTimeline
Private Wealth Advisors, LLC98,386$4M1.74%-58013F-HRTimeline
Integrated Wealth Concepts LLC98,155$3.99M0.05%-19,53713F-HRTimeline
StrongBox Wealth, LLC96,567$3.93M1.66%-65613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP93,994$3.82M<0.01%-6,04813F-HRTimelineGroup
Schonfeld Strategic Advisors LLC93,121$3.79M0.02%+79,33313F-HRTimeline
CHEMUNG CANAL TRUST CO92,325$3.75M0.78%+50,89413F-HRTimeline
OneDigital Investment Advisors LLC91,542$3.72M0.04%+17313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC90,104$3.66M0.12%-10013F-HRTimeline
HARBOUR INVESTMENTS, INC.88,793$3.61M0.1%+25,83613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.87,184$3.55M0.57%+8,52813F-HRTimeline
1ST SOURCE BANK85,643$3.48M0.2%+76813F-HRTimeline
GTS SECURITIES LLC84,969$3.46M0.17%-143,07913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC84,099$3.42M0.01%+65,76913F-HRTimelineGroup
Palumbo Wealth Management LLC82,285$3.35M1.25%+2,96813F-HRTimeline
Chesley Taft & Associates LLC80,360$3.27M0.15%+2,23013F-HRTimeline
CAP Partners, LLC78,999$3.21M2.26%+1,47113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…77,887$3.17M0.04%+4,48613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV77,444$3.15M0.26%+56113F-HRTimeline
Orion Porfolio Solutions, LLC76,838$3.12M0.03%-5,43713F-HRTimeline
Orion Portfolio Solutions, LLC76,838$3.12M0.03%-5,43713F-HRTimeline
EP Wealth Advisors, LLC76,511$3.11M0.03%+24,70613F-HRTimeline
Banco BTG Pactual S.A.77,089$3.11M0.73%new13F-HRTimeline
FORBES J M & CO LLP76,050$3.09M0.3%013F-HRTimeline
Atria Wealth Solutions, Inc.75,123$3.06M0.03%+11,07413F-HRTimeline
CARDIFF PARK ADVISORS, LLC74,591$3.03M0.29%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT74,335$3.02M0.2%+2,63113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,993$2.97M<0.01%-1,054,75513F-HRTimelineGroup
Vickerman Investment Advisors, Inc.71,874$2.92M0.79%-2,51013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…67,590$2.75M1.04%+2,98413F-HRTimeline
Prentice Wealth Management LLC67,004$2.73M0.79%+2,34613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management66,913$2.72M0.04%-4,12913F-HRTimelineGroup
West Financial Advisors, LLC66,005$2.68M0.52%+7,91213F-HRTimeline
IMZ Advisory Inc65,864$2.68M1.22%+22,77213F-HRTimeline
Paladin Advisory Group, LLC63,142$2.57M1.97%-47613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.62,854$2.56M0.18%-26013F-HRTimelineGroup
Alpha Cubed Investments, LLC61,838$2.51M0.11%new13F-HRTimeline
BAILARD, INC.61,599$2.51M0.06%+2,90313F-HRTimeline
Dakota Wealth Management61,502$2.5M0.06%-11,05413F-HRTimeline
AlphaMark Advisors, LLC61,111$2.48M1.08%+1,17513F-HRTimeline
Pacific Center for Financial Services60,948$2.48M0.64%+4,31913F-HRTimeline
Mutual Advisors, LLC59,609$2.45M0.07%-8,67013F-HRTimeline
Signal Advisors Wealth, LLC60,185$2.45M0.28%+32,80013F-HRTimeline
Jacobi Capital Management LLC60,092$2.44M0.18%+7,14213F-HRTimeline
NewEdge Advisors, LLC59,501$2.42M0.01%+10,21913F-HRTimeline