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Disclosery

XLRE SELECT SECTOR SPDR TR

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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
Creative Planningin group Creative Planning34,507,302$1.44B1.36%+2,579,64413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,088,951$799M0.07%-598,35813F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co13,351,517$447M11.87%+12,584,95213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,834,549$286M0.02%+527,87913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,025,561$168M0.04%+181,88213F-HRTimelineGroup
LPL Financial LLC3,942,327$165M0.06%-449,36713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,611,145$151M0.12%+1,683,90213F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,534,204$148M2.26%+1,125,80013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,093,241$129M3.64%+41,91213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,622,231$67.9M0.89%-4,76013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,403,059$58.7M0.01%+236,90413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,340,000$56.1M0.02%+688,48413F-HRTimelineGroup
Moss Adams Wealth Advisors LLC1,265,158$52.9M5.58%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,261,073$52.8M0.1%+11,76213F-HRTimelineGroup
Capital Investment Advisors, LLC1,234,773$51.7M1.01%+1,132,30213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,156,095$48.4M0.02%-98,25813F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,150,124$48.1M0.68%+31813F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC1,083,175$45.3M0.26%+182,55113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,005,038$42.1M-26,762Timeline
Advisory Alpha, LLC971,421$40.5M1.38%+183,14713F-HR/ATimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.959,400$40.2M0.26%new13F-HRTimelineGroup
CW Advisors, LLC937,989$39.3M0.47%+15,28213F-HRTimeline
Cetera Investment Advisers706,924$29.6M0.06%+25,66913F-HRTimeline
Cornerstone Advisors, LLC688,900$28.8M1.24%-2,80013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC686,521$28.7M0.69%+78,71113F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO659,000$27.6M0.32%013F-HRTimeline
Money Design Co.,Ltd.644,687$27M1.35%+11,39613F-HRTimeline
Modern Wealth Management, LLC613,294$25.7M0.82%-10,31113F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC593,100$24.8M<0.01%+67,69913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO590,511$24.7M<0.01%-118,17913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…586,876$24.6M0.05%+14,67313F-HRTimeline
MEANS INVESTMENT CO., INC.586,531$24.5M2.61%+138,83313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD567,895$23.8M0.44%-1,086,52213F-HRTimelineGroup
Dean, Jacobson Financial Services, LLC515,347$21.6M16.59%-72713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd501,575$21M0.47%+128,25913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA498,786$20.9M<0.01%-104,06913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC494,395$20.7M0.03%-2,09913F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC474,255$19.8M5.58%+2,92113F-HRTimeline
Warwick Investment Management, Inc.470,065$19.7M4.09%+1,33713F-HRTimeline
Stadion Money Management, LLC464,892$19.5M1.94%-24,40513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD464,364$19.4M0.1%-12,45213F-HRTimelineGroup
HighTower Advisors, LLC464,063$19.4M0.03%+70313F-HRTimeline
PROFFITT & GOODSON INC456,943$19.1M3.15%+12,17213F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co429,157$18M0.36%013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…425,027$17.8M0.8%+37,05513F-HRTimeline
Janney Capital Management LLC420,123$17.6M1.21%-11,18113F-HRTimeline
GTS SECURITIES LLC415,416$17.4M0.75%+330,44713F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding407,910$17.1M0Timeline
COUNTRY TRUST BANK404,280$16.9M0.43%-50,62513F-HR/ATimeline
ALBION FINANCIAL GROUP /UT376,021$15.7M1.11%+34,45913F-HRTimeline
Private Advisor Group, LLC360,581$15.1M0.09%+193,33513F-HRTimeline
CWM, LLCin group CWM, LLC351,978$14.7M0.06%+40,86413F-HRTimelineGroup
Kingsview Wealth Management, LLC351,408$14.7M0.28%-98,19213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…350,211$14.7M0.59%+15,01613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC342,998$14.4M0.02%+115,48113F-HRTimeline
WCG Wealth Advisors LLC332,487$13.9M1.06%-52,28813F-HR/ATimeline
Stonebridge Capital Advisors LLC325,912$13.6M1.11%+6,54413F-HRTimeline
Ballentine Partners, LLC311,752$13M0.23%+13,38813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP309,109$12.9M0.01%+3,10813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC308,561$12.9M0.06%+144,41713F-HRTimelineGroup
Hudock, Inc.296,185$12.4M2.17%+11,32413F-HRTimeline
Trust Asset Management LLC295,390$12.4M1.01%+1,27913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…292,949$12.3M0.22%+42,72013F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO292,706$12.2M1.35%-13,50013F-HRTimeline
American Financial Advisors, LLC288,074$12.1M1.75%-5,72713F-HRTimeline
MAI Capital Management282,434$11.8M0.09%-41,88313F-HRTimeline
Allworth Financial LP288,713$11.7M0.07%+6,79413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC268,672$11.2M0.01%+226,94613F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC265,464$11.1M0.58%+219,95313F-HRTimeline
D.A. DAVIDSON & CO.264,207$11.1M0.09%+43,20913F-HRTimeline
Fortis Group Advisors, LLC260,441$10.9M2.12%+115,48913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…253,870$10.5M0.31%-147,25013F-HRTimelineGroup
Geneos Wealth Management Inc.237,836$9.95M0.15%+110,64113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC227,756$9.53M3.95%+21,92513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…226,910$9.5M0.36%-6,41313F-HRTimelineGroup
Private Advisory Group LLC223,107$9.34M1.07%+67,31613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.221,855$9.28M0.09%+3,82813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.217,733$9.11M0.02%-65,27213F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC216,324$9.05M0.46%-17,17713F-HRTimelineGroup
Full Sail Capital, LLC215,936$9.04M0.58%-3,32013F-HRTimeline
Estate Counselors, LLC212,958$8.91M0.92%+1,74513F-HRTimeline
Cambridge Investment Research Advisors,…212,548$8.89M0.03%-49,60713F-HRTimeline
Astor Investment Management LLC211,321$8.84M4.7%+20,28613F-HRTimeline
Brio Consultants, LLC207,256$8.67M1.36%+5,64613F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…205,538$8.6M0.03%-7,15413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP202,489$8.47M0.01%-8,47313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.200,863$8.41M<0.01%+198,90913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC200,146$8.38M0.03%-48,30813F-HRTimeline
Prasad Wealth Partners, LLC197,615$8.27M2.7%+19,34613F-HRTimeline
RFG Advisory, LLC195,796$8.19M0.22%+18,53913F-HRTimeline
Certified Advisory Corp194,426$8.14M0.92%-4,01113F-HRTimeline
1832 Asset Management L.P.187,665$7.85M0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…181,807$7.61M0.02%+10,93613F-HRTimeline
Adams Wealth Management180,060$7.54M1.48%+45,94113F-HRTimeline
CacheTech Inc.180,060$7.54M1.47%+45,94113F-HRTimeline
First Interstate Bank179,020$7.49M0.45%-5,75613F-HRTimeline
AE Wealth Management LLC173,410$7.26M0.06%+23,93913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding172,315$7.21M+135,678Timeline
CASTLEARK MANAGEMENT LLC160,370$6.71M0.23%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.160,171$6.7M0.04%+9,65413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…159,262$6.67M<0.01%-10,53413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.157,534$6.59M0.01%new13F-HRTimelineGroup
Solano Wealth Investment Advisors LLC153,075$6.41M3.96%+8,44713F-HRTimeline
CHOREO, LLC151,752$6.35M0.1%+98513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…148,089$6.2M0.01%-28,99113F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC151,627$6.17M0.49%013F-HRTimeline
Capital Advisors Wealth Management, LLC143,934$6.02M1.06%-13,47913F-HRTimeline
DRW Securities, LLC143,336$6M0.51%+129,60013F-HRTimeline
Janney Montgomery Scott LLC140,487$5.88M0.02%-12,63713F-HRTimeline
INVENIO WEALTH PARTNERS LLC140,001$5.86M2.46%+5,39913F-HRTimeline
Peak Retirement Planning, Inc.139,401$5.83M3.24%+27,51013F-HRTimeline
JFS WEALTH ADVISORS, LLC135,459$5.67M0.38%+22,90113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC135,123$5.65M<0.01%-2,69813F-HRTimelineGroup
IHT Wealth Management, LLC134,631$5.63M0.18%+32,69913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…132,862$5.56M0.01%-24,96013F-HRTimelineGroup
Clarity Financial LLC128,866$5.39M0.62%+20,26713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp128,558$5.38M0.6%+1,67913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP126,498$5.29M<0.01%+32,50413F-HRTimelineGroup
Atria Investments, Inc124,674$5.22M0.07%+17,11513F-HRTimeline
Algorithmic Investment Models, LLC124,460$5.21M3.84%-14,38213F-HRTimeline
Beacon Pointe Advisors, LLC121,520$5.09M0.06%-22,78913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC119,682$5.01M0.01%-102,01513F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC119,535$5M0.91%+11,52113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC117,179$4.9M0.86%-4,81513F-HRTimeline
Rothschild Capital Partners, LLC116,353$4.87M1.27%-82113F-HRTimeline
Aspect Partners, LLC115,730$4.84M2.77%-3,25313F-HRTimeline
FIRST MERCHANTS CORP115,000$4.81M0.19%-16,11413F-HRTimeline
Baker Avenue Asset Management, LP114,256$4.78M0.15%-54,07213F-HRTimeline
KCM INVESTMENT ADVISORS LLC112,965$4.73M0.17%+12,24613F-HRTimeline
Jessup Wealth Management, Inc112,555$4.71M1.98%-7,42213F-HRTimeline
PSI Advisors, LLC109,165$4.57M1.49%-57713F-HRTimeline
Legacy Private Trust Co.108,339$4.53M0.31%-11,62113F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV105,802$4.43M3.99%+25213F-HRTimeline
Sanctuary Advisors, LLC104,209$4.36M0.03%+1,14913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…101,850$4.26M0.08%-12,60113F-HRTimelineGroup
Ayalon Insurance Comp Ltd.101,345$4.24M1.37%-34,25913F-HRTimeline
StrongBox Wealth, LLC100,220$4.19M1.75%+3,65313F-HRTimeline
FOSTER & MOTLEY INC99,812$4.18M0.26%-91013F-HRTimeline
Nelson Capital Management, LLC99,378$4.16M0.72%+64713F-HRTimeline
Gladstone Institutional Advisory LLC98,963$4.14M0.19%-6,65313F-HRTimeline
Private Wealth Advisors, LLC98,877$4.14M1.74%+49113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp98,541$4.12M0.02%-5,73913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP96,423$4.04M0.01%+23,43013F-HRTimelineGroup
New England Capital Financial Advisors …96,217$4.03M2.05%-2,37213F-HRTimeline
CHEMUNG CANAL TRUST CO96,126$4.02M0.88%+3,80113F-HRTimeline
Graypoint LLC94,618$3.96M0.25%-68,16013F-HRTimeline
OneDigital Investment Advisors LLC88,540$3.71M0.04%-3,00213F-HRTimeline
SummitTX Capital, L.P.88,013$3.68M0.16%13F-HRTimeline
1ST SOURCE BANK86,559$3.62M0.21%+91613F-HRTimeline
Waverly Advisors, LLC85,837$3.59M0.04%new13F-HRTimeline
Palumbo Wealth Management LLC85,432$3.58M1.2%+3,14713F-HRTimeline
Proquility Private Wealth Partners, LLC84,116$3.52M1.08%+42,35713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC84,011$3.52M0.12%-6,09313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.91,537$3.51M0.61%+4,35313F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…81,489$3.41M0.05%+3,60213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.80,725$3.38M<0.01%-150,08413F-HRTimeline
CAP Partners, LLC80,302$3.36M2.44%+1,30313F-HRTimeline
Chesley Taft & Associates LLC80,119$3.35M0.16%-24113F-HRTimeline
Summit Financial, LLC79,386$3.32M0.09%+57,45713F-HRTimeline
Aptus Capital Advisors, LLC78,934$3.3M0.04%-20,46113F-HRTimeline
Altura Wealth Advisors Inc.76,791$3.21M2.13%+21,14713F-HRTimeline
Atria Wealth Solutions, Inc.75,713$3.17M0.04%+59013F-HRTimeline
Integrated Wealth Concepts LLC75,587$3.16M0.04%-22,56813F-HRTimeline
FORBES J M & CO LLP74,904$3.13M0.3%-1,14613F-HRTimeline
CARDIFF PARK ADVISORS, LLC74,591$3.12M0.3%013F-HRTimeline
SMART Wealth LLC74,331$3.11M1.11%+67,54713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT74,268$3.11M0.21%-6713F-HRTimelineGroup
Vickerman Investment Advisors, Inc.74,179$3.1M0.7%+2,30513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV73,249$3.07M0.24%-4,19513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC72,868$3.05M0.09%+16,71213F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…71,809$3M1.06%+4,21913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management71,433$2.99M0.04%+4,52013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC70,712$2.96M0.45%new13F-HRTimeline
Jacobi Capital Management LLC69,019$2.89M0.21%+8,92713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC68,478$2.87M1.6%+12,22213F-HR/ATimeline
Prentice Wealth Management LLC67,558$2.83M0.82%+55413F-HRTimeline
Compound Planning, Inc.67,054$2.81M0.13%+16,19013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65,741$2.75M0.09%-36,07113F-HRTimelineGroup
Fragasso Financial Advisors Inc65,636$2.75M0.2%new13F-HRTimeline
Paladin Advisory Group, LLC64,343$2.69M2.15%+1,20113F-HRTimeline
EP Wealth Advisors, LLC64,335$2.69M0.02%-12,17613F-HRTimeline
PINKERTON WEALTH, LLC63,830$2.67M0.35%+8,63613F-HRTimeline
Pacific Center for Financial Services62,650$2.62M0.7%+1,70213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.62,373$2.61M0.19%-48113F-HRTimelineGroup
GWN SECURITIES INC.62,258$2.54M0.14%new13F-HRTimeline
Prospera Financial Services Inc60,238$2.52M0.06%-124,86213F-HRTimeline
BlueCrest Capital Management Ltd60,198$2.52M0.4%new13F-HRTimeline
Orion Porfolio Solutions, LLC59,949$2.51M0.02%-16,88913F-HRTimeline
Orion Portfolio Solutions, LLC59,949$2.51M0.02%-16,88913F-HR/ATimeline
Cordatus Wealth Management LLC59,902$2.51M0.69%-123,68913F-HRTimeline
TD Waterhouse Canada Inc.59,342$2.49M0.02%+70013F-HRTimeline
Sound Income Strategies, LLC58,536$2.45M0.14%+21513F-HRTimeline
BAILARD, INC.58,420$2.44M0.06%-3,17913F-HRTimeline
SG Americas Securities, LLC57,563$2.41M0.01%+1,18213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding57,015$2.39M+4,810Timeline
CX Institutional56,942$2.38M0.09%+10,06513F-HRTimeline
Mutual Advisors, LLC58,462$2.37M0.07%-1,14713F-HRTimeline
NewEdge Advisors, LLC55,366$2.32M0.01%-4,13513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55,079$2.31M<0.01%+49,29113F-HRTimelineGroup
Trek Financial, LLC54,728$2.29M0.17%-2,26413F-HRTimeline