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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
Creative Planningin group Creative Planning37,386,268$1.55B1.32%+2,878,96613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,960,917$785M0.06%-128,03413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,632,065$275M0.02%-202,48413F-HRTimelineGroup
LPL Financial LLC4,215,740$175M0.06%+273,41313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,655,906$151M0.03%-369,65513F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,089,284$128M3.2%-3,95713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,389,305$99M0.08%-1,221,84013F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,324,204$96.3M1.27%-1,210,00013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,299,410$95.2M0.02%+1,706,31013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,291,673$94.9M0.02%+951,67313F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,621,738$67.2M0.77%-49313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,541,851$63.9M0.01%+138,79213F-HRTimelineGroup
Capital Investment Advisors, LLC1,333,535$55.2M0.99%+98,76213F-HR/ATimeline
Moss Adams Wealth Advisors LLC1,313,112$54.4M4.94%+47,95413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,279,948$53M0.09%+18,87513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,184,432$49.1M0.02%+28,33713F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,150,103$47.6M0.57%-2113F-HR/ATimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC1,126,659$46.7M0.27%+43,48413F-HRTimelineGroup
Advisory Alpha, LLC963,965$39.9M1.24%-7,45613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.959,400$39.7M0.23%013F-HRTimelineGroup
CW Advisors, LLC945,399$39.2M0.38%+7,41013F-HRTimeline
Cetera Investment Advisers872,949$36.2M0.06%+166,02513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding853,529$35.3M-151,509Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC770,487$31.9M0.66%+83,96613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC708,361$29.3M0.02%+573,23813F-HRTimelineGroup
Cornerstone Advisors, LLC687,100$28.5M0.98%-1,80013F-HRTimeline
Money Design Co.,Ltd.676,601$28M1.31%+31,91413F-HRTimeline
FACTORY MUTUAL INSURANCE CO659,000$27.3M0.3%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP631,688$26.2M<0.01%new13F-HRTimelineGroup
MEANS INVESTMENT CO., INC.605,108$25.1M2.37%+18,57713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…594,791$24.9M0.04%+7,91513F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co584,048$24.2M0.54%-12,767,46913F-HRTimelineGroup
WOLVERINE TRADING, LLC583,491$24M0.61%+548,17913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO577,882$23.9M<0.01%-12,62913F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD567,895$23.5M0.32%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA558,291$23.1M<0.01%+59,50513F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC493,567$20.4M0.03%-82813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC484,801$20.1M0.01%+216,12913F-HR/ATimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC482,707$20M4.83%+8,45213F-HRTimeline
HighTower Advisors, LLC470,029$19.5M0.02%+5,96613F-HRTimeline
Modern Wealth Management, LLC468,214$19.4M0.48%-145,08013F-HR/ATimeline
Warwick Investment Management, Inc.468,173$19.4M3.76%-1,89213F-HRTimeline
Stadion Money Management, LLC461,662$19.1M1.57%-3,23013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…433,477$18M0.69%+8,45013F-HRTimeline
Kingsview Wealth Management, LLC420,328$17.4M0.29%+68,92013F-HRTimeline
Private Advisor Group, LLC416,973$17.3M0.09%+56,39213F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding407,910$16.9M0Timeline
COUNTRY TRUST BANK406,605$16.8M0.38%+2,32513F-HRTimeline
Janney Capital Management LLC406,381$16.8M1.09%-13,74213F-HRTimeline
Ballentine Partners, LLC392,826$16.3M0.25%+81,07413F-HRTimeline
CWM, LLCin group CWM, LLC346,277$14.3M0.05%-5,70113F-HRTimelineGroup
Stonebridge Capital Advisors LLC340,625$14.1M1.07%+14,71313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…339,294$14.1M0.03%+320,98513F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.337,977$14M<0.01%+257,25213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…333,541$13.8M0.72%-16,67013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP322,535$13.4M0.01%+13,42613F-HRTimelineGroup
Allworth Financial LP303,635$12.6M0.06%+14,92213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…300,514$12.4M0.17%+7,56513F-HRTimelineGroup
Trust Asset Management LLC295,390$12.2M0.91%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…294,092$12.2M1.14%+257,17113F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO292,706$12.1M1.17%013F-HRTimeline
AlphaStar Capital Management, LLC291,031$12.1M0.85%+265,58813F-HRTimeline
Hudock, Inc.290,865$12M1.94%-5,32013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD288,786$12M0.05%-175,57813F-HRTimelineGroup
American Financial Advisors, LLC277,354$11.5M1.6%-10,72013F-HRTimeline
MAI Capital Management276,154$11.4M0.08%-6,28013F-HRTimeline
D.A. DAVIDSON & CO.269,306$11.2M0.08%+5,09913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC256,535$10.6M0.01%-86,46313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…241,284$9.99M0.34%+14,37413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC239,101$9.9M0.47%-26,36313F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC237,885$9.85M3.67%+10,12913F-HRTimeline
AE Wealth Management LLC235,455$9.75M0.07%+62,04513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp234,787$9.72M1.02%+106,22913F-HRTimelineGroup
Full Sail Capital, LLC223,403$9.25M0.53%+7,46713F-HRTimeline
Brio Consultants, LLC207,864$8.61M1.26%+60813F-HRTimeline
WCG Wealth Advisors LLC206,283$8.54M0.55%-126,20413F-HRTimeline
Private Advisory Group LLC206,002$8.53M0.8%-17,10513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP204,013$8.45M0.01%+1,52413F-HR/ATimelineGroup
Certified Advisory Corp199,906$8.28M0.86%+5,48013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC198,513$8.22M0.38%-17,81113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…196,846$8.15M0.03%-8,69213F-HRTimelineGroup
1832 Asset Management L.P.194,238$8.05M0.01%+6,57313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…190,939$7.91M0.01%+42,85013F-HRTimelineGroup
Cambridge Investment Research Advisors,…185,264$7.67M0.02%-27,28413F-HRTimeline
Peak Retirement Planning, Inc.183,270$7.59M3.06%+43,86913F-HRTimeline
Luken Investment Analytics, LLC181,593$7.52M3.3%new13F-HRTimeline
First Interstate Bank177,005$7.33M0.43%-2,01513F-HRTimeline
Fortis Group Advisors, LLC176,977$7.33M1.33%-83,46413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.173,003$7.17M0.06%-48,85213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.171,293$7.09M0.04%+11,12213F-HRTimeline
Capital Advisors Wealth Management, LLC171,121$7.09M1.11%+27,18713F-HRTimeline
Solano Wealth Investment Advisors LLC168,702$6.99M3.59%+15,62713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,132$6.97M0.01%-49,60113F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…167,249$6.93M0.02%-14,55813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC167,103$6.92M0.03%-141,45813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC165,167$6.84M0.09%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…164,355$6.81M0.11%+62,50513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…161,874$6.7M<0.01%+2,61213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL161,826$6.7M0.05%+144,50413F-HRTimeline
PROFFITT & GOODSON INC158,107$6.55M1%-298,83613F-HRTimeline
Adams Wealth Management155,493$6.44M1.23%-24,56713F-HRTimeline
CacheTech Inc.155,493$6.44M1.19%-24,56713F-HRTimeline
Signal Advisors Wealth, LLC155,272$6.43M0.5%+126,82113F-HRTimeline
Prasad Wealth Partners, LLC152,708$6.33M1.85%-44,90713F-HRTimeline
CHOREO, LLC152,483$6.32M0.09%+73113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC152,206$6.3M0.48%+57913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…150,203$6.22M0.01%+17,34113F-HR/ATimelineGroup
Algorithmic Investment Models, LLC145,256$6.02M4.12%+20,79613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP141,071$5.84M0.08%+122,31013F-HRTimeline
INVENIO WEALTH PARTNERS LLC139,782$5.79M2.3%-21913F-HRTimeline
JFS WEALTH ADVISORS, LLC138,119$5.72M0.36%+2,66013F-HRTimeline
Beacon Pointe Advisors, LLC135,734$5.62M0.06%+14,21413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC131,862$5.46M<0.01%new13F-HRTimelineGroup
Foguth Wealth Management, LLC.131,208$5.43M1.16%+114,21913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC129,683$5.37M0.86%+10,14813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC128,688$5.33M0.27%new13F-HRTimelineGroup
Sanctuary Advisors, LLC120,266$4.98M0.03%+16,05713F-HRTimeline
Aspect Partners, LLC119,567$4.95M2.44%+3,83713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP119,371$4.94M<0.01%-7,12713F-HRTimelineGroup
IHT Wealth Management, LLC117,472$4.87M0.13%-17,15913F-HRTimeline
PSI Advisors, LLC116,577$4.83M2.37%+7,41213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC116,015$4.81M0.14%+32,00413F-HRTimeline
Rothschild Capital Partners, LLC115,255$4.77M1.25%-1,09813F-HRTimeline
KCM INVESTMENT ADVISORS LLC115,180$4.77M0.16%+2,21513F-HRTimeline
Qube Research & Technologies Ltd114,955$4.76M0.01%+82,87513F-HRTimeline
MML INVESTORS SERVICES, LLC114,231$4.73M0.01%-85,91513F-HRTimeline
FIRST MERCHANTS CORP113,668$4.71M0.18%-1,33213F-HRTimeline
Legacy Private Trust Co.112,080$4.64M0.3%+3,74113F-HRTimeline
EP Wealth Advisors, LLC111,809$4.63M0.03%+47,47413F-HRTimeline
Baker Avenue Asset Management, LP111,297$4.61M0.13%-2,95913F-HRTimeline
Janney Montgomery Scott LLC110,840$4.59M0.01%-29,64713F-HRTimeline
Jessup Wealth Management, Inc108,226$4.48M1.8%-4,32913F-HRTimeline
Gladstone Institutional Advisory LLC105,591$4.37M0.18%+6,62813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC103,262$4.28M0.74%-13,91713F-HRTimeline
New England Capital Financial Advisors …103,187$4.27M1.96%+6,97013F-HRTimeline
StrongBox Wealth, LLC102,602$4.25M1.61%+2,38213F-HRTimeline
Ayalon Insurance Comp Ltd.101,345$4.2M1.21%013F-HRTimeline
Triangle Securities Wealth Management100,260$4.17M1.03%+50,16313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nelson Capital Management, LLC100,541$4.16M0.55%+1,16313F-HRTimeline
FOSTER & MOTLEY INC98,772$4.09M0.24%-1,04013F-HRTimeline
Private Wealth Advisors, LLC98,337$4.07M1.6%-54013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management96,696$4.01M0.01%+55,79613F-HRTimelineGroup
FLC Capital Advisors93,856$3.89M0.8%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP93,792$3.88M0.01%-2,63113F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.92,313$3.82M0.59%+77613F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC91,709$3.8M0.01%+60,69613F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC88,783$3.68M0.19%new13F-HR/ATimeline
OneDigital Investment Advisors LLC88,159$3.65M0.04%-38113F-HRTimeline
Graypoint LLC87,231$3.61M0.2%-7,38713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…87,138$3.61M0.05%+5,64913F-HRTimelineGroup
THOR TRADING ADVISORS, LLC86,595$3.59M4.49%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp85,730$3.55M0.01%-12,81113F-HRTimelineGroup
1ST SOURCE BANK85,397$3.54M0.2%-1,16213F-HRTimeline
CAP Partners, LLC84,010$3.48M2.19%+3,70813F-HRTimeline
Jacobi Capital Management LLC82,486$3.42M0.23%+13,46713F-HRTimeline
Palumbo Wealth Management LLC81,941$3.39M1.05%-3,49113F-HRTimeline
Compound Planning, Inc.79,071$3.28M0.12%+12,01713F-HRTimeline
CTC Alternative Strategies, Ltd.78,870$3.27M2.86%new13F-HRTimeline
CHEMUNG CANAL TRUST CO78,104$3.24M0.68%-18,02213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,879$3.23M0.03%new13F-HRTimelineGroup
Chesley Taft & Associates LLC77,285$3.2M0.14%-2,83413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV76,047$3.15M0.23%+2,79813F-HRTimeline
FORBES J M & CO LLP74,904$3.1M0.28%013F-HRTimeline
Altura Wealth Advisors Inc.74,873$3.1M1.73%-1,91813F-HRTimeline
CARDIFF PARK ADVISORS, LLC74,591$3.09M0.27%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT74,126$3.07M0.2%-14213F-HRTimelineGroup
PINKERTON WEALTH, LLC73,092$3.03M0.36%+9,26213F-HRTimeline
Vickerman Investment Advisors, Inc.71,209$2.95M0.63%-2,97013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…70,905$2.94M0.92%-90413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC68,159$2.82M1.5%-31913F-HRTimeline
Pinnacle Financial Partners Inc67,840$2.81M0.06%+17,09913F-HRTimeline
Prentice Wealth Management LLC66,051$2.74M0.72%-1,50713F-HRTimeline
Clarity Financial LLC65,205$2.7M0.29%-63,66113F-HRTimeline
Econ Financial Services Corp64,663$2.68M1.38%+28,61713F-HRTimeline
NewEdge Advisors, LLC64,412$2.67M0.01%+9,04613F-HRTimeline
Paladin Advisory Group, LLC63,617$2.63M2.01%-72613F-HRTimeline
Pacific Center for Financial Services62,769$2.6M0.71%+11913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding62,679$2.6M+5,664Timeline
Geneos Wealth Management Inc.62,168$2.58M0.06%-175,66813F-HRTimeline
Fragasso Financial Advisors Inc61,249$2.54M0.17%-4,38713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.61,068$2.53M0.17%-1,30513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp60,687$2.51M0.06%new13F-HRTimelineGroup
BAILARD, INC.60,621$2.51M0.06%+2,20113F-HRTimeline
Prospera Financial Services Inc59,705$2.47M0.05%-53313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management59,391$2.46M0.03%-12,04213F-HRTimelineGroup
TD Waterhouse Canada Inc.58,813$2.45M0.02%-52913F-HRTimeline
Cordatus Wealth Management LLC58,228$2.41M0.59%-1,67413F-HRTimeline
Orion Porfolio Solutions, LLC57,852$2.4M0.02%-2,09713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,278$2.36M<0.01%+12,80813F-HRTimelineGroup
CX Institutional56,349$2.33M0.08%-59313F-HR/ATimeline
Western Wealth Management, LLC56,115$2.32M0.14%+4,93813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55,116$2.28M<0.01%+3713F-HRTimelineGroup
Manske Wealth Management54,868$2.27M0.75%+1,46213F-HRTimeline
Banco BTG Pactual S.A.54,660$2.26M0.46%+12,01213F-HRTimeline
Sound Income Strategies, LLC54,583$2.26M0.13%-3,95313F-HRTimeline
Talon Private Wealth, LLC54,506$2.26M0.31%+13,58813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.53,391$2.21M1.7%new13F-HRTimeline
Trek Financial, LLC53,166$2.2M0.15%-1,56213F-HRTimeline
WBH ADVISORY INC52,329$2.17M0.18%-2,07713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding52,158$2.16M-120,157Timeline