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Disclosery

XLRE SELECT SECTOR SPDR TR

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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
Creative Planningin group Creative Planning40,704,991$1.71B1.31%+3,318,72313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,793,178$792M0.06%-167,73913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,672,087$281M0.02%+40,02213F-HR/ATimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.4,697,204$198M2.41%+2,373,00013F-HR/ATimelineGroup
LPL Financial LLC4,179,043$176M0.05%-36,69713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,922,874$165M0.03%+266,96813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,161,974$133M3.07%+72,69013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,138,677$132M0.1%+749,37213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,392,845$101M0.02%+101,17213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,088,027$88M0.01%-211,38313F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,034,348$85.7M0.02%+492,49713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,012,994$84.8M0.02%+1,454,70313F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,630,323$68.7M0.62%+8,58513F-HRTimelineGroup
Moss Adams Wealth Advisors LLC1,473,194$62.1M4.84%+160,08213F-HRTimeline
Capital Investment Advisors, LLC1,421,335$59.9M0.99%+87,80013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,305,309$55M0.09%+25,36113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,259,199$53.1M0.02%+74,76713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,201,616$50.6M0.03%+493,25513F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,150,480$48.5M0.52%+37713F-HRTimelineGroup
Cetera Investment Advisers1,147,740$48.4M0.06%+274,79113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,134,181$47.8M0.07%+966,04913F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC1,133,764$47.8M0.27%+7,10513F-HRTimelineGroup
Caisse de depot et placement du Quebec1,115,571$47M0.08%new13F-HRTimeline
Kingsview Wealth Management, LLC1,097,078$46.2M0.71%+676,75013F-HRTimeline
Advisory Alpha, LLC1,025,364$43M1.2%+61,39913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC883,974$37.2M0.56%+113,48713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding856,900$36.1M+3,371Timeline
VICTORY CAPITAL MANAGEMENT INC774,438$32.6M0.02%new13F-HRTimeline
MEANS INVESTMENT CO., INC.686,448$28.9M2.5%+81,34013F-HRTimeline
Cornerstone Advisors, LLC659,700$27.8M0.92%-27,40013F-HRTimeline
FACTORY MUTUAL INSURANCE CO659,000$27.8M0.27%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…613,975$25.5M0.04%+19,18413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC586,397$24.7M0.02%new13F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co584,048$24.6M0.64%013F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD567,967$23.9M0.32%+7213F-HRTimelineGroup
HighTower Advisors, LLC517,648$21.8M0.02%+47,61913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…495,903$20.9M0.72%+62,42613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC490,922$20.7M4.75%+8,21513F-HRTimeline
Mariner, LLCin group Mariner, LLC484,706$20.4M0.03%-8,86113F-HRTimelineGroup
Stadion Money Management, LLC463,117$19.5M1.56%+1,45513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD457,620$19.3M0.08%+168,83413F-HRTimelineGroup
CWM, LLCin group CWM, LLC453,918$19.1M0.06%+107,64113F-HRTimelineGroup
Warwick Investment Management, Inc.451,508$19M3.3%-16,66513F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding407,910$17.1M0Timeline
Janney Capital Management LLC394,114$16.6M1.03%-12,26713F-HRTimeline
Ballentine Partners, LLC393,529$16.6M0.23%+70313F-HRTimeline
Private Advisor Group, LLC388,552$16.4M0.08%-28,42113F-HRTimeline
Modern Wealth Management, LLC360,694$15.2M0.3%-107,52013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP359,972$15.2M0.01%+37,43713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…355,792$15M0.18%+55,27813F-HRTimelineGroup
Stonebridge Capital Advisors LLC351,143$14.8M1.06%+10,51813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…349,438$14.7M0.41%+320,99113F-HRTimelineGroup
COUNTRY TRUST BANK323,899$13.6M0.3%-82,70613F-HRTimeline
AlphaStar Capital Management, LLC320,034$13.5M1.16%+29,00313F-HRTimeline
Allworth Financial LP313,824$13.2M0.06%+10,18913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…299,309$12.6M1.05%+5,21713F-HRTimelineGroup
Trust Asset Management LLC295,390$12.4M0.86%013F-HRTimeline
Hudock, Inc.293,680$12.4M1.88%+2,81513F-HRTimeline
AMICA MUTUAL INSURANCE CO292,706$12.3M1.13%013F-HRTimeline
MAI Capital Management287,065$12.1M0.08%+10,91113F-HRTimeline
D.A. DAVIDSON & CO.277,213$11.7M0.07%+7,90713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV270,725$11.4M0.02%+258,44113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC267,969$11.3M0.01%+11,43413F-HRTimeline
Private Advisory Group LLC259,324$10.9M0.95%+53,32213F-HRTimeline
AE Wealth Management LLC256,265$10.8M0.07%+20,81013F-HRTimeline
Peak Retirement Planning, Inc.255,001$10.7M3.03%+71,73113F-HRTimeline
American Financial Advisors, LLC253,478$10.7M1.38%-23,87613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp248,532$10.5M1.07%+13,74513F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC248,118$10.5M3.64%+10,23313F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP240,500$10.1M0.82%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC229,267$9.66M<0.01%-255,53413F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC227,034$9.56M0.42%-12,06713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…225,274$9.49M0.29%-16,01013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.222,769$9.39M0.07%+49,76613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP219,206$9.24M0.12%+78,13513F-HRTimeline
Full Sail Capital, LLC217,405$9.16M0.51%-5,99813F-HRTimeline
Brio Consultants, LLC215,503$9.08M1.25%+7,63913F-HRTimeline
Certified Advisory Corp209,299$8.82M0.84%+9,39313F-HRTimeline
ALLIANCEBERNSTEIN L.P.208,933$8.8M<0.01%-129,04413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO201,819$8.5M<0.01%-376,06313F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…196,247$8.27M0.03%-59913F-HRTimelineGroup
StrongBox Wealth, LLC192,371$8.1M2.74%+89,76913F-HRTimeline
1832 Asset Management L.P.191,458$8.07M0.01%-2,78013F-HRTimeline
WCG Wealth Advisors LLC188,199$7.93M0.5%-18,08413F-HRTimeline
Cambridge Investment Research Advisors,…179,757$7.57M0.02%-5,50713F-HRTimeline
Solano Wealth Investment Advisors LLC175,355$7.39M3.56%+6,65313F-HRTimeline
First Interstate Bank173,980$7.33M0.4%-3,02513F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC170,746$7.19M0.32%-27,76713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC168,261$7.09M0.03%+1,15813F-HRTimelineGroup
Sanctuary Advisors, LLC167,463$7.06M0.04%+47,19713F-HR/ATimeline
PROFFITT & GOODSON INC166,000$6.99M1%+7,89313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…159,029$6.7M0.02%-8,22013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…156,101$6.58M0.01%-34,83813F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC152,615$6.43M0.45%+40913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…150,807$6.35M0.09%-13,54813F-HRTimelineGroup
Janney Montgomery Scott LLC149,808$6.31M0.01%+38,96813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC147,702$6.22M0.9%+18,01913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…147,689$6.22M<0.01%-14,18513F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC145,771$6.14M2.23%+5,98913F-HRTimeline
FARMERS TRUST CO143,763$6.06M1.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…140,249$5.91M0.01%-9,95413F-HRTimelineGroup
Adams Wealth Management138,385$5.83M1.25%-17,10813F-HRTimeline
CacheTech Inc.138,385$5.83M1.17%-17,10813F-HRTimeline
CHOREO, LLC136,578$5.75M0.07%-15,90513F-HRTimeline
JFS WEALTH ADVISORS, LLC133,655$5.63M0.33%-4,46413F-HRTimeline
Ayalon Insurance Comp Ltd.130,879$5.51M1.39%+29,53413F-HRTimeline
Western Wealth Management, LLC125,794$5.3M0.28%+69,67913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC123,181$5.19M0.12%+7,16613F-HRTimeline
Aspect Partners, LLC122,762$5.17M2.35%+3,19513F-HRTimeline
American National Bank of Texas120,507$5.08M4.78%13F-HRTimeline
Algorithmic Investment Models, LLC119,244$5.02M3.34%-26,01213F-HRTimeline
IHT Wealth Management, LLC118,646$5M0.13%+1,17413F-HRTimeline
KCM INVESTMENT ADVISORS LLC118,195$4.98M0.16%+3,01513F-HRTimeline
Beacon Pointe Advisors, LLC117,314$4.94M0.04%-18,42013F-HRTimeline
PSI Advisors, LLC116,581$4.91M1.27%+413F-HRTimeline
Rothschild Capital Partners, LLC115,395$4.86M1.15%+14013F-HRTimeline
MML INVESTORS SERVICES, LLC113,676$4.79M0.01%-55513F-HRTimeline
Legacy Private Trust Co.112,631$4.75M0.28%+55113F-HRTimeline
FIRST MERCHANTS CORP110,922$4.67M0.18%-2,74613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP110,896$4.67M0.01%-93,11713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP110,135$4.64M<0.01%-9,23613F-HRTimelineGroup
Gladstone Institutional Advisory LLC109,710$4.62M0.18%+4,11913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.107,135$4.51M0.66%+14,82213F-HR/ATimeline
THOR TRADING ADVISORS, LLC106,590$4.49M2.28%+19,99513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC102,414$4.31M0.71%-84813F-HRTimeline
Nelson Capital Management, LLC101,783$4.29M0.51%+1,24213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management98,621$4.15M0.05%+39,23013F-HRTimelineGroup
PINKERTON WEALTH, LLC97,241$4.1M0.44%+24,14913F-HRTimeline
FOSTER & MOTLEY INC97,025$4.09M0.22%-1,74713F-HRTimeline
Jacobi Capital Management LLC96,650$4.07M0.25%+14,16413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST95,448$4.02M0.4%+71,49313F-HRTimeline
FLC Capital Advisors95,378$4.02M0.78%+1,52213F-HRTimeline
Altura Wealth Advisors Inc.92,275$3.89M1.85%+17,40213F-HRTimeline
CAP Partners, LLC91,911$3.87M2.2%+7,90113F-HRTimeline
SIMON QUICK ADVISORS, LLC91,485$3.85M0.17%+2,70213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…87,118$3.67M0.05%-2013F-HRTimelineGroup
1ST SOURCE BANK85,623$3.61M0.19%+22613F-HRTimeline
OneDigital Investment Advisors LLC85,584$3.61M0.04%-2,57513F-HRTimeline
Fortis Group Advisors, LLC87,414$3.58M0.62%-89,56313F-HRTimeline
Atria Investments, Inc84,356$3.55M0.04%+34,29013F-HRTimeline
Compound Planning, Inc.83,654$3.52M0.11%+4,58313F-HRTimeline
CHEMUNG CANAL TRUST CO81,145$3.42M0.68%+3,04113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,425$3.35M0.03%+1,54613F-HRTimelineGroup
Waverly Advisors, LLC78,777$3.32M0.03%+58,91213F-HRTimeline
Econ Financial Services Corp78,410$3.3M1.65%+13,74713F-HRTimeline
Baker Avenue Asset Management, LP78,301$3.3M0.08%-32,99613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV78,211$3.3M0.22%+2,16413F-HRTimeline
Vickerman Investment Advisors, Inc.77,569$3.27M0.66%+6,36013F-HRTimeline
Chesley Taft & Associates LLC77,005$3.24M0.14%-28013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…76,151$3.21M0.91%+5,24613F-HRTimeline
IMC-Chicago, LLC76,096$3.21M0.06%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp75,671$3.19M0.06%+14,98413F-HRTimelineGroup
FORBES J M & CO LLP74,904$3.16M0.26%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC74,591$3.14M0.24%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT74,523$3.14M0.19%+39713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding72,942$3.07M+10,263Timeline
J. Team Financial, Inc.72,588$3.06M3.1%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC71,445$3.01M1.44%+3,28613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management71,389$3.01M0.1%+20,05813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp70,892$2.99M0.01%-14,83813F-HRTimelineGroup
Banco BTG Pactual S.A.68,405$2.88M0.42%+13,74513F-HRTimeline
Prentice Wealth Management LLC68,069$2.87M0.71%+2,01813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding68,314$2.84M+16,156Timeline
Pinnacle Financial Partners Inc66,545$2.8M0.07%-1,29513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,556$2.79M<0.01%+9,27813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,199$2.7M<0.01%-29,59313F-HRTimelineGroup
Paladin Advisory Group, LLC63,882$2.69M2.1%+26513F-HRTimeline
NewEdge Advisors, LLC63,792$2.69M0.01%-62013F-HRTimeline
Pacific Center for Financial Services63,560$2.68M0.68%+79113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.60,657$2.56M0.17%-41113F-HRTimelineGroup
Prospera Financial Services Inc60,141$2.53M0.04%+43613F-HRTimeline
Steward Partners Investment Advisory, L…58,672$2.47M0.01%+40,59413F-HRTimeline
TD Waterhouse Canada Inc.58,442$2.46M0.02%-37113F-HRTimeline
Cordatus Wealth Management LLC58,424$2.46M0.58%+19613F-HRTimeline
Orion Porfolio Solutions, LLC58,249$2.45M0.02%+39713F-HRTimeline
BAILARD, INC.57,566$2.43M0.05%-3,05513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/56,769$2.39M<0.01%+1,65313F-HRTimelineGroup
Fragasso Financial Advisors Inc54,596$2.3M0.14%-6,65313F-HRTimeline
Triangle Securities Wealth Management53,985$2.27M0.51%-46,27513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlanta Consulting Group Advisors, LLC53,966$2.27M0.56%+11,74113F-HRTimeline
Manske Wealth Management53,268$2.24M0.69%-1,60013F-HRTimeline
WBH ADVISORY INC52,323$2.2M0.17%-613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.52,142$2.2M1.61%-1,24913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC51,770$2.18M0.05%+1,45413F-HRTimelineGroup
Redwood Financial Network Corp51,071$2.15M1.36%+61813F-HRTimeline
Compass Wealth Management, LLC/GA50,997$2.15M0.95%+3,20613F-HRTimeline
Trek Financial, LLC50,051$2.11M0.13%-3,11513F-HRTimeline
Beacon Bank & Trust49,183$2.07M0.45%-9813F-HRTimeline
RFG Advisory, LLC49,105$2.07M0.04%-96613F-HRTimeline
Premier Path Wealth Partners, LLC48,511$2.04M0.26%+35613F-HRTimeline
Geneos Wealth Management Inc.48,395$2.04M0.05%-13,77313F-HRTimeline
CTC Alternative Strategies, Ltd.47,595$2.01M3.23%-31,27513F-HRTimeline
Winthrop Capital Management, LLC47,445$2M0.48%+81413F-HRTimeline
Sound Income Strategies, LLC48,373$1.99M0.11%-6,21013F-HRTimeline
Integrated Wealth Concepts LLC46,714$1.97M0.02%+1,69613F-HRTimeline
Proficio Capital Partners LLC46,530$1.96M0.13%+7,80013F-HR/ATimeline
COMERICA BANK46,424$1.96M0.01%+3,44913F-HRTimeline
Provident Co of the Employees of the He…46,236$1.94M1.94%013F-HRTimeline
Private Wealth Advisors, LLC44,866$1.89M0.71%-53,47113F-HRTimeline
Dakota Wealth Management43,567$1.84M0.04%-2,61013F-HR/ATimeline