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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

772 managers (779 13F filers) reported a position in XLRE shares at 2025-12-31, 146,101,022 shares in all. 83 filers opened a position and 70 filers sold out during the quarter.

Managers
772
13F filers
779
New
83
Added
276
Reduced
252
Sold out
70
Shares held by filers
146,101,022

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Planning44,493,176$1.8B1.29%+3,788,18513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,854,203$801M0.06%+1,061,02513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,477,356$261M0.02%-194,73113F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,735,700$231M0.35%new13F-HRTimelineGroup
LPL Financial LLC4,008,018$162M0.04%-171,02513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,884,697$157M0.03%-38,17713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,268,794$132M2.78%+106,82013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,326,414$93.9M0.02%-66,43113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,878,124$75.8M0.01%-209,90313F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding1,522,058$61.4M-512,290Timeline
Moss Adams Wealth Advisors LLC1,519,555$61.3M4.44%+46,36113F-HRTimeline
Capital Investment Advisors, LLC1,484,225$59.9M0.91%+62,89013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC1,311,427$52.9M0.31%+177,66313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,294,803$52.2M0.08%-10,50613F-HRTimelineGroup
Cetera Investment Advisers1,293,950$52.2M0.06%+146,21013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,232,587$49.7M0.02%-26,61213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,195,846$48.3M0.03%+421,40813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,150,446$46.4M0.4%-3413F-HRTimelineGroup
Kingsview Wealth Management, LLC1,145,212$46.2M0.67%+48,13413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,063,404$42.9M0.47%-3,633,80013F-HRTimelineGroup
Advisory Alpha, LLC1,056,728$42.6M1.16%+31,36413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC823,604$33.2M0.02%-378,01213F-HRTimelineGroup
Cullen Capital Management, LLC816,329$32.9M0.36%+809,02113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co766,565$30.9M0.65%+182,51713F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC701,112$28.3M0.42%-182,86213F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO659,000$26.6M0.27%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…652,916$26.6M0.04%+38,94113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA591,689$23.9M<0.01%-1,421,30513F-HRTimelineGroup
Stadion Money Management, LLC573,379$23.1M1.88%+110,26213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP571,483$23.1M0.29%+352,27713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD567,967$22.9M0.26%013F-HRTimelineGroup
HighTower Advisors, LLC535,219$21.6M0.02%+17,57113F-HRTimeline
CWM, LLCin group CWM, LLC528,918$21.3M0.06%+75,00013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…520,262$21M0.73%+24,35913F-HRTimeline
Mariner, LLCin group Mariner, LLC475,105$19.2M0.02%-9,60113F-HRTimelineGroup
WCG Wealth Advisors LLC460,873$18.6M0.52%+272,67413F-HRTimeline
Warwick Investment Management, Inc.456,517$18.4M2.84%+5,00913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding444,125$17.9M-412,775Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…426,029$17.2M0.03%+414,15413F-HRTimelineGroup
SG Americas Securities, LLC412,741$16.7M0.02%+388,82513F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding407,910$16.5M0Timeline
Janney Capital Management LLC383,844$15.5M0.97%-10,27013F-HRTimeline
Private Advisor Group, LLC381,920$15.4M0.07%-6,63213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP372,991$15.1M0.01%+13,01913F-HRTimelineGroup
Stonebridge Capital Advisors LLC369,029$14.9M1.03%+17,88613F-HRTimeline
Ballentine Partners, LLC344,424$13.9M0.2%-49,10513F-HRTimeline
GTS SECURITIES LLC338,088$13.6M0.47%new13F-HRTimeline
COUNTRY TRUST BANK336,841$13.6M0.25%+12,94213F-HRTimeline
Allworth Financial LP315,140$12.7M0.05%+1,31613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC306,083$12.4M3.99%+57,96513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD296,701$12M0.05%-160,91913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…295,047$11.9M0.44%+292,79613F-HRTimelineGroup
Hudock, Inc.294,798$11.9M1.75%+1,11813F-HRTimeline
MAI Capital Management292,761$11.8M0.07%+5,69613F-HRTimeline
Trust Asset Management LLC285,208$11.5M0.78%-10,18213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…283,374$11.4M0.14%-72,41813F-HRTimelineGroup
AE Wealth Management LLC282,566$11.4M0.07%+26,30113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC268,499$10.8M0.01%+53013F-HRTimeline
Peak Retirement Planning, Inc.255,769$10.3M2.42%+76813F-HRTimeline
FARMERS TRUST CO254,603$10.3M1.68%+110,84013F-HRTimeline
Atom Investors LP252,322$10.2M0.81%new13F-HRTimeline
AMICA MUTUAL INSURANCE CO251,930$10.2M0.88%-40,77613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC245,064$9.89M<0.01%+15,79713F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…243,349$9.82M0.82%-55,96013F-HRTimelineGroup
American Financial Advisors, LLC243,249$9.82M1.27%-10,22913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP236,667$9.55M0.01%new13F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…233,761$9.43M0.28%+8,48713F-HRTimelineGroup
Brio Consultants, LLC229,277$9.25M1.2%+13,77413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV226,407$9.14M0.01%-44,31813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO209,747$8.46M<0.01%+7,92813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP199,071$8.03M0.01%+88,17513F-HR/ATimelineGroup
StrongBox Wealth, LLC198,040$7.99M2.63%+5,66913F-HRTimeline
1832 Asset Management L.P.189,943$7.66M0.01%-1,51513F-HRTimeline
Foguth Wealth Management, LLC.187,220$7.56M1.17%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…186,764$7.54M0.03%-9,48313F-HRTimelineGroup
PROFFITT & GOODSON INC185,975$7.5M1.05%+19,97513F-HRTimeline
Cambridge Investment Research Advisors,…182,082$7.35M0.02%+2,32513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,852$7.34M0.01%-952,32913F-HRTimelineGroup
Solano Wealth Investment Advisors LLC180,790$7.29M3.62%+5,43513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…178,281$7.19M0.01%+38,03213F-HR/ATimelineGroup
First Interstate Bank171,055$6.9M0.37%-2,92513F-HRTimeline
Certified Advisory Corp168,542$6.8M0.62%-40,75713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC168,099$6.78M0.91%+20,39713F-HRTimeline
Sanctuary Advisors, LLC167,227$6.75M0.04%-23613F-HRTimeline
Blue Chip Partners, LLC160,570$6.48M0.47%+154,38313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC156,125$6.3M0.01%+122,16213F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC154,271$6.22M0.42%+1,65613F-HRTimeline
Modern Wealth Management, LLC147,637$5.96M0.11%-213,05713F-HRTimeline
D.A. DAVIDSON & CO.144,596$5.83M0.04%-132,61713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…140,120$5.65M0.02%-18,90913F-HRTimeline
Aspect Partners, LLC139,252$5.62M2.46%+16,49013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…138,117$5.57M<0.01%-9,57213F-HRTimelineGroup
CHOREO, LLC136,763$5.57M0.07%+18513F-HRTimeline
KCM INVESTMENT ADVISORS LLC136,603$5.51M0.18%+18,40813F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC135,756$5.48M0.26%-34,99013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…135,331$5.46M0.01%-20,77013F-HRTimelineGroup
Janney Montgomery Scott LLC133,900$5.4M0.01%-15,90813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC130,905$5.28M1.17%-360,01713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC130,553$5.27M0.12%+7,37213F-HRTimeline
American National Bank of Texas127,636$5.15M4.95%+7,12913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.126,506$5.1M0.74%+19,37113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.125,561$5.07M0.03%-97,20813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC124,466$5.02M0.28%-9,18913F-HRTimeline
MML INVESTORS SERVICES, LLC123,884$5M0.01%+10,20813F-HRTimeline
Adams Wealth Management123,665$4.99M1.06%-14,72013F-HRTimeline
CacheTech Inc.123,665$4.99M0.92%-14,72013F-HRTimeline
Cinctive Capital Management LP123,395$4.98M0.29%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management117,922$4.76M0.05%+19,30113F-HRTimelineGroup
Waverly Advisors, LLC117,323$4.73M0.04%+38,54613F-HRTimeline
Algorithmic Investment Models, LLC117,139$4.73M5.83%-2,10513F-HRTimeline
INVENIO WEALTH PARTNERS LLC114,939$4.64M1.72%-30,83213F-HRTimeline
FIRST MERCHANTS CORP112,807$4.55M0.17%+1,88513F-HRTimeline
FLC Capital Advisors112,170$4.53M0.84%+16,79213F-HRTimeline
Legacy Private Trust Co.111,934$4.52M0.27%-69713F-HRTimeline
Beacon Pointe Advisors, LLC111,350$4.49M0.03%-5,96413F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP110,131$4.44M0.26%new13F-HRTimelineGroup
IHT Wealth Management, LLC109,052$4.4M0.11%-9,59413F-HRTimeline
PINKERTON WEALTH, LLC108,914$4.39M0.45%+11,67313F-HRTimeline
Jacobi Capital Management LLC108,538$4.38M0.25%+11,88813F-HRTimeline
Ayalon Insurance Comp Ltd.107,879$4.35M1.06%-23,00013F-HRTimeline
PSI Advisors, LLC107,033$4.32M1.08%-9,54813F-HRTimeline
Gladstone Institutional Advisory LLC106,651$4.3M0.16%-3,05913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding106,219$4.29M+77,905Timeline
Altura Wealth Advisors Inc.105,337$4.25M1.83%+13,06213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…104,813$4.23M0.06%-45,99413F-HRTimelineGroup
Rothschild Capital Partners, LLC103,007$4.16M0.98%-12,38813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP102,510$4.14M<0.01%-7,62513F-HRTimelineGroup
Nelson Capital Management, LLC101,769$4.11M0.48%-1413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC97,611$3.94M0.05%+60,61813F-HRTimelineGroup
CAP Partners, LLC97,350$3.93M2.23%+5,43913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding95,082$3.84M+22,140Timeline
AMERICAN NATIONAL BANK & TRUST94,706$3.82M0.36%-74213F-HRTimeline
SBI Okasan Asset Management Co.Ltd.92,320$3.75M0.21%13F-HRTimeline
Western Wealth Management, LLC91,316$3.68M0.17%-34,47813F-HRTimeline
United Bank89,953$3.63M1.23%+47,81613F-HRTimeline
SIMON QUICK ADVISORS, LLC88,800$3.58M0.16%-2,68513F-HRTimeline
True Freedom Investing, LLC87,888$3.55M0.24%new13F-HRTimeline
Vickerman Investment Advisors, Inc.87,562$3.53M0.71%+9,99313F-HRTimeline
FOSTER & MOTLEY INC85,424$3.45M0.18%-11,60113F-HRTimeline
Baker Avenue Asset Management, LP84,759$3.42M0.08%+6,45813F-HRTimeline
Compound Planning, Inc.84,727$3.42M0.1%+1,07313F-HRTimeline
Fortis Group Advisors, LLC81,607$3.38M0.57%-5,80713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC83,352$3.36M0.71%-19,06213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp81,290$3.28M0.06%+5,61913F-HRTimelineGroup
1ST SOURCE BANK80,830$3.26M0.17%-4,79313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,058$3.19M0.03%-36713F-HRTimelineGroup
&PARTNERS77,595$3.13M0.02%+60,83213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding77,053$3.11M+8,739Timeline
Chesley Taft & Associates LLC76,835$3.1M0.12%-17013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75,747$3.06M1.39%+4,30213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75,392$3.04M<0.01%+8,83613F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…75,302$3.04M0.85%-84913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT75,128$3.03M0.18%+60513F-HRTimelineGroup
FORBES J M & CO LLP74,904$3.02M0.24%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC74,591$3.01M0.25%013F-HRTimeline
Premier Private Wealth Management LLC73,322$3M3.11%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC73,760$2.98M0.01%-94,50113F-HRTimelineGroup
NewEdge Advisors, LLC72,948$2.94M0.01%+9,15613F-HRTimeline
Atria Investments, Inc72,862$2.94M0.03%-11,49413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV72,362$2.92M0.18%-5,84913F-HRTimeline
CTC Alternative Strategies, Ltd.70,031$2.83M5.3%+22,43613F-HRTimeline
Prentice Wealth Management LLC69,396$2.8M0.64%+1,32713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management69,382$2.8M0.09%-2,00713F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …68,368$2.76M0.02%13F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp67,682$2.73M0.01%-3,21013F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC66,553$2.69M<0.01%-519,84413F-HRTimelineGroup
Pacific Center for Financial Services63,560$2.68M0.68%013F-HRTimeline
Paladin Advisory Group, LLC65,951$2.66M1.94%+2,06913F-HRTimeline
J. Team Financial, Inc.65,395$2.64M2.64%-7,19313F-HRTimeline
Qube Research & Technologies Ltd64,077$2.59M<0.01%+20,83013F-HRTimeline
Prospera Financial Services Inc61,207$2.47M0.04%+1,06613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS60,397$2.44M<0.01%-3,078,28013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.60,214$2.43M0.16%-44313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.58,776$2.37M0.02%+53,42013F-HRTimelineGroup
Cordatus Wealth Management LLC58,742$2.37M0.55%+31813F-HRTimeline
Compass Wealth Management, LLC/GA58,357$2.35M0.97%+7,36013F-HRTimeline
TD Waterhouse Canada Inc.58,313$2.35M0.01%-12913F-HRTimeline
EP Wealth Advisors, LLC58,264$2.35M0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.57,343$2.31M<0.01%+27,43913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,521$2.24M<0.01%-8,67813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55,006$2.22M<0.01%-1,76313F-HRTimelineGroup
Empirical Asset Management, LLC54,736$2.21M0.62%+13,98013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC54,026$2.18M0.05%+2,25613F-HRTimelineGroup
111 Capital53,581$2.16M0.47%new13F-HRTimeline
Manske Wealth Management53,429$2.16M0.64%+16113F-HRTimeline
Orion Porfolio Solutions, LLC53,100$2.14M0.02%-5,14913F-HRTimeline
WBH ADVISORY INC52,469$2.12M0.16%+14613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…52,188$2.11M0.03%-34,93013F-HRTimelineGroup
Triangle Securities Wealth Management51,590$2.08M0.44%-2,39513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HighPoint Advisor Group LLC50,790$2.05M0.05%new13F-HRTimeline
Horizons Wealth Management50,738$2.05M1.36%+9,79013F-HRTimeline
Fragasso Financial Advisors Inc50,738$2.05M0.12%-3,85813F-HRTimeline
IMC-Chicago, LLC50,463$2.04M0.04%-25,63313F-HRTimeline
BAILARD, INC.50,265$2.03M0.04%-7,30113F-HRTimeline
Maven Securities LTDin group Maven Securities LTD50,000$2.02M0.26%new13F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC49,540$2M0.45%-4,42613F-HRTimeline
Redwood Financial Network Corp49,270$1.99M1.27%-1,80113F-HRTimeline
Trek Financial, LLC48,798$1.97M0.11%-1,25313F-HRTimeline
TUDOR INVESTMENT CORP ET AL48,379$1.95M0.01%new13F-HRTimeline
Sound Income Strategies, LLC45,281$1.91M0.09%-3,09213F-HRTimeline