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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

752 managers (759 13F filers) reported a position in XLRE shares at 2026-03-31, 140,412,103 shares in all. 79 filers opened a position and 96 filers sold out during the quarter.

Managers
752
13F filers
759
New
79
Added
300
Reduced
239
Sold out
96
Shares held by filers
140,412,103

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Planning47,961,726$1.96B1.33%+3,468,55013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,294,695$298M0.02%+817,33913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,179,190$293M0.02%-12,675,01313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,769,742$232M0.02%+5,559,99513F-HR/ATimelineGroup
LPL Financial LLC4,117,461$168M0.04%+109,44313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,994,740$163M0.03%+110,04313F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC3,321,533$136M2.89%+52,73913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,731,500$112M0.09%-3,004,20013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,159,864$88.2M+637,806Timeline
Capital Investment Advisors, LLC1,599,989$65.3M0.96%+115,76413F-HR/ATimeline
Moss Adams Wealth Advisors LLC1,589,587$64.9M4.75%+70,03213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,571,645$64.2M0.01%-754,76913F-HR/ATimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC1,426,962$58.3M0.27%+115,53513F-HRTimelineGroup
Cetera Investment Advisers1,373,623$56.1M0.06%+79,67313F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …1,367,087$55.8M1.47%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,288,221$52.6M0.08%-6,58213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,221,881$49.9M0.03%+26,03513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,183,650$48.3M0.01%-48,93713F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,063,404$43.4M0.41%013F-HRTimelineGroup
Parcion Private Wealth LLC1,050,724$42.9M2.66%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,030,548$42.1M+586,423Timeline
Advisory Alpha, LLC917,501$37.5M1.02%-139,22713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC783,471$32M0.5%+82,35913F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co766,565$31.3M0.66%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…718,918$29.4M0.06%+292,88913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA716,755$29.3M0.01%+125,06613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP701,841$28.7M0.37%+130,35813F-HRTimeline
FACTORY MUTUAL INSURANCE CO659,000$26.9M0.3%013F-HRTimeline
Stonebridge Financial Group, LLC639,514$26.1M2.15%new13F-HRTimeline
CWM, LLCin group CWM, LLC588,063$24M0.06%+59,14513F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…581,690$23.8M0.76%+61,42813F-HRTimeline
HighTower Advisors, LLC551,269$22.5M0.02%+16,05013F-HRTimeline
Janney Montgomery Scott LLC535,397$21.9M0.05%+401,49713F-HRTimeline
Dean, Jacobson Financial Services, LLC522,170$21.3M13.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC510,351$20.8M<0.01%-1,367,77313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC493,952$20.2M0.02%+18,84713F-HRTimelineGroup
WCG Wealth Advisors LLC475,451$19.4M0.54%+14,57813F-HRTimeline
Warwick Investment Management, Inc.460,928$18.8M2.73%+4,41113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD448,499$18.3M0.2%-119,46813F-HRTimelineGroup
SIH Partners, LLLPin group SIH Partners, LLLP445,213$18.2M0.56%+335,08213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC425,758$17.4M0.01%-397,84613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…412,626$17.2M0.04%-240,29013F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding407,910$16.7M0Timeline
COUNTRY TRUST BANK403,236$16.5M0.31%+66,39513F-HRTimeline
Prentice Wealth Management LLC380,776$15.5M3.51%+311,38013F-HRTimeline
Stonebridge Capital Advisors LLC378,511$15.5M1.08%+9,48213F-HRTimeline
Kingsview Wealth Management, LLC375,537$15.3M0.21%-769,67513F-HRTimeline
FARMERS TRUST CO366,692$15M2.35%+112,08913F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC362,757$14.8M4.01%+56,67413F-HRTimeline
Ballentine Partners, LLC351,121$14.3M0.2%+6,69713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP344,679$14.1M0.01%-28,31213F-HRTimelineGroup
Hudock, Inc.334,207$13.6M2.01%+39,40913F-HRTimeline
Allworth Financial LP330,994$13.5M0.05%+15,85413F-HRTimeline
AE Wealth Management LLC330,635$13.5M0.07%+48,06913F-HRTimeline
Jain Global LLC314,052$12.8M0.16%+298,85413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC307,116$12.5M0.02%new13F-HRTimelineGroup
MAI Capital Management302,989$12.4M0.07%+10,22813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…292,879$12M0.46%-2,16813F-HRTimelineGroup
Trust Asset Management LLC285,208$11.6M0.83%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD277,338$11.3M0.05%-19,36313F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…276,106$11.3M0.34%+42,34513F-HRTimelineGroup
Brio Consultants, LLC239,993$10.6M1.3%+10,71613F-HRTimeline
AMICA MUTUAL INSURANCE CO251,930$10.3M0.88%013F-HRTimeline
American Financial Advisors, LLC238,717$9.75M1.3%-4,53213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC234,312$9.57M0.01%-34,18713F-HRTimeline
PROFFITT & GOODSON INC232,240$9.48M1.46%+46,26513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…225,574$9.21M0.78%-17,77513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…225,430$9.2M0.03%+85,31013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…206,667$8.44M0.01%+28,38613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.205,930$8.41M0.01%+24,07813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…205,235$8.38M0.22%+175,70613F-HRTimelineGroup
Independent Advisor Alliance198,229$8.09M0.09%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…194,451$7.94M<0.01%+56,33413F-HRTimelineGroup
Solano Wealth Investment Advisors LLC191,991$7.84M3.91%+11,20113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…186,399$7.61M0.03%-36513F-HRTimelineGroup
Reyes Financial Architecture, Inc.184,305$7.53M6.15%new13F-HRTimeline
D.A. DAVIDSON & CO.181,505$7.41M0.04%+36,90913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV179,710$7.34M0.01%-46,69713F-HRTimeline
Foguth Wealth Management, LLC.163,092$7.17M0.84%-24,12813F-HRTimeline
IHT Wealth Management, LLC175,572$7.17M0.17%+66,52013F-HRTimeline
GenTrust, LLC174,064$7.11M0.3%new13F-HRTimeline
Cambridge Investment Research Advisors,…168,997$6.9M0.02%-13,08513F-HRTimeline
StrongBox Wealth, LLC167,883$6.85M2.19%-30,15713F-HRTimeline
First Interstate Bank164,463$6.72M0.38%-6,59213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP165,463$6.31M0.01%-33,60813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC150,902$6.16M0.01%-5,22313F-HRTimelineGroup
LCW Services, LLC150,826$6.16M3.06%new13F-HRTimeline
Waverly Advisors, LLC145,628$5.95M0.04%+28,30513F-HRTimeline
Aspect Partners, LLC145,203$5.93M2.42%+5,95113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC143,933$5.88M0.39%-10,33813F-HRTimeline
Cedar Point Capital Partners, LLC141,984$5.8M3.77%new13F-HRTimeline
Econ Financial Services Corp138,915$5.67M2.63%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.131,543$5.58M0.78%+5,03713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC135,802$5.54M0.12%+5,24913F-HRTimeline
Stadion Money Management, LLC133,733$5.46M0.55%-439,64613F-HRTimeline
Jacobi Capital Management LLC133,442$5.45M0.3%+24,90413F-HRTimeline
KCM INVESTMENT ADVISORS LLC133,268$5.44M0.18%-3,33513F-HRTimeline
Private Advisor Group, LLC133,095$5.43M0.03%-248,82513F-HRTimeline
CHOREO, LLC132,141$5.4M0.07%-4,62213F-HRTimeline
Algorithmic Investment Models, LLC131,530$5.37M6.63%+14,39113F-HRTimeline
Sanctuary Advisors, LLC130,564$5.33M0.03%-36,66313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management130,196$5.32M0.06%+12,27413F-HRTimelineGroup
EP Wealth Advisors, LLC128,426$5.24M0.03%+70,16213F-HRTimeline
American National Bank of Texas128,164$5.23M4.99%+52813F-HRTimeline
Certified Advisory Corp123,693$5.05M0.45%-44,84913F-HRTimeline
INVENIO WEALTH PARTNERS LLC123,573$5.05M2%+8,63413F-HRTimeline
FLC Capital Advisors121,233$4.95M0.9%+9,06313F-HRTimeline
CacheTech Inc.119,190$4.87M0.94%-4,47513F-HRTimeline
FIRST MERCHANTS CORP117,695$4.81M0.18%+4,88813F-HRTimeline
Beacon Pointe Advisors, LLC114,669$4.68M0.02%+3,31913F-HRTimeline
JFS WEALTH ADVISORS, LLC114,616$4.68M0.26%-9,85013F-HRTimeline
Adams Wealth Management114,161$4.66M1.02%-9,50413F-HRTimeline
MML INVESTORS SERVICES, LLC113,418$4.63M0.01%-10,46613F-HRTimeline
Talon Private Wealth, LLC113,303$4.63M0.61%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.113,287$4.57M0.03%-12,27413F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC109,826$4.48M4.81%new13F-HRTimeline
Legacy Private Trust Co.108,241$4.42M0.27%-3,69313F-HRTimeline
Ayalon Insurance Comp Ltd.107,879$4.41M0.9%013F-HRTimeline
True Freedom Investing, LLC106,376$4.34M0.33%+18,48813F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC104,403$4.26M0.23%-31,35313F-HRTimelineGroup
PINKERTON WEALTH, LLC105,424$4.25M0.39%-3,49013F-HRTimeline
CAP Partners, LLC103,924$4.24M2.4%+6,57413F-HRTimeline
Western Wealth Management, LLC102,797$4.2M0.16%+11,48113F-HR/ATimeline
Nelson Capital Management, LLC102,602$4.19M0.51%+83313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…102,373$4.18M0.06%-2,44013F-HRTimelineGroup
Norris Financial Group, LLC101,930$4.16M1.36%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC101,379$4.14M0.19%+12,57913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…100,243$4.09M0.01%-35,08813F-HRTimelineGroup
Gladstone Institutional Advisory LLC98,436$4.02M0.15%-8,21513F-HRTimeline
Rothschild Capital Partners, LLC96,864$3.95M0.97%-6,14313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC94,208$3.85M<0.01%new13F-HRTimelineGroup
Arch Global Advisors, LLC94,079$3.84M2%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC93,591$3.82M<0.01%-151,47313F-HRTimelineGroup
Vickerman Investment Advisors, Inc.93,273$3.81M0.8%+5,71113F-HRTimeline
Fortis Group Advisors, LLC82,432$3.66M0.61%+82513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS89,593$3.66M<0.01%+29,19613F-HRTimelineGroup
Baker Avenue Asset Management, LP89,366$3.65M0.08%+4,60713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP87,262$3.56M<0.01%-15,24813F-HRTimelineGroup
PSI Advisors, LLC86,088$3.51M0.84%-20,94513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.85,055$3.47M<0.01%+27,71213F-HRTimelineGroup
FOSTER & MOTLEY INC84,140$3.44M0.18%-1,28413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,217$3.41M<0.01%+9,82513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC83,201$3.4M0.14%+60,38913F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST82,517$3.37M0.32%-12,18913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC81,355$3.32M0.03%+2,29713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…81,004$3.31M0.01%+41,44913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding79,764$3.26M-15,318Timeline
Altura Wealth Advisors Inc.79,533$3.25M1.42%-25,80413F-HRTimeline
Chesley Taft & Associates LLC78,046$3.19M0.13%+1,21113F-HRTimeline
IMC-Chicago, LLC77,263$3.15M0.05%+26,80013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC76,232$3.11M0.69%-54,67313F-HRTimeline
1ST SOURCE BANK75,551$3.08M0.16%-5,27913F-HRTimeline
FORBES J M & CO LLP74,904$3.06M0.26%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT74,889$3.06M0.18%-23913F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…74,849$3.06M0.83%-45313F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC74,591$3.05M0.24%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV74,236$3.03M0.18%+1,87413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC73,934$3.02M1.33%-1,81313F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.70,759$2.89M0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC70,711$2.89M0.01%-3,04913F-HRTimelineGroup
Spahn Wealth & Retirement LLC68,737$2.81M3.57%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding67,232$2.75M-9,821Timeline
NewEdge Advisors, LLC66,723$2.72M0.01%-6,22513F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …66,624$2.72M0.02%-1,74413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC66,415$2.71M0.03%+39,19313F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC65,864$2.69M0.58%+16,32413F-HRTimeline
Paladin Advisory Group, LLC65,108$2.66M2.02%-84313F-HRTimeline
Concentric Capital Strategies, LP64,749$2.64M0.23%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp64,386$2.63M0.01%-3,29613F-HR/ATimelineGroup
Compass Wealth Management, LLC/GA63,994$2.61M1.12%+5,63713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/63,936$2.61M<0.01%+8,93013F-HRTimelineGroup
J. Team Financial, Inc.63,315$2.59M2.9%-2,08013F-HRTimeline
RPg Family Wealth Advisory, LLC63,016$2.57M0.54%new13F-HRTimeline
Risk Paradigm Group, LLC62,909$2.57M2.19%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management61,420$2.51M0.09%-7,96213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.61,181$2.5M0.16%+96713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP61,005$2.49M<0.01%+25,70013F-HRTimelineGroup
Prospera Financial Services Inc60,673$2.48M0.04%-53413F-HRTimeline
Quantinno Capital Management LP59,566$2.43M<0.01%+19,70013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co59,516$2.43M0.12%+25,93113F-HRTimelineGroup
Cordatus Wealth Management LLC58,074$2.37M0.56%-66813F-HRTimeline
Empirical Asset Management, LLC57,489$2.35M0.62%+2,75313F-HRTimeline
SG Americas Securities, LLC57,381$2.34M<0.01%-355,36013F-HRTimeline
TD Waterhouse Canada Inc.57,175$2.34M0.01%-1,13813F-HRTimeline
AAFMAA Wealth Management & Trust LLC55,753$2.28M0.88%+24,94113F-HRTimeline
LightSquare Wealth Management, LLC54,993$2.25M1.68%13F-HRTimeline
Steward Partners Investment Advisory, L…54,033$2.21M0.01%+10,56813F-HRTimeline
Triangle Securities Wealth Management53,931$2.2M0.5%+2,34113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.53,818$2.2M0.03%+37,78513F-HRTimeline
Fragasso Financial Advisors Inc52,333$2.19M0.13%+1,59513F-HRTimeline
Manske Wealth Management53,482$2.18M0.61%+5313F-HRTimeline
WBH ADVISORY INC53,311$2.18M0.16%+84213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.53,420$2.18M0.02%+26,03513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…52,912$2.16M0.03%+72413F-HRTimelineGroup
HighPoint Advisor Group LLC52,109$2.13M0.09%+1,31913F-HRTimeline
Premier Private Wealth Management LLC52,027$2.12M2.24%-21,29513F-HRTimeline
CX Institutional51,572$2.11M0.06%+7,43013F-HRTimeline
Trek Financial, LLC50,237$2.05M0.11%+1,43913F-HRTimeline
TWO SIGMA SECURITIES, LLC50,226$2.05M0.24%new13F-HRTimeline
Horizons Wealth Management50,096$2.05M1.36%-64213F-HRTimeline