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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

Filings received so far for Q3 2026: 54 13F filers report a position in XLRE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…430,217$17.6M0.03%+2,20913F-HRTimeline
Capital Advisors Wealth Management, LLC201,341$8.24M0.93%+102,41913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC148,702$6.08M0.37%+2,79913F-HRTimeline
American National Bank of Texas127,944$5.23M4.78%+60313F-HRTimeline
Legacy Private Trust Co.106,422$4.35M0.24%+4513F-HRTimeline
Ayalon Insurance Comp Ltd.98,780$4.04M0.34%013F-HRTimeline
Chesley Taft & Associates LLC79,581$3.26M0.13%+65013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST58,540$2.39M0.22%-19,21413F-HRTimeline
Fragasso Financial Advisors Inc50,776$2.11M0.11%+13713F-HRTimeline
Horizons Wealth Management49,917$2.04M1.29%13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC45,493$1.86M0.38%-12,41113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,491$1.7M0.03%+27,53113F-HRTimeline
CX Institutional40,431$1.65M0.04%-10,30013F-HRTimeline
Signal Advisors Wealth, LLC40,318$1.65M0.07%+16,41113F-HRTimeline
BAILARD, INC.33,636$1.38M0.03%-1,11013F-HRTimeline
Scott Capital Advisors, LLC32,037$1.3M0.19%+97313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC31,666$1.3M0.3%+22,74713F-HRTimeline
CoreCap Advisors, LLC30,803$1.26M0.04%-9,61913F-HRTimeline
Sherry Group, Inc.27,815$1.14M1.07%+16813F-HRTimeline
LifeGoal Investments, LLC27,152$1.11M0.34%-23,85413F-HRTimeline
Cooksen Wealth, LLC24,195$1.01M0.62%+34613F-HRTimeline
Go Invest LLC23,764$972K0.21%+1,51213F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC23,714$970K0.58%+78413F-HRTimeline
Farther Finance Advisors, LLC21,746$890K0.01%-8,58613F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,124$782K0.04%-46913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC18,271$747K0.01%-5513F-HRTimeline
Peoples Bank/KS16,245$665K0.65%-73513F-HRTimeline
Boltwood Capital Management15,680$641K0.14%-6913F-HRTimeline
Trust Co14,474$592K0.05%-80113F-HRTimeline
Avior Wealth Management, LLC10,618$434K0.01%-85413F-HRTimeline
Kessler Investment Group, LLC9,466$387K0.19%+2,73713F-HRTimeline
M.E. ALLISON & CO., INC.9,392$384K0.22%+113F-HRTimeline
RVW Wealth, LLC7,846$321K0.02%013F-HRTimeline
Kaizen Financial Strategies7,476$306K0.12%-49713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC7,456$305K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,657$272K0.01%+71013F-HRTimeline
Apella Capital, LLC6,455$262K<0.01%+12313F-HRTimeline
Vilga Financial Planning LLC5,830$239K0.14%+25413F-HRTimeline
GAMMA Investing LLC2,865$117K<0.01%+22913F-HRTimeline
Noble Wealth Management PBC2,500$102K0.05%013F-HRTimeline
Bangor Savings Bank1,493$61.1K<0.01%+4513F-HRTimeline
Planning Strategies Inc.1,147$46.9K0.03%013F-HRTimeline
Bullock Wealth Management Group864$35.2K0.01%-8413F-HRTimeline
Byrne Asset Management LLC713$29K0.02%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.432$17.7K<0.01%+6113F-HRTimelineGroup
Bank of New Hampshire300$12.3K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…246$10.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.246$10K<0.01%013F-HRTimeline
Versant Capital Management, Inc136$5.56K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.94$3.85K<0.01%-38713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC67$2.74K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division46$1.88K<0.01%013F-HRTimeline
Davis Capital Management6$245<0.01%013F-HRTimeline
GK Wealth Management LLC6$245<0.01%new13F-HRTimeline