# SELECT SECTOR SPDR TR (XLRE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XLRE/

- Reporting holders: 37
- Reported value: $42.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $8.2M | 201,341 | 0.9% | 9 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $6.1M | 148,702 | 0.4% | 16 |
| [American National Bank of Texas](https://holderbook.com/funds/2086953-american-national-bank-of-texas/) | $5.2M | 127,944 | 4.8% | 5 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $4.4M | 106,422 | 0.2% | 20 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $2.4M | 58,540 | 0.2% | 13 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $2.0M | 49,917 | 1.3% | 13 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $1.9M | 45,493 | 0.4% | 18 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $1.3M | 31,666 | 0.3% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.3M | 30,803 | 0.0% | 19 |
| [Sherry Group, Inc.](https://holderbook.com/funds/2107738-sherry-group-inc/) | $1.1M | 27,815 | 1.1% | 4 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $1.1M | 27,152 | 0.3% | 3 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $972.2K | 23,764 | 0.2% | 4 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $970.1K | 23,714 | 0.6% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $889.6K | 21,746 | 0.0% | 14 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $747.5K | 18,271 | 0.0% | 16 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $664.6K | 16,245 | 0.6% | 13 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $641.5K | 15,680 | 0.1% | 32 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $592.1K | 14,474 | 0.1% | 32 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $387.3K | 9,466 | 0.2% | 13 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $384.2K | 9,392 | 0.2% | 8 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $321.0K | 7,846 | 0.0% | 27 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $305.8K | 7,476 | 0.1% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $261.9K | 6,455 | 0.0% | 4 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $238.5K | 5,830 | 0.1% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $117.2K | 2,865 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 37 | $42.8M |
| Q2 2026 | 810 | $7.8B |
| Q1 2026 | 751 | $6.0B |
| Q4 2025 | 779 | $6.0B |
| Q3 2025 | 734 | $6.6B |
| Q2 2025 | 723 | $6.0B |
| Q1 2025 | 752 | $6.3B |
| Q4 2024 | 769 | $5.6B |
| Q3 2024 | 748 | $6.7B |
| Q2 2024 | 660 | $4.7B |
| Q1 2024 | 682 | $5.0B |
| Q4 2023 | 682 | $4.5B |