SELECT SECTOR SPDR TR (XLRE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
37
Reporting holders
$42.8M
Reported value
0.0%
Calls
0.0%
Puts
-773
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Advisors Wealth Management, LLC | $8.2M | 201,341 | 0.93% | 9q | +103.5%+$4.2M |
| ARMSTRONG ADVISORY GROUP, INC | $6.1M | 148,702 | 0.37% | 16q | +1.9%+$114.5K |
| American National Bank of Texas | $5.2M | 127,944 | 4.78% | 5q | HELD |
| Legacy Private Trust Co. | $4.4M | 106,422 | 0.24% | 20q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $2.4M | 58,540 | 0.22% | 13q | -24.7%-$786.0K |
| Horizons Wealth Management | $2.0M | 49,917 | 1.27% | 13q | HELD |
| WALLER FINANCIAL PLANNING GROUP, INC | $1.9M | 45,493 | 0.38% | 18q | -21.4%-$507.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.3M | 31,666 | 0.30% | 4q | +255.0%+$930.6K |
| CoreCap Advisors, LLC | $1.3M | 30,803 | 0.04% | 19q | -23.8%-$393.5K |
| Sherry Group, Inc. | $1.1M | 27,815 | 1.07% | 4q | +0.6%+$6.9K |
| LifeGoal Investments, LLC | $1.1M | 27,152 | 0.34% | 3q | -46.8%-$975.9K |
| Go Invest LLC | $972.2K | 23,764 | 0.21% | 4q | +6.8%+$61.9K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $970.1K | 23,714 | 0.58% | 16q | +3.4%+$32.1K |
| Farther Finance Advisors, LLC | $889.6K | 21,746 | 0.01% | 14q | -28.3%-$351.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $747.5K | 18,271 | 0.01% | 16q | HELD |
| Peoples Bank/KS | $664.6K | 16,245 | 0.65% | 13q | -4.3%-$30.1K |
| Boltwood Capital Management | $641.5K | 15,680 | 0.14% | 32q | HELD |
| Trust Co | $592.1K | 14,474 | 0.05% | 32q | -5.2%-$32.8K |
| Kessler Investment Group, LLC | $387.3K | 9,466 | 0.19% | 13q | +40.7%+$112.0K |
| M.E. ALLISON & CO., INC. | $384.2K | 9,392 | 0.22% | 8q | HELD |
| RVW Wealth, LLC | $321.0K | 7,846 | 0.02% | 27q | HELD |
| Kaizen Financial Strategies | $305.8K | 7,476 | 0.12% | 13q | -6.2%-$20.3K |
| Apella Capital, LLC | $261.9K | 6,455 | 0.00% | 4q | +1.9%+$5.0K |
| Vilga Financial Planning LLC | $238.5K | 5,830 | 0.14% | 2q | +4.6%+$10.4K |
| GAMMA Investing LLC | $117.2K | 2,865 | 0.00% | 12q | +8.7%+$9.4K |
| Noble Wealth Management PBC | $102.3K | 2,500 | 0.05% | 5q | HELD |
| Bangor Savings Bank | $61.1K | 1,493 | 0.00% | 18q | +3.1%+$1.8K |
| Planning Strategies Inc. | $46.9K | 1,147 | 0.03% | 2q | HELD |
| Bullock Wealth Management Group | $35.2K | 864 | 0.01% | 11q | -8.9%-$3.4K |
| Byrne Asset Management LLC | $29.0K | 713 | 0.02% | 20q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $17.7K | 432 | 0.00% | 18q | +16.4%+$2.5K |
| Bank of New Hampshire | $12.3K | 300 | 0.00% | 22q | HELD |
| Pacifica Partners Inc. | $10.0K | 246 | 0.00% | 4q | HELD |
| Versant Capital Management, Inc | $5.6K | 136 | 0.00% | 10q | HELD |
| Ayalon Insurance Comp Ltd. | $4.0K | 98,780 | 0.34% | 17q | HELD |
| Central Pacific Bank - Trust Division | $1.9K | 46 | 0.00% | 11q | HELD |
| CX Institutional | $1.7K | 40,431 | 0.04% | 32q | -20.3% |
| Davis Capital Management | $245 | 6 | 0.00% | 13q | HELD |
| GK Wealth Management LLC | $245 | 6 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 37 | $42.8M | 1,046,908 | 1 | 12 | 9 | 0.0% |
| Q2 2026 | 810 | $7.8B | 174,309,185 | 105 | 290 | 235 | 1.1% |
| Q1 2026 | 751 | $6.0B | 145,794,835 | 78 | 277 | 225 | 1.4% |
| Q4 2025 | 779 | $6.0B | 146,307,974 | 81 | 251 | 247 | 2.2% |
| Q3 2025 | 734 | $6.6B | 153,171,750 | 77 | 265 | 225 | 1.9% |
| Q2 2025 | 723 | $6.0B | 141,602,927 | 58 | 252 | 262 | 1.7% |
| Q1 2025 | 752 | $6.3B | 150,637,216 | 71 | 257 | 268 | 2.2% |
| Q4 2024 | 769 | $5.6B | 132,347,904 | 91 | 266 | 238 | 3.7% |
| Q3 2024 | 748 | $6.7B | 143,956,667 | 141 | 274 | 201 | 3.4% |
| Q2 2024 | 660 | $4.7B | 120,068,522 | 65 | 224 | 233 | 2.1% |
| Q1 2024 | 682 | $5.0B | 125,459,746 | 79 | 245 | 210 | 1.0% |
| Q4 2023 | 682 | $4.5B | 109,452,332 | 117 | 200 | 205 | 1.6% |
| Q3 2023 | 590 | $2.8B | 81,465,811 | 59 | 208 | 192 | 1.5% |
| Q2 2023 | 592 | $3.0B | 78,228,024 | 62 | 194 | 215 | 1.2% |
| Q1 2023 | 585 | $3.1B | 80,142,475 | 55 | 207 | 199 | 1.5% |
| Q4 2022 | 612 | $3.4B | 89,255,428 | 86 | 208 | 177 | 2.9% |
| Q3 2022 | 580 | $3.1B | 84,152,666 | 49 | 215 | 183 | 2.2% |
| Q2 2022 | 623 | $3.5B | 83,629,285 | 84 | 234 | 188 | 1.4% |
| Q1 2022 | 635 | $4.0B | 81,435,680 | 72 | 257 | 162 | 0.9% |
| Q4 2021 | 648 | $4.4B | 83,403,763 | 92 | 218 | 138 | 1.2% |
| Q3 2021 | 543 | $2.7B | 59,270,487 | 74 | 217 | 114 | 1.6% |
| Q2 2021 | 504 | $2.0B | 44,486,385 | 86 | 192 | 106 | 1.1% |
| Q1 2021 | 446 | $1.4B | 34,580,396 | 77 | 138 | 123 | 1.1% |
| Q4 2020 | 416 | $1.3B | 34,454,127 | 48 | 118 | 126 | 1.2% |
| Q3 2020 | 397 | $1.3B | 37,464,253 | 52 | 116 | 126 | 1.7% |
| Q2 2020 | 384 | $4.3B | 109,695,569 | 65 | 87 | 150 | 0.6% |
| Q1 2020 | 394 | $2.1B | 66,864,094 | 55 | 114 | 131 | 0.8% |
| Q4 2019 | 423 | $2.7B | 68,101,959 | 49 | 129 | 106 | 0.2% |
| Q3 2019 | 386 | $2.9B | 74,534,384 | 50 | 123 | 101 | 0.2% |
| Q2 2019 | 367 | $2.5B | 68,502,439 | 48 | 118 | 102 | 0.6% |
| Q1 2019 | 369 | $2.6B | 70,523,657 | 64 | 101 | 98 | 1.8% |
| Q4 2018 | 338 | $2.2B | 68,751,372 | 5 | 4 | 6 | 4.8% |