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Public ownership evidence

State Street Real Estate Select Sector SPDR ETF (XLRE) Ownership Disclosures

Read XLRE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2911,351$475,055None
Corient Private Wealth LP2026-06-302026-08-28134,635$5,928,166None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28237$10,435None
Principia Wealth Advisory, LLC2026-06-302026-08-272$88None
Principia Wealth Advisory, LLC2026-03-312026-08-272$82None
Dakota Wealth Management2025-09-302026-08-2743,567$1,835,478None
Dakota Wealth Management2025-12-312026-08-2747,292$1,908,233None
Dakota Wealth Management2026-03-312026-08-2749,255$2,011,082None
CARLSON FINANCIAL, INC.2026-06-302026-08-257,514$330,791None
CARLSON FINANCIAL, INC.2026-03-312026-08-257,480$305,422None
CARLSON FINANCIAL, INC.2025-12-312026-08-258,641$348,672None
Bullock Wealth Management Group2026-06-302026-08-20948$41,866None
Kingsview Wealth Management, LLC2026-06-302026-08-20292,730$12,888,902None
Kingsview Wealth Management, LLC2026-06-302026-08-2080,664$3,551,643None
Archer Investment Corp2026-06-302026-08-20142$6,274None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-204,725$208,043None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20162,575$7,158,167None
Beacon Pointe Advisors, LLC2026-06-302026-08-19120,513$5,306,173None
Copia Wealth Management2026-06-302026-08-1920,756$913,887None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-195,097$224,421None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1916$1,000None
Caitlin John, LLC2026-06-302026-08-182$88None
Caitlin John, LLC2026-06-302026-08-183$132None
Corient Private Wealth LP2026-06-302026-08-18129,564$5,704,848None
Asset Allocation Strategies LLC2026-06-302026-08-1815,376$676,984None
Transamerica Financial Advisors, LLC2026-06-302026-08-18229,076$10,086,225None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1818,202$801,303None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18152$6,693None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18718$29,316None
American Family Investments, Inc.2026-06-302026-08-182,549,761$112,265,977None
Equitable Holdings, Inc.2026-06-302026-08-18289,591$12,750,687None
DEARBORN PARTNERS LLC2026-06-302026-08-1813,603$598,940None
Jefferies Financial Group Inc.2026-06-302026-08-1822,934$1,009,784None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-188,039$354,000None
Wellington Grp LLC2026-06-302026-08-15503$20,537None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-156,681$294,166None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15179$7,881None
Independence Wealth Advisors, LLC2026-06-302026-08-1514,244$627,150None
Sequent Planning LLC2026-06-302026-08-1513,501$594,466None
Investors Portfolio Services LLC2026-06-302026-08-15331$14,577None
Alpine Global Management, LLC2026-06-302026-08-1512,314$542,185None
AMERIFLEX GROUP, INC.2026-06-302026-08-15657$28,928None
10Elms LLP2026-06-302026-08-1522,889$1,007,815None
Blueprint Financial Advisors LLC2026-06-302026-08-1519,521$859,510None
TORONTO DOMINION BANK2026-06-302026-08-1513,989$615,936None
TORONTO DOMINION BANK2026-06-302026-08-15576$25,361None
SummitTX Capital, L.P.2026-06-302026-08-1549$2,157None
Glen Eagle Advisors, LLC2026-06-302026-08-151,868$82,256None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15913$40,199None
Modern Wealth Management, LLC2026-06-302026-08-1524,189$1,065,035None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.