Institutional Ownership Select Sector Spdr Tr Real Est (XLRE)
This table provides information about the institutional ownership of Select Sector Spdr Tr Real Est (XLRE). We have compiled data on the 825 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $5.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
29,598
shares
|
$1.22 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
29,579
shares
|
$1.22 Million
0.54% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
29,387
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
29,375
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2025
Added 56.9%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
29,303
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
29,297
shares
|
$1.21 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
29,227
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
29,090
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
28,595
shares
|
$1.18 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
28,447
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 88.79%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
28,364
shares
|
$1.17 Million
0.33% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
28,186
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
28,159
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
28,127
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,933
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2022
Reduced 13.73%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
27,783
shares
|
$1.15 Million
0.64% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
27,737
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
27,655
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
27,373
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2023
Reduced 20.3%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
27,007
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,986
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
26,852
shares
|
$1.11 Million
0.25% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
26,569
shares
|
$1.1 Million
1.59% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
26,459
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
26,150
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.51%
|