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 839 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
26,222
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 79.96%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
26,150
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
26,130
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
26,083
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 82.38%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
26,050
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
25,948
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2023
Added 130.28%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,627
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2023
Reduced 5.36%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
25,623
shares
|
$1.09 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
25,465
shares
|
$1.09 Million
0.66% of portfolio
|
Q1 2025
Reduced 40.37%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
25,443
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
25,427
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
25,233
shares
|
$1.08 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
25,157
shares
|
$1.07 Million
0.76% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
24,854
shares
|
$1.06 Million
0.5% of portfolio
|
Q1 2025
Reduced 75.1%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
24,835
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,713
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
24,691
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
24,278
shares
|
$1.04 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
23,999
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
23,964
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 324.44%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
23,955
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Added 189.56%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
23,796
shares
|
$1.02 Million
0.47% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
23,696
shares
|
$1.01 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
23,592
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
23,442
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Reduced 21.44%
|