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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
18,444
shares
|
$760,815
0.26% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
18,363
shares
|
$757,473
0.02% of portfolio
|
Q2 2025
Reduced 76.87%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,202
shares
|
$750,832
0.0% of portfolio
|
Q2 2025
Added 65.44%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
18,113
shares
|
$747,161
0.08% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
18,103
shares
|
$746,748
0.09% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18,078
shares
|
$745,717
0.01% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
18,065
shares
|
$745,181
0.23% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
18,024
shares
|
$743,490
0.02% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
17,922
shares
|
$739,282
0.06% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
17,802
shares
|
$734,332
0.49% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
17,724
shares
|
$731,115
0.14% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
17,553
shares
|
$724,061
0.13% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
17,482
shares
|
$721,132
0.31% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
17,417
shares
|
$718,451
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,306
shares
|
$713,872
0.09% of portfolio
|
Q2 2024
Added 18.77%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
17,293
shares
|
$713,336
0.0% of portfolio
|
Q2 2025
Reduced 49.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
17,279
shares
|
$712,758
0.03% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
16,833
shares
|
$694,361
0.33% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,806
shares
|
$693,247
0.11% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
16,714
shares
|
$689,452
0.08% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
16,693
shares
|
$688,586
0.01% of portfolio
|
Q2 2025
Added 44.38%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,635
shares
|
$686,193
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,549
shares
|
$682,646
0.02% of portfolio
|
Q3 2024
Added 98.12%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
16,538
shares
|
$682,192
0.59% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
16,446
shares
|
$678,397
0.05% of portfolio
|
Q2 2025
Added 9.23%
|