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 829 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 $5.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,134
shares
|
$673,917
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
16,130
shares
|
$673,750
0.18% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,093
shares
|
$672,204
0.01% of portfolio
|
Q2 2025
Reduced 69.6%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
16,000
shares
|
$668,320
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
15,953
shares
|
$666,356
0.07% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,835
shares
|
$661,427
0.01% of portfolio
|
Q2 2025
Reduced 79.94%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
15,818
shares
|
$660,717
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
15,643
shares
|
$653,408
0.01% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
15,592
shares
|
$651,277
0.02% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
15,508
shares
|
$647,769
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
15,373
shares
|
$642,130
0.28% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
15,317
shares
|
$639,791
0.0% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
15,142
shares
|
$632,481
0.0% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,956
shares
|
$624,712
0.08% of portfolio
|
Q2 2025
Reduced 78.85%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,819
shares
|
$618,989
0.01% of portfolio
|
Q4 2023
Reduced 59.02%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
14,705
shares
|
$614,227
0.19% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
14,677
shares
|
$613,058
0.05% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,539
shares
|
$607,294
0.04% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
14,502
shares
|
$605,748
0.04% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
14,433
shares
|
$602,866
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
14,412
shares
|
$601,989
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
14,197
shares
|
$593,008
0.42% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
13,787
shares
|
$575,882
0.02% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
13,673
shares
|
$571,121
0.21% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,590
shares
|
$567,654
0.05% of portfolio
|
Q2 2025
Reduced 3.87%
|