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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,500
shares
|
$563,895
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
13,142
shares
|
$548,941
0.39% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,052
shares
|
$545,182
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
12,960
shares
|
$541,339
0.24% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
12,906
shares
|
$539,083
0.05% of portfolio
|
Q3 2025
Reduced 30.6%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
12,874
shares
|
$537,746
0.04% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
12,768
shares
|
$533,319
0.13% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
12,747
shares
|
$532,442
0.35% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
12,672
shares
|
$529,309
0.13% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,617
shares
|
$527,012
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
12,561
shares
|
$524,672
0.19% of portfolio
|
Q3 2025
Added 132.4%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,509
shares
|
$522,500
0.19% of portfolio
|
Q2 2025
Added 69.71%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
12,502
shares
|
$522,208
0.06% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
12,345
shares
|
$515,650
0.0% of portfolio
|
Q2 2025
Reduced 32.04%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
12,309
shares
|
$514,146
0.24% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
12,284
shares
|
$513,102
0.0% of portfolio
|
Q2 2025
Reduced 58.21%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
12,119
shares
|
$506,210
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
12,065
shares
|
$503,955
0.01% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
12,050
shares
|
$503,328
0.06% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,923
shares
|
$498,023
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
11,893
shares
|
$496,770
0.44% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
11,869
shares
|
$495,768
0.0% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,790
shares
|
$492,468
0.0% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
11,634
shares
|
$485,952
0.03% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
11,511
shares
|
$480,814
0.02% of portfolio
|
Q3 2025
Reduced 20.92%
|