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 |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
14,502
shares
|
$598,207
0.04% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
14,433
shares
|
$595,361
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
14,412
shares
|
$594,495
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
14,197
shares
|
$585,626
0.42% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
13,915
shares
|
$573,993
0.2% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
13,787
shares
|
$568,713
0.02% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,590
shares
|
$560,587
0.05% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
13,547
shares
|
$558,813
0.01% of portfolio
|
Q2 2025
Reduced 54.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,500
shares
|
$556,875
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
13,405
shares
|
$552,956
0.11% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
13,142
shares
|
$542,107
0.39% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
12,960
shares
|
$534,600
0.24% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
12,874
shares
|
$531,052
0.04% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
12,768
shares
|
$526,680
0.13% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
12,747
shares
|
$525,813
0.35% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,617
shares
|
$520,451
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
12,556
shares
|
$517,935
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,509
shares
|
$515,996
0.19% of portfolio
|
Q2 2025
Added 69.71%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
12,502
shares
|
$515,707
0.06% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
12,345
shares
|
$509,231
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
|
$507,746
0.24% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
12,284
shares
|
$506,715
0.0% of portfolio
|
Q2 2025
Reduced 58.21%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
12,119
shares
|
$499,908
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
12,065
shares
|
$497,681
0.01% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
12,050
shares
|
$497,062
0.06% of portfolio
|
Q4 2024
Added 2.55%
|