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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
11,468
shares
|
$479,018
0.01% of portfolio
|
Q2 2025
Added 27.88%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
11,464
shares
|
$478,851
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,385
shares
|
$475,551
0.07% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
11,295
shares
|
$471,792
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
11,255
shares
|
$470,121
0.02% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11,215
shares
|
$468,450
0.34% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
11,124
shares
|
$464,649
0.15% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,965
shares
|
$458,008
0.01% of portfolio
|
Q2 2025
Reduced 45.54%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,908
shares
|
$455,627
0.03% of portfolio
|
Q3 2023
Added 0.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,880
shares
|
$454,457
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
10,855
shares
|
$453,413
0.43% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
10,817
shares
|
$451,826
0.13% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,776
shares
|
$450,113
0.13% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
10,758
shares
|
$449,361
0.13% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,752
shares
|
$449,111
0.04% of portfolio
|
Q2 2025
Added 79.65%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
10,728
shares
|
$448,108
0.95% of portfolio
|
Q3 2022
Reduced 22.84%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
10,613
shares
|
$443,305
0.11% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
10,558
shares
|
$441,007
0.04% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Sep 30, 2025 Q2 2025 |
10,453
shares
|
$436,621
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
10,252
shares
|
$428,226
0.12% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
10,089
shares
|
$421,417
0.04% of portfolio
|
Q2 2025
Reduced 54.57%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
10,062
shares
|
$420,289
0.09% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,033
shares
|
$419,078
0.0% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,032
shares
|
$419,036
0.0% of portfolio
|
Q2 2025
Added 69.69%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,025
shares
|
$418,744
0.04% of portfolio
|
Q4 2022
Added 21.0%
|