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 |
|---|---|---|---|---|---|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
11,869
shares
|
$489,596
0.0% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,790
shares
|
$486,337
0.0% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
11,634
shares
|
$479,902
0.03% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
11,614
shares
|
$479,077
0.46% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
11,468
shares
|
$473,055
0.01% of portfolio
|
Q2 2025
Added 27.88%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
11,464
shares
|
$472,890
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,385
shares
|
$469,631
0.07% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,314
shares
|
$466,702
0.01% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
11,295
shares
|
$465,918
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
11,255
shares
|
$464,268
0.02% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11,215
shares
|
$462,618
0.34% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
11,178
shares
|
$461,092
0.16% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,965
shares
|
$452,306
0.01% of portfolio
|
Q2 2025
Reduced 45.54%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,963
shares
|
$452,223
0.19% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,908
shares
|
$449,955
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
|
$448,800
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
10,855
shares
|
$447,768
0.43% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
10,817
shares
|
$446,201
0.13% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,776
shares
|
$444,510
0.13% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
10,758
shares
|
$443,767
0.13% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,752
shares
|
$443,520
0.04% of portfolio
|
Q2 2025
Added 79.65%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
10,728
shares
|
$442,530
0.95% of portfolio
|
Q3 2022
Reduced 22.84%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
10,613
shares
|
$437,786
0.11% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
10,558
shares
|
$435,517
0.04% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
10,252
shares
|
$422,895
0.12% of portfolio
|
Q2 2025
Added 16.61%
|