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 |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
9,983
shares
|
$416,989
0.1% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,960
shares
|
$416,029
0.02% of portfolio
|
Q2 2025
Reduced 62.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,915
shares
|
$414,149
0.01% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,897
shares
|
$413,397
0.04% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
9,823
shares
|
$410,306
0.05% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,754
shares
|
$407,424
0.03% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
9,701
shares
|
$405,210
0.17% of portfolio
|
Q3 2025
Reduced 90.6%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
9,686
shares
|
$404,584
0.09% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,519
shares
|
$397,608
0.01% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
9,451
shares
|
$394,768
0.12% of portfolio
|
Q3 2023
Added 1.49%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
9,421
shares
|
$393,515
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,383
shares
|
$391,927
0.02% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
9,311
shares
|
$388,920
0.23% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
9,307
shares
|
$388,753
0.32% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
9,299
shares
|
$388,419
0.05% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,269
shares
|
$387,166
0.11% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,206
shares
|
$384,534
0.04% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,130
shares
|
$381,360
0.01% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
9,117
shares
|
$380,817
0.27% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
9,049
shares
|
$377,976
0.11% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
9,019
shares
|
$376,723
0.0% of portfolio
|
Q3 2025
Added 73.91%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
8,952
shares
|
$373,925
0.19% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
8,855
shares
|
$369,873
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,815
shares
|
$368,202
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,815
shares
|
$368,202
0.07% of portfolio
|
Q4 2022
Reduced 12.12%
|