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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
10,089
shares
|
$416,171
0.04% of portfolio
|
Q2 2025
Reduced 54.57%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
10,062
shares
|
$415,057
0.09% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,033
shares
|
$413,861
0.0% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,032
shares
|
$413,820
0.0% of portfolio
|
Q2 2025
Added 69.69%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
10,027
shares
|
$413,613
0.1% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,025
shares
|
$413,531
0.04% of portfolio
|
Q4 2022
Added 21.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,960
shares
|
$410,850
0.02% of portfolio
|
Q2 2025
Reduced 62.02%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,897
shares
|
$408,251
0.04% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
9,865
shares
|
$406,931
0.06% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,754
shares
|
$402,352
0.03% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
9,663
shares
|
$398,598
0.06% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,519
shares
|
$392,658
0.01% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
9,451
shares
|
$389,853
0.12% of portfolio
|
Q3 2023
Added 1.49%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
9,421
shares
|
$388,616
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
9,416
shares
|
$388,410
0.08% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,383
shares
|
$387,048
0.02% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
9,374
shares
|
$386,677
0.1% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
9,311
shares
|
$384,078
0.23% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
9,307
shares
|
$383,913
0.32% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,262
shares
|
$382,057
0.08% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
9,247
shares
|
$381,438
0.09% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,206
shares
|
$379,747
0.04% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,109
shares
|
$375,746
0.12% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
9,049
shares
|
$373,271
0.05% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
9,049
shares
|
$373,271
0.11% of portfolio
|
Q2 2025
Added 2.47%
|