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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,771
shares
|
$366,364
0.01% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,707
shares
|
$363,691
0.05% of portfolio
|
Q2 2022
Reduced 6.21%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
8,698
shares
|
$363,315
0.12% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,694
shares
|
$363,148
0.01% of portfolio
|
Q2 2025
Added 46.83%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
8,647
shares
|
$361,185
0.18% of portfolio
|
Q3 2025
Added 67.35%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
8,596
shares
|
$359,054
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,522
shares
|
$355,963
0.22% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
8,479
shares
|
$354,167
0.03% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,448
shares
|
$352,872
0.17% of portfolio
|
Q3 2025
Reduced 22.94%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,433
shares
|
$352,246
0.02% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
8,406
shares
|
$351,118
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8,357
shares
|
$349,071
0.3% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
8,338
shares
|
$348,278
0.06% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
8,277
shares
|
$345,730
0.04% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
8,174
shares
|
$341,427
0.01% of portfolio
|
Q2 2025
Reduced 50.51%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
8,152
shares
|
$340,509
0.06% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
8,130
shares
|
$339,590
0.06% of portfolio
|
Q2 2025
Reduced 47.97%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
8,130
shares
|
$339,590
0.02% of portfolio
|
Q2 2025
Reduced 48.01%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,086
shares
|
$337,752
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
7,965
shares
|
$332,698
0.03% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
7,901
shares
|
$330,024
0.21% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,899
shares
|
$329,941
0.03% of portfolio
|
Q4 2022
Added 23.77%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
7,896
shares
|
$329,815
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
7,846
shares
|
$327,727
0.03% of portfolio
|
Q4 2024
Reduced 41.29%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
7,836
shares
|
$327,309
0.15% of portfolio
|
Q3 2025
Reduced 0.76%
|