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 |
|---|---|---|---|---|---|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,086
shares
|
$333,547
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
7,901
shares
|
$325,916
0.21% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,899
shares
|
$325,833
0.03% of portfolio
|
Q4 2022
Added 23.77%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
7,896
shares
|
$325,710
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
7,896
shares
|
$325,710
0.16% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
7,846
shares
|
$323,647
0.03% of portfolio
|
Q4 2024
Reduced 41.29%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
7,827
shares
|
$322,863
0.02% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
7,764
shares
|
$320,265
0.01% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
7,747
shares
|
$319,563
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
7,710
shares
|
$318,037
0.11% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$317,996
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$316,057
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,615
shares
|
$314,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,525
shares
|
$310,406
0.02% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,460
shares
|
$307,725
0.01% of portfolio
|
Q2 2025
Reduced 71.63%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
7,459
shares
|
$307,683
0.04% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,402
shares
|
$305,332
0.01% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
7,400
shares
|
$305,250
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
7,323
shares
|
$302,073
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,283
shares
|
$300,423
0.01% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,264
shares
|
$299,640
0.01% of portfolio
|
Q2 2020
Reduced 1.0%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
7,160
shares
|
$295,350
0.08% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,137
shares
|
$294,401
0.0% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,135
shares
|
$294,318
0.0% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
7,115
shares
|
$293,493
0.21% of portfolio
|
Q4 2024
New holding
|