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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
7,827
shares
|
$326,933
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
|
$324,302
0.01% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
7,710
shares
|
$322,046
0.11% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$322,004
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$320,041
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
7,646
shares
|
$319,373
0.01% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,615
shares
|
$318,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,525
shares
|
$314,319
0.02% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
7,485
shares
|
$312,648
0.01% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
7,400
shares
|
$309,098
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,283
shares
|
$304,210
0.01% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,264
shares
|
$303,417
0.01% of portfolio
|
Q2 2020
Reduced 1.0%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
7,232
shares
|
$302,080
0.03% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
7,160
shares
|
$299,073
0.08% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
7,137
shares
|
$298,112
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
|
$298,028
0.0% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
7,115
shares
|
$297,193
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
7,095
shares
|
$296,358
0.15% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,051
shares
|
$294,520
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,024
shares
|
$293,392
0.03% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
7,019
shares
|
$293,183
0.03% of portfolio
|
Q3 2025
Reduced 95.48%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
6,958
shares
|
$290,635
0.03% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
6,933
shares
|
$289,591
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
6,919
shares
|
$289,006
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
6,863
shares
|
$286,667
0.02% of portfolio
|
Q2 2025
Reduced 61.13%
|