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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
6,855
shares
|
$286,333
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,828
shares
|
$285,205
0.03% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
6,823
shares
|
$284,996
0.15% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,819
shares
|
$284,829
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
6,780
shares
|
$283,200
0.07% of portfolio
|
Q2 2025
Reduced 96.82%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
6,778
shares
|
$283,117
0.02% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
6,742
shares
|
$281,613
0.0% of portfolio
|
Q2 2025
Added 48.93%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
6,719
shares
|
$280,652
0.07% of portfolio
|
Q3 2025
Reduced 27.34%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
6,704
shares
|
$280,026
0.01% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
6,653
shares
|
$277,895
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,602
shares
|
$275,765
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
6,582
shares
|
$274,930
0.11% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
6,565
shares
|
$274,220
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
6,518
shares
|
$272,256
0.11% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,515
shares
|
$272,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
6,504
shares
|
$271,672
0.01% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,491
shares
|
$271,129
0.01% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,480
shares
|
$270,669
0.01% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,442
shares
|
$269,082
0.03% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
6,436
shares
|
$268,831
0.05% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
6,404
shares
|
$267,495
0.04% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
6,400
shares
|
$267,328
0.06% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
6,393
shares
|
$267,035
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
6,336
shares
|
$264,654
0.1% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
6,315
shares
|
$263,777
0.1% of portfolio
|
Q3 2025
Added 3.59%
|