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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
6,336
shares
|
$261,360
0.1% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
6,291
shares
|
$259,503
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
6,261
shares
|
$258,266
0.13% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
6,179
shares
|
$254,883
0.02% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
6,170
shares
|
$254,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
6,157
shares
|
$253,976
0.02% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
6,105
shares
|
$251,831
0.25% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
6,096
shares
|
$251,460
0.11% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
6,047
shares
|
$249,438
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,046
shares
|
$249,397
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
6,008
shares
|
$247,830
0.09% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
5,991
shares
|
$247,128
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,978
shares
|
$246,592
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,970
shares
|
$246,262
0.0% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
5,931
shares
|
$244,653
0.01% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
5,927
shares
|
$244,488
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
5,926
shares
|
$244,447
0.13% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,883
shares
|
$242,673
0.01% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
5,850
shares
|
$241,312
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,846
shares
|
$241,147
0.01% of portfolio
|
Q1 2025
Added 161.45%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,820
shares
|
$240,075
0.07% of portfolio
|
Q1 2024
Reduced 62.21%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
5,779
shares
|
$238,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,777
shares
|
$238,301
0.03% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,767
shares
|
$237,888
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,740
shares
|
$236,775
0.01% of portfolio
|
Q2 2025
Reduced 65.57%
|