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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,640
shares
|
$235,582
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
5,606
shares
|
$234,162
0.01% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,561
shares
|
$232,282
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,549
shares
|
$231,781
0.06% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,488
shares
|
$229,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
5,456
shares
|
$227,897
0.05% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
5,427
shares
|
$226,685
0.0% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,416
shares
|
$226,226
0.01% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
5,385
shares
|
$224,931
0.01% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
5,373
shares
|
$224,430
0.07% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
5,356
shares
|
$223,720
0.0% of portfolio
|
Q2 2025
Reduced 77.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,327
shares
|
$222,508
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,319
shares
|
$222,174
0.08% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
5,295
shares
|
$221,172
0.11% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,266
shares
|
$219,960
0.02% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
5,223
shares
|
$218,164
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
5,221
shares
|
$218,081
0.07% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
5,172
shares
|
$216,034
0.0% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
5,137
shares
|
$214,572
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,132
shares
|
$214,363
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,132
shares
|
$214,363
0.01% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
5,127
shares
|
$214,154
0.01% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,092
shares
|
$212,692
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
5,034
shares
|
$210,270
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
5,024
shares
|
$209,852
0.16% of portfolio
|
Q1 2025
New holding
|