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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,010
shares
|
$209,267
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
4,940
shares
|
$206,343
0.04% of portfolio
|
Q2 2025
Reduced 86.92%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
4,934
shares
|
$206,093
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,928
shares
|
$205,842
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
4,815
shares
|
$201,122
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
4,751
shares
|
$198,449
0.08% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,722
shares
|
$197,237
0.01% of portfolio
|
Q2 2025
Reduced 29.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,563
shares
|
$190,596
0.02% of portfolio
|
Q2 2025
Reduced 61.9%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
4,444
shares
|
$185,625
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,418
shares
|
$184,539
0.01% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$168,959
0.0% of portfolio
|
Q2 2025
Added 108.72%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,933
shares
|
$164,281
0.03% of portfolio
|
Q3 2025
Reduced 57.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,930
shares
|
$164,156
0.0% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,829
shares
|
$159,937
0.06% of portfolio
|
Q1 2023
Added 29.97%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
3,824
shares
|
$159,728
0.03% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,556
shares
|
$148,534
0.01% of portfolio
|
Q1 2025
Added 35.83%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
3,443
shares
|
$143,814
0.04% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,202
shares
|
$133,747
0.01% of portfolio
|
Q2 2025
Reduced 48.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,089
shares
|
$129,027
0.0% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,012
shares
|
$125,811
0.02% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
2,893
shares
|
$120,840
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
2,818
shares
|
$117,707
0.04% of portfolio
|
Q3 2025
Reduced 37.49%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,725
shares
|
$113,823
0.0% of portfolio
|
Q1 2025
Added 735.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,438
shares
|
$101,835
0.0% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,351
shares
|
$98,201
0.04% of portfolio
|
Q2 2025
Reduced 11.52%
|