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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,228
shares
|
$51,293
0.01% of portfolio
|
Q1 2025
Added 307.97%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,109
shares
|
$46,322
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,094
shares
|
$45,696
0.0% of portfolio
|
Q2 2025
Reduced 99.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,042
shares
|
$43,524
0.0% of portfolio
|
Q2 2025
Reduced 43.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,038
shares
|
$43,357
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
984
shares
|
$41,101
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
969
shares
|
$40,475
0.04% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
889
shares
|
$37,133
0.0% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
821
shares
|
$34,293
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
820
shares
|
$34,251
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
800
shares
|
$33,416
0.02% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
787
shares
|
$32,872
0.03% of portfolio
|
Q1 2023
Added 171.38%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
735
shares
|
$30,700
0.0% of portfolio
|
Q2 2022
Added 3575.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
732
shares
|
$30,575
0.01% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
725
shares
|
$30,283
0.0% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
718
shares
|
$29,990
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
703
shares
|
$29,364
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
694
shares
|
$28,988
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
677
shares
|
$28,278
0.0% of portfolio
|
Q1 2025
Added 298.24%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
670
shares
|
$27,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
670
shares
|
$27,985
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
657
shares
|
$27,442
0.01% of portfolio
|
Q2 2025
Reduced 79.83%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
648
shares
|
$27,066
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
636
shares
|
$26,565
0.0% of portfolio
|
Q2 2025
Reduced 84.93%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
625
shares
|
$26,106
0.0% of portfolio
|
Q2 2023
Reduced 62.01%
|