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 839 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
908
shares
|
$38,798
0.0% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
900
shares
|
$38,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
820
shares
|
$35,038
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
805
shares
|
$34,397
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
787
shares
|
$33,628
0.03% of portfolio
|
Q1 2023
Added 171.38%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
740
shares
|
$31,620
0.02% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
735
shares
|
$31,406
0.0% of portfolio
|
Q2 2022
Added 3575.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
732
shares
|
$31,278
0.01% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
718
shares
|
$30,680
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
703
shares
|
$30,039
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
695
shares
|
$29,697
0.03% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
677
shares
|
$28,928
0.0% of portfolio
|
Q1 2025
Added 298.24%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
670
shares
|
$28,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
663
shares
|
$28,329
0.02% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
657
shares
|
$28,073
0.01% of portfolio
|
Q2 2025
Reduced 79.83%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
648
shares
|
$27,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
625
shares
|
$26,706
0.0% of portfolio
|
Q2 2023
Reduced 62.01%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
613
shares
|
$26,193
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$25,637
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
598
shares
|
$25,552
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
544
shares
|
$23,245
0.0% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
525
shares
|
$22,433
0.01% of portfolio
|
Q4 2024
Reduced 46.15%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$21,365
0.01% of portfolio
|
Q1 2025
Reduced 87.68%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
455
shares
|
$19,442
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
428
shares
|
$18,288
0.0% of portfolio
|
Q2 2025
Added 10.31%
|