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 |
|---|---|---|---|---|---|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
617
shares
|
$25,772
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$25,062
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
598
shares
|
$24,978
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
554
shares
|
$23,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
544
shares
|
$22,722
0.0% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
537
shares
|
$22,430
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
534
shares
|
$22,305
0.01% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
533
shares
|
$22,263
0.0% of portfolio
|
Q2 2025
Reduced 65.23%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
525
shares
|
$21,929
0.01% of portfolio
|
Q4 2024
Reduced 46.15%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$20,885
0.01% of portfolio
|
Q1 2025
Reduced 87.68%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
455
shares
|
$19,005
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
428
shares
|
$17,877
0.0% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
416
shares
|
$17,376
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
416
shares
|
$17,376
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
398
shares
|
$16,624
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
397
shares
|
$16,582
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
397
shares
|
$16,582
0.0% of portfolio
|
Q1 2025
Added 32.78%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
397
shares
|
$16,582
0.0% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
386
shares
|
$16,123
0.0% of portfolio
|
Q4 2022
Added 56.91%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
371
shares
|
$15,496
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
364
shares
|
$15,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
353
shares
|
$14,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
350
shares
|
$14,619
0.02% of portfolio
|
Q3 2025
Added 127.27%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
342
shares
|
$14,285
0.01% of portfolio
|
Q1 2023
Reduced 67.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
335
shares
|
$13,992
0.0% of portfolio
|
Q1 2025
Reduced 6.69%
|