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 |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
124
shares
|
$5,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
122
shares
|
$5,213
0.0% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
121
shares
|
$5,170
0.0% of portfolio
|
Q2 2024
Reduced 53.28%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
118
shares
|
$5,042
0.0% of portfolio
|
Q1 2025
Reduced 62.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$4,956
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
111
shares
|
$4,743
0.0% of portfolio
|
Q1 2025
Added 404.55%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
111
shares
|
$4,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
110
shares
|
$4,700
0.0% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
110
shares
|
$4,700
0.0% of portfolio
|
Q1 2025
Reduced 88.54%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
110
shares
|
$4,700
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,273
0.0% of portfolio
|
Q1 2023
Reduced 80.2%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
98
shares
|
$4,187
0.0% of portfolio
|
Q2 2024
Reduced 77.0%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
96
shares
|
$4,102
0.0% of portfolio
|
Q2 2023
Reduced 79.13%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
95
shares
|
$4,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
92
shares
|
$3,931
0.0% of portfolio
|
Q4 2024
Reduced 31.85%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
91
shares
|
$3,888
0.0% of portfolio
|
Q2 2023
Reduced 41.29%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
91
shares
|
$3,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
88
shares
|
$3,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
87
shares
|
$3,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
86
shares
|
$3,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
82
shares
|
$3,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
82
shares
|
$3,503
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
80
shares
|
$3,418
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
79
shares
|
$3,375
0.0% of portfolio
|
Q2 2023
Reduced 98.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
77
shares
|
$3,290
0.0% of portfolio
|
Q1 2025
Added 4.05%
|