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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
100
shares
|
$4,177
0.0% of portfolio
|
Q2 2025
Reduced 97.12%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$4,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,177
0.0% of portfolio
|
Q1 2023
Reduced 80.2%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
98
shares
|
$4,093
0.0% of portfolio
|
Q2 2024
Reduced 77.0%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
96
shares
|
$4,009
0.0% of portfolio
|
Q2 2023
Reduced 79.13%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
93
shares
|
$3,884
0.0% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
91
shares
|
$3,801
0.0% of portfolio
|
Q2 2023
Reduced 41.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
91
shares
|
$3,801
0.0% of portfolio
|
Q2 2025
Added 167.65%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
91
shares
|
$3,801
0.0% of portfolio
|
Q2 2025
Added 167.65%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
89
shares
|
$3,717
0.0% of portfolio
|
Q3 2025
Reduced 99.95%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
89
shares
|
$3,717
0.0% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
88
shares
|
$3,675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
87
shares
|
$3,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
86
shares
|
$3,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
83
shares
|
$3,466
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
83
shares
|
$3,466
0.0% of portfolio
|
Q2 2025
Reduced 99.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
82
shares
|
$3,425
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
79
shares
|
$3,299
0.0% of portfolio
|
Q2 2023
Reduced 98.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
78
shares
|
$3,258
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
75
shares
|
$3,132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
69
shares
|
$2,882
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
68
shares
|
$2,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
67
shares
|
$2,798
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65
shares
|
$2,715
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
65
shares
|
$2,715
0.0% of portfolio
|
Q3 2024
New holding
|