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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
69
shares
|
$2,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
68
shares
|
$2,905
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
67
shares
|
$2,862
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65
shares
|
$2,777
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
65
shares
|
$2,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
58
shares
|
$2,478
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
50
shares
|
$2,136
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
46
shares
|
$1,965
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
46
shares
|
$1,965
0.0% of portfolio
|
Q2 2025
Added 39.39%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
45
shares
|
$1,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$1,837
0.0% of portfolio
|
Q1 2022
Reduced 34.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
41
shares
|
$1,751
0.0% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
41
shares
|
$1,751
0.0% of portfolio
|
Q1 2023
Reduced 34.92%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
41
shares
|
$1,751
0.0% of portfolio
|
Q1 2025
Reduced 51.76%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
41
shares
|
$1,751
0.0% of portfolio
|
Q1 2025
Reduced 98.72%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
40
shares
|
$1,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
39
shares
|
$1,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$1,581
0.0% of portfolio
|
Q2 2023
Added 1054.05%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
36
shares
|
$1,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
36
shares
|
$1,538
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
34
shares
|
$1,452
0.0% of portfolio
|
Q4 2024
Reduced 70.94%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
34
shares
|
$1,452
0.0% of portfolio
|
Q4 2024
Reduced 70.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
34
shares
|
$1,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
30
shares
|
$1,281
0.0% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29
shares
|
$1,239
0.0% of portfolio
|
Q3 2022
New holding
|