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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
11
shares
|
$459
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
8
shares
|
$334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
6
shares
|
$250
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
5
shares
|
$208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
4
shares
|
$167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
3
shares
|
$125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3
shares
|
$125
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3
shares
|
$125
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
2
shares
|
$83
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2
shares
|
$83
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q2 2025
Reduced 96.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|