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 |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
155,493
shares
|
$6.49 Million
1.36% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
155,493
shares
|
$6.49 Million
1.19% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
152,708
shares
|
$6.38 Million
1.85% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
152,615
shares
|
$6.37 Million
0.49% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
152,483
shares
|
$6.37 Million
0.09% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
150,807
shares
|
$6.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
150,203
shares
|
$6.27 Million
0.01% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
147,702
shares
|
$6.17 Million
1.32% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
145,256
shares
|
$6.07 Million
4.13% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
143,763
shares
|
$6 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
141,919
shares
|
$5.93 Million
0.03% of portfolio
|
Q2 2023
Reduced 45.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
141,071
shares
|
$5.89 Million
0.08% of portfolio
|
Q2 2025
Added 651.94%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
139,782
shares
|
$5.84 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
138,119
shares
|
$5.77 Million
0.37% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
135,734
shares
|
$5.67 Million
0.06% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
131,862
shares
|
$5.51 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
131,208
shares
|
$5.48 Million
1.16% of portfolio
|
Q2 2025
Added 672.31%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
130,879
shares
|
$5.47 Million
1.39% of portfolio
|
Q3 2025
Added 29.14%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
128,688
shares
|
$5.38 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank Of Texas
Richardson, TX |
Oct 01, 2025 Q3 2025 |
120,507
shares
|
$5.03 Million
4.78% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
119,567
shares
|
$4.99 Million
2.44% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
119,371
shares
|
$4.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
117,472
shares
|
$4.91 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
116,577
shares
|
$4.87 Million
2.43% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
116,015
shares
|
$4.85 Million
0.16% of portfolio
|
Q2 2025
Added 38.1%
|