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 |
|---|---|---|---|---|---|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
115,255
shares
|
$4.81 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
115,180
shares
|
$4.81 Million
0.16% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
114,955
shares
|
$4.8 Million
0.01% of portfolio
|
Q2 2025
Added 258.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
114,231
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.93%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
112,631
shares
|
$4.7 Million
0.29% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
111,891
shares
|
$4.67 Million
3.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
111,809
shares
|
$4.67 Million
0.03% of portfolio
|
Q2 2025
Added 73.79%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
111,297
shares
|
$4.65 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
110,922
shares
|
$4.63 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
110,840
shares
|
$4.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
109,710
shares
|
$4.58 Million
0.18% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
107,155
shares
|
$4.48 Million
0.67% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
104,758
shares
|
$4.38 Million
1.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
103,098
shares
|
$4.31 Million
0.16% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,060
shares
|
$4.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
102,414
shares
|
$4.28 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
100,541
shares
|
$4.2 Million
0.56% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
98,621
shares
|
$4.12 Million
0.06% of portfolio
|
Q3 2025
Added 66.05%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
98,337
shares
|
$4.11 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
97,025
shares
|
$4.05 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
96,696
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
Added 136.42%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
95,448
shares
|
$3.99 Million
0.41% of portfolio
|
Q3 2025
Added 298.45%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
95,378
shares
|
$3.98 Million
0.79% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
93,792
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
91,709
shares
|
$3.83 Million
0.0% of portfolio
|
Q2 2025
Added 195.71%
|