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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
91,485
shares
|
$3.82 Million
0.18% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
88,856
shares
|
$3.71 Million
1.82% of portfolio
|
Q2 2022
Reduced 1.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
88,159
shares
|
$3.68 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
87,231
shares
|
$3.64 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
87,138
shares
|
$3.64 Million
0.05% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Aug 13, 2025 Q2 2025 |
86,595
shares
|
$3.62 Million
4.51% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
85,730
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
85,397
shares
|
$3.57 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
84,116
shares
|
$3.51 Million
1.1% of portfolio
|
Q1 2025
Added 101.43%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
84,010
shares
|
$3.51 Million
2.19% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
83,755
shares
|
$3.5 Million
0.03% of portfolio
|
Q2 2025
Added 4042.19%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
82,486
shares
|
$3.45 Million
0.24% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
81,941
shares
|
$3.42 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
79,425
shares
|
$3.32 Million
0.03% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
79,071
shares
|
$3.3 Million
0.12% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
78,870
shares
|
$3.29 Million
2.86% of portfolio
|
Q2 2025
New holding
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
78,410
shares
|
$3.28 Million
1.78% of portfolio
|
Q3 2025
Added 21.26%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
77,005
shares
|
$3.22 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
76,047
shares
|
$3.18 Million
0.24% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
74,904
shares
|
$3.13 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
74,873
shares
|
$3.13 Million
1.77% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
74,591
shares
|
$3.12 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
74,523
shares
|
$3.11 Million
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
73,092
shares
|
$3.05 Million
0.36% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
71,389
shares
|
$2.98 Million
0.11% of portfolio
|
Q3 2025
Added 39.08%
|