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 |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
53,985
shares
|
$2.25 Million
0.55% of portfolio
|
Q3 2025
Reduced 46.15%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
53,810
shares
|
$2.25 Million
1.13% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
53,391
shares
|
$2.23 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
53,166
shares
|
$2.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
52,329
shares
|
$2.19 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
50,741
shares
|
$2.12 Million
0.04% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
50,453
shares
|
$2.11 Million
1.45% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
50,432
shares
|
$2.11 Million
1.14% of portfolio
|
Q2 2025
Added 98.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
50,316
shares
|
$2.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
50,071
shares
|
$2.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 74.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
50,066
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 59.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
50,007
shares
|
$2.09 Million
0.06% of portfolio
|
Q2 2025
Added 24.48%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
49,183
shares
|
$2.05 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
48,395
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
48,373
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
48,155
shares
|
$2.01 Million
0.28% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
47,791
shares
|
$2 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
46,741
shares
|
$1.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
46,631
shares
|
$1.95 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
46,461
shares
|
$1.94 Million
0.69% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Aug 05, 2025 Q2 2025 |
46,236
shares
|
$1.93 Million
1.91% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
46,177
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
45,018
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
43,589
shares
|
$1.82 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
43,191
shares
|
$1.8 Million
0.22% of portfolio
|
Q2 2025
Added 6.6%
|