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 842 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,704,991
shares
|
$1.67 Billion
1.33% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
18,793,178
shares
|
$770 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,672,087
shares
|
$273 Million
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
4,697,204
shares
|
$192 Million
2.49% of portfolio
|
Q3 2025
Added 102.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,179,043
shares
|
$171 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,922,874
shares
|
$161 Million
0.03% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,161,974
shares
|
$129 Million
3.08% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,392,845
shares
|
$98 Million
0.02% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,088,027
shares
|
$85.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,034,348
shares
|
$83.3 Million
0.01% of portfolio
|
Q3 2025
Added 31.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,012,994
shares
|
$82.4 Million
0.01% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,630,323
shares
|
$66.8 Million
0.62% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,593,455
shares
|
$65.3 Million
0.04% of portfolio
|
Q3 2024
Added 384.36%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
1,473,194
shares
|
$60.3 Million
4.84% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,421,335
shares
|
$58.2 Million
1.03% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,305,309
shares
|
$53.5 Million
0.09% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,259,199
shares
|
$51.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,201,616
shares
|
$49.2 Million
0.02% of portfolio
|
Q3 2025
Added 69.63%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,150,480
shares
|
$47.1 Million
0.52% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,147,740
shares
|
$47 Million
0.06% of portfolio
|
Q3 2025
Added 31.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,134,181
shares
|
$46.4 Million
0.07% of portfolio
|
Q3 2025
Added 574.58%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
1,133,764
shares
|
$46.4 Million
0.27% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
1,115,571
shares
|
$45.7 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
1,097,078
shares
|
$44.9 Million
0.8% of portfolio
|
Q3 2025
Added 161.01%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,025,364
shares
|
$42 Million
1.22% of portfolio
|
Q3 2025
Added 6.37%
|
|