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 825 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 $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
37,386,268
shares
|
$1.54 Billion
1.33% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,960,917
shares
|
$782 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,632,065
shares
|
$274 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,215,740
shares
|
$174 Million
0.06% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,655,906
shares
|
$151 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
3,089,284
shares
|
$127 Million
3.21% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
2,324,204
shares
|
$95.9 Million
1.31% of portfolio
|
Q2 2025
Reduced 34.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,299,410
shares
|
$94.9 Million
0.01% of portfolio
|
Q2 2025
Added 287.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,291,673
shares
|
$94.5 Million
0.02% of portfolio
|
Q2 2025
Added 71.02%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
1,621,738
shares
|
$66.9 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,593,455
shares
|
$65.7 Million
0.04% of portfolio
|
Q3 2024
Added 384.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,541,851
shares
|
$63.6 Million
0.01% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,333,535
shares
|
$55 Million
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,313,112
shares
|
$54.2 Million
4.94% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,279,948
shares
|
$52.8 Million
0.1% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,184,432
shares
|
$48.9 Million
0.02% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
1,150,103
shares
|
$47.4 Million
0.57% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,126,659
shares
|
$46.5 Million
0.27% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
963,965
shares
|
$39.8 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
959,400
shares
|
$39.6 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
945,399
shares
|
$39 Million
0.4% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
872,949
shares
|
$36 Million
0.06% of portfolio
|
Q2 2025
Added 23.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
841,184
shares
|
$34.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
776,387
shares
|
$32 Million
0.05% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
770,487
shares
|
$31.8 Million
0.66% of portfolio
|
Q2 2025
Added 12.23%
|