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 $5.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
26,147
shares
|
$1.08 Million
0.54% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
25,948
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2023
Added 130.28%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
25,853
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,627
shares
|
$1.06 Million
0.2% of portfolio
|
Q3 2023
Reduced 5.36%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
25,623
shares
|
$1.06 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
25,490
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
25,427
shares
|
$1.05 Million
0.19% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
25,209
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
25,157
shares
|
$1.04 Million
0.76% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
25,143
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 42.82%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
24,778
shares
|
$1.02 Million
0.4% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
23,955
shares
|
$988,143
0.11% of portfolio
|
Q2 2025
Added 189.56%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
23,796
shares
|
$981,585
0.47% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
23,696
shares
|
$977,460
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
23,592
shares
|
$973,170
0.09% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
23,442
shares
|
$966,982
0.04% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
22,420
shares
|
$924,825
0.06% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
22,311
shares
|
$920,328
0.67% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
22,093
shares
|
$911,336
0.22% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
21,837
shares
|
$900,776
0.03% of portfolio
|
Q2 2025
Reduced 34.63%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
21,793
shares
|
$898,961
0.73% of portfolio
|
Q2 2025
Added 33.63%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
21,792
shares
|
$898,920
0.21% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21,588
shares
|
$890,505
0.1% of portfolio
|
Q2 2024
Added 15.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
21,291
shares
|
$878,253
0.02% of portfolio
|
Q2 2025
Reduced 30.02%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,146
shares
|
$872,272
0.11% of portfolio
|
Q2 2025
Added 729.25%
|