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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
21,123
shares
|
$871,323
0.8% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,695
shares
|
$853,668
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
20,693
shares
|
$853,586
0.11% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
20,580
shares
|
$848,925
0.0% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
20,519
shares
|
$846,408
0.16% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
20,235
shares
|
$834,693
0.13% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
20,112
shares
|
$829,620
0.01% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
19,865
shares
|
$819,431
0.01% of portfolio
|
Q2 2025
Reduced 76.86%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
19,817
shares
|
$817,451
0.28% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
19,680
shares
|
$811,800
0.01% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
19,410
shares
|
$800,662
0.09% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
19,192
shares
|
$791,670
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
19,118
shares
|
$788,617
0.43% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
19,083
shares
|
$787,173
0.07% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
19,067
shares
|
$786,513
0.88% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
19,038
shares
|
$785,317
0.01% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
18,928
shares
|
$780,780
0.1% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
18,900
shares
|
$779,625
0.75% of portfolio
|
Q1 2025
Added 51.2%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,807
shares
|
$775,788
0.68% of portfolio
|
Q4 2022
Reduced 13.88%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
18,762
shares
|
$773,932
0.0% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
18,742
shares
|
$773,107
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
18,736
shares
|
$772,860
0.22% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
18,597
shares
|
$767,126
0.08% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,567
shares
|
$765,888
0.06% of portfolio
|
Q4 2023
Added 214.59%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
18,510
shares
|
$763,537
0.16% of portfolio
|
Q2 2025
Added 17.66%
|