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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
16,429
shares
|
$677,696
0.24% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
16,405
shares
|
$676,706
0.19% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
16,338
shares
|
$673,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,338
shares
|
$673,942
0.0% of portfolio
|
Q2 2024
Added 68.1%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
16,258
shares
|
$670,642
0.26% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
16,243
shares
|
$670,023
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,134
shares
|
$665,527
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,093
shares
|
$663,836
0.01% of portfolio
|
Q2 2025
Reduced 69.6%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
16,000
shares
|
$660,000
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,835
shares
|
$653,193
0.01% of portfolio
|
Q2 2025
Reduced 79.94%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
15,818
shares
|
$652,492
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
15,508
shares
|
$639,705
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
15,397
shares
|
$635,126
0.14% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
15,317
shares
|
$631,826
0.0% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
15,265
shares
|
$629,681
0.26% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
15,142
shares
|
$624,607
0.0% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
15,091
shares
|
$622,503
0.05% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
14,993
shares
|
$618,461
0.07% of portfolio
|
Q2 2025
Reduced 19.49%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
14,978
shares
|
$617,842
0.01% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,956
shares
|
$616,935
0.08% of portfolio
|
Q2 2025
Reduced 78.85%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,819
shares
|
$611,283
0.01% of portfolio
|
Q4 2023
Reduced 59.02%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
14,806
shares
|
$610,747
0.28% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
14,705
shares
|
$606,581
0.19% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
14,677
shares
|
$605,426
0.05% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
14,556
shares
|
$600,435
0.03% of portfolio
|
Q2 2025
New holding
|