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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
9,049
shares
|
$373,271
0.05% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
8,952
shares
|
$369,270
0.19% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
8,855
shares
|
$365,268
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,815
shares
|
$363,618
0.07% of portfolio
|
Q4 2022
Reduced 12.12%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,815
shares
|
$363,618
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
8,771
shares
|
$361,803
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,771
shares
|
$361,803
0.01% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
8,766
shares
|
$361,597
0.01% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
8,750
shares
|
$360,937
0.15% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,707
shares
|
$359,163
0.05% of portfolio
|
Q2 2022
Reduced 6.21%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
8,698
shares
|
$358,792
0.12% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,694
shares
|
$358,627
0.01% of portfolio
|
Q2 2025
Added 46.83%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
8,616
shares
|
$355,410
0.29% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
8,596
shares
|
$354,585
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
8,579
shares
|
$353,883
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,522
shares
|
$351,532
0.22% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,433
shares
|
$347,861
0.02% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,418
shares
|
$347,242
0.01% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
8,406
shares
|
$346,747
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8,357
shares
|
$344,726
0.3% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
8,338
shares
|
$343,942
0.06% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
8,277
shares
|
$341,426
0.04% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
8,174
shares
|
$337,177
0.01% of portfolio
|
Q2 2025
Reduced 50.51%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
8,152
shares
|
$336,270
0.06% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
8,130
shares
|
$335,362
0.06% of portfolio
|
Q2 2025
Reduced 47.97%
|