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 |
|---|---|---|---|---|---|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
7,115
shares
|
$293,493
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,051
shares
|
$290,853
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
6,958
shares
|
$287,017
0.03% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
6,933
shares
|
$285,986
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
6,919
shares
|
$285,408
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6,887
shares
|
$284,088
0.07% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
6,863
shares
|
$283,098
0.02% of portfolio
|
Q2 2025
Reduced 61.13%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
6,855
shares
|
$282,768
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
6,829
shares
|
$281,696
0.16% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,828
shares
|
$281,655
0.03% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,819
shares
|
$281,283
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
6,780
shares
|
$279,675
0.07% of portfolio
|
Q2 2025
Reduced 96.82%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
6,778
shares
|
$279,592
0.02% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
6,742
shares
|
$278,107
0.0% of portfolio
|
Q2 2025
Added 48.93%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
6,704
shares
|
$276,540
0.01% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
6,660
shares
|
$274,725
0.01% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,602
shares
|
$272,332
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
6,582
shares
|
$271,507
0.11% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
6,565
shares
|
$270,806
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,515
shares
|
$268,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,480
shares
|
$267,300
0.01% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,442
shares
|
$265,732
0.03% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
6,442
shares
|
$265,732
0.02% of portfolio
|
Q2 2025
Reduced 98.29%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
6,436
shares
|
$265,485
0.05% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
6,400
shares
|
$264,000
0.06% of portfolio
|
Q2 2024
Reduced 0.54%
|