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 |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,132
shares
|
$211,695
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,092
shares
|
$210,045
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
5,034
shares
|
$207,652
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,025
shares
|
$207,281
0.0% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
5,024
shares
|
$207,240
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
4,940
shares
|
$203,775
0.04% of portfolio
|
Q2 2025
Reduced 86.92%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,928
shares
|
$203,280
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
4,849
shares
|
$200,021
0.09% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,750
shares
|
$195,937
0.01% of portfolio
|
Q1 2025
Added 51.61%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,730
shares
|
$195,112
0.01% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,722
shares
|
$194,782
0.01% of portfolio
|
Q2 2025
Reduced 29.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,563
shares
|
$188,223
0.02% of portfolio
|
Q2 2025
Reduced 61.9%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,508
shares
|
$185,955
0.07% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
4,444
shares
|
$183,315
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,418
shares
|
$182,242
0.01% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$166,856
0.0% of portfolio
|
Q2 2025
Added 108.72%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,930
shares
|
$162,112
0.0% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,829
shares
|
$157,946
0.06% of portfolio
|
Q1 2023
Added 29.97%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
3,824
shares
|
$157,740
0.03% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,556
shares
|
$146,685
0.01% of portfolio
|
Q1 2025
Added 35.83%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,478
shares
|
$143,467
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3,414
shares
|
$140,827
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,202
shares
|
$132,082
0.01% of portfolio
|
Q2 2025
Reduced 48.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,089
shares
|
$127,421
0.0% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
3,012
shares
|
$124,245
0.02% of portfolio
|
Q1 2025
Reduced 4.74%
|