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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,893
shares
|
$119,336
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,725
shares
|
$112,406
0.0% of portfolio
|
Q1 2025
Added 735.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,438
shares
|
$100,567
0.0% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,351
shares
|
$96,978
0.04% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,343
shares
|
$96,648
0.07% of portfolio
|
Q3 2024
Added 69.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,310
shares
|
$95,287
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,130
shares
|
$87,862
0.01% of portfolio
|
Q1 2025
Added 23.12%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,105
shares
|
$86,831
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,089
shares
|
$86,171
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,049
shares
|
$84,521
0.0% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,048
shares
|
$84,480
0.01% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,029
shares
|
$83,696
0.0% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
2,007
shares
|
$82,788
0.04% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,914
shares
|
$78,952
0.01% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,911
shares
|
$78,828
0.01% of portfolio
|
Q2 2025
Added 61.81%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,910
shares
|
$78,787
0.0% of portfolio
|
Q2 2024
Reduced 99.58%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,822
shares
|
$75,157
0.01% of portfolio
|
Q2 2025
Reduced 49.35%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,760
shares
|
$72,600
0.03% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,750
shares
|
$72,187
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,735
shares
|
$71,568
0.0% of portfolio
|
Q2 2025
Added 52.86%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,650
shares
|
$68,062
0.01% of portfolio
|
Q2 2025
Added 1000.0%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,645
shares
|
$67,856
0.01% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,634
shares
|
$67,402
0.0% of portfolio
|
Q2 2025
Added 1156.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,588
shares
|
$65,505
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,482
shares
|
$61,132
0.0% of portfolio
|
Q2 2025
Added 538.79%
|