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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,456
shares
|
$60,060
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
1,437
shares
|
$59,276
0.05% of portfolio
|
Q2 2025
Reduced 98.64%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
1,314
shares
|
$54,202
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,228
shares
|
$50,655
0.01% of portfolio
|
Q1 2025
Added 307.97%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,109
shares
|
$45,746
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,094
shares
|
$45,127
0.0% of portfolio
|
Q2 2025
Reduced 99.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,042
shares
|
$42,982
0.0% of portfolio
|
Q2 2025
Reduced 43.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,038
shares
|
$42,817
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
983
shares
|
$40,548
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
963
shares
|
$39,723
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
933
shares
|
$38,486
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
908
shares
|
$37,455
0.0% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
820
shares
|
$33,825
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
816
shares
|
$33,660
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
800
shares
|
$33,000
0.02% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
787
shares
|
$32,463
0.03% of portfolio
|
Q1 2023
Added 171.38%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
735
shares
|
$30,318
0.0% of portfolio
|
Q2 2022
Added 3575.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
732
shares
|
$30,195
0.01% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
718
shares
|
$29,617
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
703
shares
|
$28,998
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
695
shares
|
$28,668
0.03% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
677
shares
|
$27,926
0.0% of portfolio
|
Q1 2025
Added 298.24%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
670
shares
|
$27,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
663
shares
|
$27,348
0.02% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
657
shares
|
$27,101
0.01% of portfolio
|
Q2 2025
Reduced 79.83%
|