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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
648
shares
|
$26,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
636
shares
|
$26,235
0.0% of portfolio
|
Q2 2025
Reduced 84.93%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
625
shares
|
$25,781
0.0% of portfolio
|
Q2 2023
Reduced 62.01%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
617
shares
|
$25,451
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$24,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
598
shares
|
$24,667
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
554
shares
|
$22,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
544
shares
|
$22,440
0.0% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
537
shares
|
$22,151
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
534
shares
|
$22,027
0.01% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
533
shares
|
$21,986
0.0% of portfolio
|
Q2 2025
Reduced 65.23%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
525
shares
|
$21,656
0.01% of portfolio
|
Q4 2024
Reduced 46.15%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$20,625
0.01% of portfolio
|
Q1 2025
Reduced 87.68%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
455
shares
|
$18,768
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
428
shares
|
$17,655
0.0% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
416
shares
|
$17,160
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
398
shares
|
$16,417
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
397
shares
|
$16,376
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
397
shares
|
$16,376
0.0% of portfolio
|
Q1 2025
Added 32.78%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
397
shares
|
$16,376
0.0% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
390
shares
|
$16,087
0.0% of portfolio
|
Q2 2025
Added 182.61%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
386
shares
|
$15,922
0.0% of portfolio
|
Q4 2022
Added 56.91%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
371
shares
|
$15,303
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
364
shares
|
$15,015
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
353
shares
|
$14,561
0.0% of portfolio
|
Q4 2024
New holding
|