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 |
|---|---|---|---|---|---|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
342
shares
|
$14,107
0.01% of portfolio
|
Q1 2023
Reduced 67.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
335
shares
|
$13,818
0.0% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
330
shares
|
$13,612
0.01% of portfolio
|
Q2 2025
Added 312.5%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
326
shares
|
$13,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
300
shares
|
$12,375
0.0% of portfolio
|
Q2 2025
Reduced 20.42%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
300
shares
|
$12,375
0.0% of portfolio
|
Q3 2023
Reduced 36.84%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
283
shares
|
$11,673
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
279
shares
|
$11,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
278
shares
|
$11,467
0.0% of portfolio
|
Q1 2023
Reduced 26.46%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
268
shares
|
$11,055
0.0% of portfolio
|
Q2 2025
Added 22.37%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
265
shares
|
$10,931
0.01% of portfolio
|
Q3 2024
Reduced 48.34%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
257
shares
|
$10,601
0.01% of portfolio
|
Q1 2025
Reduced 97.8%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
237
shares
|
$9,776
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
235
shares
|
$9,693
0.0% of portfolio
|
Q4 2022
Added 1.29%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
232
shares
|
$9,570
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
222
shares
|
$9,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
218
shares
|
$8,992
0.01% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
217
shares
|
$8,951
0.01% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
215
shares
|
$8,868
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
215
shares
|
$8,868
0.0% of portfolio
|
Q2 2024
Added 46.26%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
211
shares
|
$8,703
0.0% of portfolio
|
Q2 2025
Reduced 82.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
206
shares
|
$8,497
0.0% of portfolio
|
Q2 2025
Reduced 82.92%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
206
shares
|
$8,497
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
195
shares
|
$8,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
182
shares
|
$7,507
0.02% of portfolio
|
Q2 2022
New holding
|