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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
171
shares
|
$7,053
0.0% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
169
shares
|
$6,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
156
shares
|
$6,435
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
155
shares
|
$6,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
154
shares
|
$6,352
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
147
shares
|
$6,063
0.0% of portfolio
|
Q2 2025
Reduced 28.64%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
146
shares
|
$6,022
0.0% of portfolio
|
Q4 2024
Reduced 96.48%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$6,022
0.0% of portfolio
|
Q2 2023
Added 5.04%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
145
shares
|
$5,981
0.0% of portfolio
|
Q1 2024
Reduced 97.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
143
shares
|
$5,898
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
140
shares
|
$5,775
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
139
shares
|
$5,733
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
136
shares
|
$5,610
0.0% of portfolio
|
Q3 2024
Reduced 58.66%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$5,527
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
125
shares
|
$5,156
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
125
shares
|
$5,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
124
shares
|
$5,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
121
shares
|
$4,991
0.0% of portfolio
|
Q2 2024
Reduced 53.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$4,785
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
114
shares
|
$4,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
110
shares
|
$4,537
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
110
shares
|
$4,537
0.0% of portfolio
|
Q1 2025
Reduced 88.54%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
110
shares
|
$4,537
0.0% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,125
0.0% of portfolio
|
Q1 2023
Reduced 80.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
100
shares
|
$4,125
0.0% of portfolio
|
Q2 2025
Reduced 97.12%
|