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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
46
shares
|
$1,897
0.0% of portfolio
|
Q2 2025
Added 39.39%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
45
shares
|
$1,856
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
44
shares
|
$1,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$1,773
0.0% of portfolio
|
Q1 2022
Reduced 34.85%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
41
shares
|
$1,691
0.0% of portfolio
|
Q1 2025
Reduced 98.72%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
41
shares
|
$1,691
0.0% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
41
shares
|
$1,691
0.0% of portfolio
|
Q1 2023
Reduced 34.92%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
41
shares
|
$1,691
0.0% of portfolio
|
Q1 2025
Reduced 51.76%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
39
shares
|
$1,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$1,526
0.0% of portfolio
|
Q2 2023
Added 1054.05%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
36
shares
|
$1,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
36
shares
|
$1,485
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
35
shares
|
$1,443
0.0% of portfolio
|
Q2 2025
Added 483.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
34
shares
|
$1,402
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
32
shares
|
$1,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29
shares
|
$1,196
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
24
shares
|
$990
0.0% of portfolio
|
Q2 2025
Reduced 70.73%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
18
shares
|
$742
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
16
shares
|
$660
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
15
shares
|
$618
0.0% of portfolio
|
Q3 2019
Reduced 64.29%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
14
shares
|
$577
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
11
shares
|
$453
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
8
shares
|
$330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
6
shares
|
$247
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|