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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
235,455
shares
|
$9.71 Million
0.08% of portfolio
|
Q2 2025
Added 35.78%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
234,787
shares
|
$9.68 Million
1.05% of portfolio
|
Q2 2025
Added 82.63%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
223,403
shares
|
$9.22 Million
0.54% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
207,962
shares
|
$8.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
207,864
shares
|
$8.57 Million
1.29% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
206,283
shares
|
$8.51 Million
0.6% of portfolio
|
Q2 2025
Reduced 37.96%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
206,002
shares
|
$8.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
199,906
shares
|
$8.25 Million
0.88% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
198,513
shares
|
$8.19 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
196,846
shares
|
$8.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
194,238
shares
|
$8.01 Million
0.02% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
190,939
shares
|
$7.88 Million
0.0% of portfolio
|
Q2 2025
Added 28.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
185,264
shares
|
$7.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
181,593
shares
|
$7.49 Million
3.3% of portfolio
|
Q2 2025
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
180,060
shares
|
$7.43 Million
1.65% of portfolio
|
Q1 2025
Added 34.25%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
180,060
shares
|
$7.43 Million
1.47% of portfolio
|
Q1 2025
Added 34.25%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
177,005
shares
|
$7.3 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
176,977
shares
|
$7.3 Million
1.33% of portfolio
|
Q2 2025
Reduced 32.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
173,003
shares
|
$7.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
171,293
shares
|
$7.07 Million
0.04% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
171,121
shares
|
$7.06 Million
1.14% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
168,702
shares
|
$6.96 Million
3.59% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
167,249
shares
|
$6.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
167,103
shares
|
$6.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 45.84%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
165,167
shares
|
$6.81 Million
0.09% of portfolio
|
Q2 2025
New holding
|