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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
115,180
shares
|
$4.75 Million
0.16% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
114,955
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2025
Added 258.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
114,231
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.93%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
113,668
shares
|
$4.69 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
112,080
shares
|
$4.62 Million
0.31% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
111,891
shares
|
$4.62 Million
3.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
111,809
shares
|
$4.61 Million
0.03% of portfolio
|
Q2 2025
Added 73.79%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
111,297
shares
|
$4.59 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
110,840
shares
|
$4.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
108,226
shares
|
$4.46 Million
1.8% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
104,758
shares
|
$4.32 Million
1.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
103,262
shares
|
$4.26 Million
0.75% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
103,187
shares
|
$4.26 Million
1.96% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
103,098
shares
|
$4.25 Million
0.16% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,060
shares
|
$4.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
102,602
shares
|
$4.23 Million
1.7% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
101,345
shares
|
$4.18 Million
1.21% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
100,541
shares
|
$4.15 Million
0.56% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
100,260
shares
|
$4.14 Million
1.09% of portfolio
|
Q2 2025
Added 100.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
98,963
shares
|
$4.08 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
98,772
shares
|
$4.07 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
98,337
shares
|
$4.06 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
96,696
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2025
Added 136.42%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
93,856
shares
|
$3.87 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
93,792
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|