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 |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
71,209
shares
|
$2.94 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
70,905
shares
|
$2.92 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
68,478
shares
|
$2.82 Million
1.6% of portfolio
|
Q1 2025
Reduced 97.61%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
66,051
shares
|
$2.72 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
65,859
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2023
Added 26.13%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
65,205
shares
|
$2.69 Million
0.29% of portfolio
|
Q2 2025
Reduced 49.4%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
64,663
shares
|
$2.67 Million
1.49% of portfolio
|
Q2 2025
Added 79.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
64,412
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
63,617
shares
|
$2.62 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
62,769
shares
|
$2.59 Million
0.81% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,461
shares
|
$2.58 Million
1.05% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
62,168
shares
|
$2.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 47.02%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
61,249
shares
|
$2.53 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
61,111
shares
|
$2.52 Million
1.08% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
61,068
shares
|
$2.52 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
60,687
shares
|
$2.5 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
60,621
shares
|
$2.5 Million
0.06% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
60,013
shares
|
$2.48 Million
0.24% of portfolio
|
Q4 2023
Added 25.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
59,949
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
59,705
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
59,391
shares
|
$2.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
58,813
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
58,228
shares
|
$2.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
57,852
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
57,278
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 28.8%
|