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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
56,349
shares
|
$2.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
56,115
shares
|
$2.31 Million
0.14% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
55,116
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
54,660
shares
|
$2.25 Million
0.47% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
54,583
shares
|
$2.25 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
54,506
shares
|
$2.25 Million
0.31% of portfolio
|
Q2 2025
Added 33.21%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
53,810
shares
|
$2.22 Million
1.13% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
53,391
shares
|
$2.2 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
53,166
shares
|
$2.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
52,939
shares
|
$2.18 Million
0.04% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
52,329
shares
|
$2.16 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
51,331
shares
|
$2.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.92%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
50,741
shares
|
$2.09 Million
0.04% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
50,453
shares
|
$2.08 Million
1.45% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
50,432
shares
|
$2.08 Million
1.14% of portfolio
|
Q2 2025
Added 98.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
50,316
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
50,071
shares
|
$2.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 74.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
50,066
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 59.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
50,007
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2025
Added 24.48%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
49,281
shares
|
$2.03 Million
0.48% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
48,155
shares
|
$1.99 Million
0.28% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
47,791
shares
|
$1.97 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
46,741
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
46,631
shares
|
$1.92 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
46,461
shares
|
$1.92 Million
0.69% of portfolio
|
Q1 2025
Added 11.25%
|