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 837 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
30,137
shares
|
$1.23 Million
0.5% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
30,114
shares
|
$1.23 Million
0.55% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
29,297
shares
|
$1.2 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
28,529
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
28,472
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
28,314
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
28,121
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,933
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2022
Reduced 13.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
27,661
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
27,373
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2023
Reduced 20.3%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
27,163
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
26,919
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 66.85%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
26,838
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 66.77%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
26,799
shares
|
$1.1 Million
0.45% of portfolio
|
Q4 2025
Added 8.16%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
26,742
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 112.98%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
26,569
shares
|
$1.09 Million
1.53% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
26,286
shares
|
$1.08 Million
0.52% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
26,150
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
25,979
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
25,948
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2023
Added 130.28%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
25,894
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
25,808
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,627
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2023
Reduced 5.36%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
25,408
shares
|
$1.04 Million
0.45% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
25,294
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.16%
|
|