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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
19,975
shares
|
$817,976
0.01% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
19,817
shares
|
$811,506
0.28% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
19,512
shares
|
$799,016
0.09% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
19,492
shares
|
$798,197
0.0% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
19,463
shares
|
$797,009
0.19% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
19,410
shares
|
$794,839
0.09% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
19,192
shares
|
$785,912
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
19,185
shares
|
$785,625
0.05% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
19,136
shares
|
$783,619
0.7% of portfolio
|
Q3 2025
Added 7345.91%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
19,128
shares
|
$783,291
0.08% of portfolio
|
Q3 2025
Added 32.53%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
19,067
shares
|
$780,793
0.88% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
19,036
shares
|
$779,524
0.13% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
18,963
shares
|
$776,534
0.02% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
18,928
shares
|
$775,101
0.1% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,807
shares
|
$770,146
0.68% of portfolio
|
Q4 2022
Reduced 13.88%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
18,747
shares
|
$767,689
0.24% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,567
shares
|
$760,318
0.06% of portfolio
|
Q4 2023
Added 214.59%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
18,498
shares
|
$757,493
0.4% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
18,467
shares
|
$756,223
0.3% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
18,213
shares
|
$745,822
0.08% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
18,152
shares
|
$743,324
0.09% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
17,922
shares
|
$733,905
0.05% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
17,808
shares
|
$729,237
0.11% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
17,772
shares
|
$727,763
0.03% of portfolio
|
Q3 2025
Added 118.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
17,771
shares
|
$727,722
0.02% of portfolio
|
Q3 2025
Reduced 16.53%
|
|