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 |
|---|---|---|---|---|---|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
15,803
shares
|
$647,132
0.44% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
15,663
shares
|
$641,399
0.16% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
15,643
shares
|
$640,580
0.01% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
15,492
shares
|
$634,397
0.09% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
15,373
shares
|
$629,524
0.28% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
15,255
shares
|
$624,692
0.01% of portfolio
|
Q3 2025
Reduced 19.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,210
shares
|
$622,849
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
15,177
shares
|
$621,498
0.01% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
15,082
shares
|
$617,607
0.02% of portfolio
|
Q4 2025
Reduced 3.27%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
14,984
shares
|
$613,594
0.17% of portfolio
|
Q3 2025
Added 65.59%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
14,933
shares
|
$611,506
0.02% of portfolio
|
Q3 2025
Reduced 31.62%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
14,924
shares
|
$611,137
0.02% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,819
shares
|
$606,838
0.01% of portfolio
|
Q4 2023
Reduced 59.02%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
14,712
shares
|
$602,456
0.17% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,539
shares
|
$595,372
0.04% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
14,010
shares
|
$573,709
0.04% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
13,874
shares
|
$568,140
0.16% of portfolio
|
Q3 2025
Reduced 90.91%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
13,787
shares
|
$564,577
0.02% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
13,687
shares
|
$560,482
0.04% of portfolio
|
Q3 2025
Added 177.74%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
13,673
shares
|
$559,909
0.21% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,571
shares
|
$555,732
0.0% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,500
shares
|
$552,825
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
13,397
shares
|
$548,607
0.0% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
13,143
shares
|
$538,205
0.35% of portfolio
|
Q3 2025
Added 89.96%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,134
shares
|
$537,837
0.01% of portfolio
|
Q3 2025
New holding
|
|