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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
13,065
shares
|
$535,011
0.01% of portfolio
|
Q4 2025
Added 43.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,052
shares
|
$534,479
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
12,906
shares
|
$528,500
0.05% of portfolio
|
Q3 2025
Reduced 30.6%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
12,877
shares
|
$527,313
0.36% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
12,874
shares
|
$527,190
0.04% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
12,863
shares
|
$526,739
0.06% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
12,768
shares
|
$522,849
0.12% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
12,672
shares
|
$518,918
0.13% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,617
shares
|
$516,666
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
12,561
shares
|
$514,372
0.19% of portfolio
|
Q3 2025
Added 132.4%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
12,514
shares
|
$512,448
0.0% of portfolio
|
Q3 2025
Reduced 18.3%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
12,428
shares
|
$508,926
0.22% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
12,275
shares
|
$502,661
0.04% of portfolio
|
Q4 2025
Added 74.88%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
12,266
shares
|
$502,292
0.15% of portfolio
|
Q3 2025
Reduced 58.24%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
12,242
shares
|
$501,309
0.01% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
12,216
shares
|
$500,245
0.28% of portfolio
|
Q3 2025
Added 31.2%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
12,119
shares
|
$496,273
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
12,050
shares
|
$493,447
0.06% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
12,010
shares
|
$491,809
0.05% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,923
shares
|
$488,246
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
11,893
shares
|
$487,018
0.44% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
11,875
shares
|
$486,281
0.0% of portfolio
|
Q3 2025
Reduced 96.5%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
11,846
shares
|
$485,093
0.07% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,541
shares
|
$472,603
0.03% of portfolio
|
Q3 2025
Added 18.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
11,511
shares
|
$471,375
0.02% of portfolio
|
Q3 2025
Reduced 20.92%
|
|