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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,915
shares
|
$406,019
0.01% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
9,823
shares
|
$402,251
0.05% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
9,711
shares
|
$397,665
0.09% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
9,701
shares
|
$397,255
0.17% of portfolio
|
Q3 2025
Reduced 90.6%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
9,620
shares
|
$393,939
0.09% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
9,612
shares
|
$393,611
0.19% of portfolio
|
Q4 2025
Added 11.16%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
9,552
shares
|
$391,154
0.2% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
9,468
shares
|
$387,714
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
9,464
shares
|
$387,550
0.0% of portfolio
|
Q3 2025
Added 53.39%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
9,451
shares
|
$387,018
0.12% of portfolio
|
Q3 2023
Added 1.49%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
9,426
shares
|
$385,994
0.02% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
9,381
shares
|
$384,151
0.25% of portfolio
|
Q3 2025
Added 60.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,353
shares
|
$383,005
0.01% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
9,318
shares
|
$381,572
0.26% of portfolio
|
Q4 2025
Added 2.2%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
9,299
shares
|
$380,794
0.05% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
9,091
shares
|
$372,276
0.06% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
9,044
shares
|
$370,351
0.31% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
9,019
shares
|
$369,328
0.0% of portfolio
|
Q3 2025
Added 73.91%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,927
shares
|
$365,560
0.04% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
8,922
shares
|
$365,355
0.03% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,886
shares
|
$363,881
0.0% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,815
shares
|
$360,974
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,815
shares
|
$360,974
0.07% of portfolio
|
Q4 2022
Reduced 12.12%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
8,807
shares
|
$360,646
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,707
shares
|
$356,551
0.05% of portfolio
|
Q2 2022
Reduced 6.21%
|
|