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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$315,683
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
7,691
shares
|
$314,946
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$313,758
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
7,537
shares
|
$308,640
0.1% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
7,490
shares
|
$306,715
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
7,485
shares
|
$306,510
0.01% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
7,384
shares
|
$302,374
0.03% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,308
shares
|
$299,262
0.0% of portfolio
|
Q3 2025
Reduced 30.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,264
shares
|
$297,460
0.01% of portfolio
|
Q2 2020
Reduced 1.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
7,239
shares
|
$296,437
0.0% of portfolio
|
Q3 2025
Added 35.89%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jan 14, 2026 Q4 2025 |
7,115
shares
|
$291,359
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
7,108
shares
|
$291,072
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
7,103
shares
|
$290,867
0.07% of portfolio
|
Q4 2025
Added 106.3%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
7,095
shares
|
$290,540
0.15% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
7,051
shares
|
$288,738
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,024
shares
|
$287,632
0.03% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
6,929
shares
|
$283,742
0.14% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
6,852
shares
|
$280,589
0.01% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,828
shares
|
$279,606
0.03% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,819
shares
|
$279,238
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
6,800
shares
|
$278,460
0.02% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
6,797
shares
|
$278,337
0.01% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
6,780
shares
|
$277,641
0.06% of portfolio
|
Q2 2025
Reduced 96.82%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
6,719
shares
|
$275,143
0.07% of portfolio
|
Q3 2025
Reduced 27.34%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
6,707
shares
|
$274,651
0.02% of portfolio
|
Q3 2025
Reduced 1.05%
|
|