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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,416
shares
|
$221,785
0.01% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
5,388
shares
|
$220,638
0.04% of portfolio
|
Q3 2025
Reduced 22.28%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
5,385
shares
|
$220,515
0.01% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
5,376
shares
|
$220,147
0.02% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
5,373
shares
|
$220,024
0.07% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
5,356
shares
|
$219,328
0.0% of portfolio
|
Q2 2025
Reduced 77.65%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,320
shares
|
$217,854
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
5,295
shares
|
$216,830
0.05% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
5,233
shares
|
$214,291
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
5,223
shares
|
$213,881
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
5,221
shares
|
$213,799
0.07% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,202
shares
|
$213,021
0.0% of portfolio
|
Q3 2025
Reduced 48.15%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
5,144
shares
|
$210,646
0.05% of portfolio
|
Q4 2025
Added 6.83%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,132
shares
|
$210,155
0.01% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,132
shares
|
$210,155
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
5,046
shares
|
$206,633
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
5,034
shares
|
$206,142
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,023
shares
|
$205,691
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,010
shares
|
$205,159
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,979
shares
|
$203,890
0.01% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,973
shares
|
$203,644
0.0% of portfolio
|
Q3 2025
Reduced 55.82%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,934
shares
|
$202,047
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
4,934
shares
|
$202,047
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,932
shares
|
$201,965
0.02% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,788
shares
|
$196,068
0.06% of portfolio
|
Q3 2025
New holding
|
|