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 Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,285
shares
|
$52,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,244
shares
|
$50,941
0.0% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,181
shares
|
$48,361
0.01% of portfolio
|
Q3 2025
Reduced 38.2%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,109
shares
|
$45,413
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,020
shares
|
$41,769
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
984
shares
|
$40,294
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
969
shares
|
$39,680
0.04% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
913
shares
|
$37,387
0.0% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
889
shares
|
$36,404
0.0% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
849
shares
|
$34,766
0.0% of portfolio
|
Q3 2025
Reduced 48.39%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
821
shares
|
$33,619
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
820
shares
|
$33,579
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
787
shares
|
$32,227
0.03% of portfolio
|
Q1 2023
Added 171.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
783
shares
|
$32,063
0.0% of portfolio
|
Q3 2025
Added 280.1%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
756
shares
|
$30,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
735
shares
|
$30,098
0.0% of portfolio
|
Q2 2022
Added 3575.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
735
shares
|
$30,098
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
732
shares
|
$29,975
0.01% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
725
shares
|
$29,688
0.0% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
718
shares
|
$29,402
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
715
shares
|
$29,279
0.02% of portfolio
|
Q4 2025
Added 6.72%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
677
shares
|
$27,723
0.0% of portfolio
|
Q1 2025
Added 298.24%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
670
shares
|
$27,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
648
shares
|
$26,535
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
636
shares
|
$26,044
0.0% of portfolio
|
Q2 2025
Reduced 84.93%
|
|