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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
110
shares
|
$4,504
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$4,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
100
shares
|
$4,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,095
0.0% of portfolio
|
Q1 2023
Reduced 80.2%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
98
shares
|
$4,013
0.0% of portfolio
|
Q2 2024
Reduced 77.0%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
96
shares
|
$3,931
0.0% of portfolio
|
Q2 2023
Reduced 79.13%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
93
shares
|
$3,808
0.0% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
91
shares
|
$3,726
0.0% of portfolio
|
Q2 2025
Added 167.65%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
91
shares
|
$3,726
0.0% of portfolio
|
Q2 2023
Reduced 41.29%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
89
shares
|
$3,644
0.0% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
87
shares
|
$3,562
0.0% of portfolio
|
Q3 2025
Added 33.85%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
87
shares
|
$3,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
86
shares
|
$3,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
83
shares
|
$3,398
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
82
shares
|
$3,357
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
80
shares
|
$3,276
0.0% of portfolio
|
Q4 2025
Reduced 10.11%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
79
shares
|
$3,235
0.0% of portfolio
|
Q2 2023
Reduced 98.26%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
75
shares
|
$3,071
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
69
shares
|
$2,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
67
shares
|
$2,743
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
67
shares
|
$2,743
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65
shares
|
$2,661
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
62
shares
|
$2,538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
59
shares
|
$2,416
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
58
shares
|
$2,375
0.0% of portfolio
|
Q3 2025
New holding
|
|