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 839 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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
150,807
shares
|
$6.18 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
149,808
shares
|
$6.13 Million
0.01% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
147,702
shares
|
$6.05 Million
1.32% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
147,689
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
145,771
shares
|
$5.97 Million
2.23% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
141,919
shares
|
$5.81 Million
0.03% of portfolio
|
Q2 2023
Reduced 45.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
140,249
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
138,385
shares
|
$5.67 Million
1.39% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
138,385
shares
|
$5.67 Million
1.17% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
136,578
shares
|
$5.59 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
130,905
shares
|
$5.36 Million
1.21% of portfolio
|
Q4 2025
Reduced 73.33%
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
127,636
shares
|
$5.23 Million
4.95% of portfolio
|
Q4 2025
Added 5.92%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
125,794
shares
|
$5.15 Million
0.29% of portfolio
|
Q3 2025
Added 124.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
124,466
shares
|
$5.1 Million
0.29% of portfolio
|
Q4 2025
Reduced 6.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
123,181
shares
|
$5.04 Million
0.13% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
122,762
shares
|
$5.03 Million
2.35% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
119,244
shares
|
$4.88 Million
3.34% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
118,646
shares
|
$4.86 Million
0.14% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
118,195
shares
|
$4.84 Million
0.16% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
117,922
shares
|
$4.83 Million
0.06% of portfolio
|
Q4 2025
Added 19.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
117,314
shares
|
$4.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
116,581
shares
|
$4.77 Million
1.29% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
115,395
shares
|
$4.73 Million
1.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
113,676
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
112,807
shares
|
$4.62 Million
0.31% of portfolio
|
Q4 2025
Added 1.7%
|
|