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 847 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $6.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,627
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2023
Reduced 5.36%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
25,408
shares
|
$1.04 Million
0.45% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
25,294
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
25,026
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
24,909
shares
|
$1.02 Million
0.74% of portfolio
|
Q4 2025
Added 2.52%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
24,778
shares
|
$1.01 Million
0.36% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
24,598
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
24,183
shares
|
$990,293
0.05% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Bcs Wealth Management
|
Jan 23, 2026 Q4 2025 |
23,932
shares
|
$980,015
0.11% of portfolio
|
Q4 2025
Added 88.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
23,841
shares
|
$976,288
0.03% of portfolio
|
Q4 2025
Added 7.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
23,667
shares
|
$969,163
0.03% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
23,665
shares
|
$969,081
0.08% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
23,396
shares
|
$958,066
0.03% of portfolio
|
Q3 2025
Added 29.8%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
23,111
shares
|
$946,395
0.62% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
22,960
shares
|
$940,212
0.51% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
22,782
shares
|
$932,922
0.07% of portfolio
|
Q3 2025
Added 55.22%
|
|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
21,917
shares
|
$897,501
0.42% of portfolio
|
Q4 2025
Added 18.48%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
21,852
shares
|
$894,839
0.77% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
21,787
shares
|
$892,177
0.19% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21,588
shares
|
$884,028
0.1% of portfolio
|
Q2 2024
Added 15.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
21,489
shares
|
$879,974
0.03% of portfolio
|
Q4 2025
Reduced 5.04%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jan 29, 2026 Q4 2025 |
20,978
shares
|
$859,049
0.02% of portfolio
|
Q4 2025
Added 10.63%
|
|
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
Jan 28, 2026 Q4 2025 |
20,965
shares
|
$858,516
0.63% of portfolio
|
Q4 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,695
shares
|
$847,460
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
20,591
shares
|
$843,201
0.11% of portfolio
|
Q4 2025
Added 1.16%
|
|