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 844 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 $6.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
16,181
shares
|
$662,611
0.37% of portfolio
|
Q4 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
16,099
shares
|
$659,254
0.04% of portfolio
|
Q3 2025
Added 38.38%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
16,000
shares
|
$655,200
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
15,663
shares
|
$641,399
0.16% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
15,492
shares
|
$634,397
0.09% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
15,373
shares
|
$629,524
0.28% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,210
shares
|
$622,849
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
15,177
shares
|
$621,498
0.01% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
15,082
shares
|
$617,607
0.02% of portfolio
|
Q4 2025
Reduced 3.27%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
14,984
shares
|
$613,594
0.17% of portfolio
|
Q3 2025
Added 65.59%
|
|
|
Valmark Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
14,977
shares
|
$613,308
0.01% of portfolio
|
Q4 2025
Reduced 4.26%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
14,933
shares
|
$611,506
0.02% of portfolio
|
Q3 2025
Reduced 31.62%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
14,924
shares
|
$611,137
0.02% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Cornerstone National Bank & Trust CO
Palatine, IL |
Jan 28, 2026 Q3 2025 |
14,851
shares
|
$608,148
0.26% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,819
shares
|
$606,838
0.01% of portfolio
|
Q4 2023
Reduced 59.02%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jan 28, 2026 Q4 2025 |
14,787
shares
|
$605,527
0.16% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Blb&B Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
14,656
shares
|
$600,163
0.03% of portfolio
|
Q4 2025
Added 55.48%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
14,010
shares
|
$573,709
0.04% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
13,787
shares
|
$564,577
0.02% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
13,687
shares
|
$560,482
0.04% of portfolio
|
Q3 2025
Added 177.74%
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
13,645
shares
|
$558,762
0.01% of portfolio
|
Q4 2025
Reduced 10.55%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,571
shares
|
$555,732
0.0% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,500
shares
|
$552,825
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
13,397
shares
|
$548,607
0.0% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 20, 2026 Q4 2025 |
13,203
shares
|
$540,662
0.2% of portfolio
|
Q4 2025
Reduced 3.44%
|
|