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 |
|---|---|---|---|---|---|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Jan 28, 2026 Q4 2025 |
11,436
shares
|
$468,304
0.2% of portfolio
|
Q4 2025
Reduced 7.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
11,400
shares
|
$466,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,385
shares
|
$466,215
0.07% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
M&T Bank Corp
|
Jan 28, 2026 Q4 2025 |
11,380
shares
|
$466,011
0.0% of portfolio
|
Q4 2025
Reduced 83.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,247
shares
|
$460,564
0.02% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,232
shares
|
$459,950
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
11,226
shares
|
$459,704
0.13% of portfolio
|
Q4 2025
Added 21.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
11,216
shares
|
$459,295
0.0% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11,215
shares
|
$459,254
0.34% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
11,124
shares
|
$455,527
0.15% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
11,028
shares
|
$451,596
0.0% of portfolio
|
Q3 2025
Added 69.27%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Jan 28, 2026 Q4 2025 |
10,967
shares
|
$449,098
0.1% of portfolio
|
Q4 2025
Reduced 1.77%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,908
shares
|
$446,682
0.03% of portfolio
|
Q3 2023
Added 0.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,880
shares
|
$445,536
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,776
shares
|
$441,277
0.13% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
10,758
shares
|
$440,540
0.13% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
10,728
shares
|
$439,311
0.95% of portfolio
|
Q3 2022
Reduced 22.84%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
10,558
shares
|
$432,350
0.04% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
10,500
shares
|
$429,975
0.0% of portfolio
|
Q3 2025
Reduced 48.98%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
10,266
shares
|
$420,392
0.08% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
10,210
shares
|
$418,099
0.39% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
10,126
shares
|
$414,659
0.02% of portfolio
|
Q4 2025
Added 67.45%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
10,035
shares
|
$410,933
0.19% of portfolio
|
Q3 2025
Reduced 22.57%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,025
shares
|
$410,523
0.04% of portfolio
|
Q4 2022
Added 21.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
9,987
shares
|
$408,967
0.01% of portfolio
|
Q3 2025
Added 223.31%
|
|