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 842 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 $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
945,399
shares
|
$38.7 Million
0.4% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
883,974
shares
|
$36.2 Million
0.57% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
845,684
shares
|
$34.6 Million
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
776,387
shares
|
$31.8 Million
0.05% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
774,438
shares
|
$31.7 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
686,448
shares
|
$28.1 Million
2.58% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
676,601
shares
|
$27.7 Million
1.31% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
659,700
shares
|
$27 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
659,000
shares
|
$27 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
613,975
shares
|
$25.1 Million
0.04% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
586,397
shares
|
$24 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
584,048
shares
|
$23.9 Million
0.64% of portfolio
|
Q2 2025
Reduced 95.63%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
567,967
shares
|
$23.3 Million
0.35% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
517,648
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
495,903
shares
|
$20.3 Million
0.73% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
491,308
shares
|
$20.1 Million
1.62% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
491,225
shares
|
$20.1 Million
0.17% of portfolio
|
Q2 2022
Added 171.53%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
490,922
shares
|
$20.1 Million
4.76% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
484,706
shares
|
$19.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
463,117
shares
|
$19 Million
1.57% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
457,620
shares
|
$18.7 Million
0.09% of portfolio
|
Q3 2025
Added 58.46%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
453,918
shares
|
$18.6 Million
0.06% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
451,508
shares
|
$18.5 Million
3.33% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
394,114
shares
|
$16.1 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
393,529
shares
|
$16.1 Million
0.23% of portfolio
|
Q3 2025
Added 0.18%
|
|