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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
8,596
shares
|
$352,006
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
8,581
shares
|
$351,391
0.01% of portfolio
|
Q4 2025
Added 12.23%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,522
shares
|
$348,975
0.22% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
8,461
shares
|
$346,477
0.0% of portfolio
|
Q4 2025
Reduced 4.78%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,448
shares
|
$345,945
0.17% of portfolio
|
Q3 2025
Reduced 22.94%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
8,411
shares
|
$344,430
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,333
shares
|
$341,236
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
8,279
shares
|
$339,025
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
8,267
shares
|
$338,533
0.03% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,258
shares
|
$338,165
0.01% of portfolio
|
Q3 2025
Added 40.37%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jan 26, 2026 Q4 2025 |
8,190
shares
|
$335,380
0.16% of portfolio
|
Q4 2025
Added 15.43%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
8,189
shares
|
$335,339
0.06% of portfolio
|
Q3 2025
Added 27.24%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
7,982
shares
|
$326,862
0.03% of portfolio
|
Q4 2025
Reduced 38.15%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,933
shares
|
$324,856
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,899
shares
|
$323,464
0.03% of portfolio
|
Q4 2022
Added 23.77%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
7,899
shares
|
$323,464
0.13% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
7,851
shares
|
$321,498
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
7,846
shares
|
$321,293
0.03% of portfolio
|
Q4 2024
Reduced 41.29%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 28, 2026 Q4 2025 |
7,836
shares
|
$320,884
0.13% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
7,833
shares
|
$320,761
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
7,827
shares
|
$320,515
0.02% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$315,683
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
7,691
shares
|
$314,946
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
7,675
shares
|
$314,291
0.01% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$313,758
0.01% of portfolio
|
Q3 2022
New holding
|
|