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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,602
shares
|
$270,351
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Jan 26, 2026 Q4 2025 |
6,601
shares
|
$270,310
0.08% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
6,600
shares
|
$270,270
0.1% of portfolio
|
Q3 2025
Reduced 85.79%
|
|
|
Plimoth Trust CO LLC
|
Jan 27, 2026 Q4 2025 |
6,590
shares
|
$269,860
0.06% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
6,583
shares
|
$269,573
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
6,560
shares
|
$268,632
0.06% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
6,504
shares
|
$266,338
0.01% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
6,502
shares
|
$266,256
0.02% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
6,487
shares
|
$265,642
0.09% of portfolio
|
Q4 2025
Reduced 48.36%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,480
shares
|
$265,356
0.01% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,442
shares
|
$263,799
0.03% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
6,428
shares
|
$263,226
0.05% of portfolio
|
Q4 2025
Added 30.28%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$262,080
0.05% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
6,393
shares
|
$261,793
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
6,364
shares
|
$260,605
0.08% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
6,315
shares
|
$258,599
0.1% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
6,279
shares
|
$257,125
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
6,278
shares
|
$257,084
0.05% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,208
shares
|
$254,217
0.0% of portfolio
|
Q3 2025
Reduced 43.38%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
6,193
shares
|
$253,603
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
6,187
shares
|
$253,357
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,187
shares
|
$253,357
0.0% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
6,127
shares
|
$250,900
0.12% of portfolio
|
Q4 2025
Added 7.25%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
6,097
shares
|
$249,672
0.02% of portfolio
|
Q3 2025
Added 71.46%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
6,086
shares
|
$249,221
0.0% of portfolio
|
Q4 2025
Added 10.9%
|
|