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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
6,066
shares
|
$248,402
0.01% of portfolio
|
Q4 2025
Added 183.19%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
6,030
shares
|
$246,928
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2026 Q4 2025 |
6,008
shares
|
$246,027
0.08% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
5,991
shares
|
$245,331
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,978
shares
|
$244,799
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
5,950
shares
|
$243,652
0.01% of portfolio
|
Q4 2025
Reduced 66.52%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jan 27, 2026 Q4 2025 |
5,950
shares
|
$243,652
0.04% of portfolio
|
Q4 2025
Reduced 28.24%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
5,934
shares
|
$242,997
0.02% of portfolio
|
Q4 2025
Reduced 11.53%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jan 27, 2026 Q4 2025 |
5,931
shares
|
$242,874
0.06% of portfolio
|
Q4 2025
Reduced 57.25%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,924
shares
|
$242,587
0.07% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
5,835
shares
|
$238,943
0.12% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,820
shares
|
$238,329
0.07% of portfolio
|
Q1 2024
Reduced 62.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,767
shares
|
$236,158
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
5,719
shares
|
$234,193
0.04% of portfolio
|
Q3 2025
Added 28.69%
|
|
|
Snider Financial Group
Bellevue, WA |
Jan 21, 2026 Q4 2025 |
5,665
shares
|
$231,981
0.06% of portfolio
|
Q4 2025
Reduced 46.53%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,658
shares
|
$231,695
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
5,648
shares
|
$231,285
0.04% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,640
shares
|
$230,958
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,608
shares
|
$229,647
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
5,606
shares
|
$229,565
0.01% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,605
shares
|
$229,524
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
5,558
shares
|
$227,600
0.0% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,549
shares
|
$227,231
0.07% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
5,484
shares
|
$224,569
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,473
shares
|
$224,119
0.03% of portfolio
|
Q3 2025
Reduced 87.33%
|
|