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 |
|---|---|---|---|---|---|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
4,782
shares
|
$195,822
0.08% of portfolio
|
Q3 2025
Reduced 27.35%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
4,751
shares
|
$194,553
0.08% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
4,650
shares
|
$190,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,563
shares
|
$186,854
0.02% of portfolio
|
Q2 2025
Reduced 61.9%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
4,500
shares
|
$184,275
0.04% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,401
shares
|
$180,220
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,337
shares
|
$177,600
0.01% of portfolio
|
Q3 2025
Reduced 17.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,180
shares
|
$171,171
0.01% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,933
shares
|
$161,056
0.03% of portfolio
|
Q3 2025
Reduced 57.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,930
shares
|
$160,933
0.0% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,829
shares
|
$156,797
0.06% of portfolio
|
Q1 2023
Added 29.97%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,479
shares
|
$142,465
0.03% of portfolio
|
Q3 2025
Added 3379.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
3,443
shares
|
$140,990
0.04% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
3,346
shares
|
$137,018
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
3,069
shares
|
$125,675
0.11% of portfolio
|
Q3 2025
Reduced 55.23%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,012
shares
|
$123,341
0.02% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
3,000
shares
|
$122,850
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
2,893
shares
|
$118,468
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
2,850
shares
|
$116,707
0.0% of portfolio
|
Q3 2025
Added 35525.0%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
2,818
shares
|
$115,397
0.04% of portfolio
|
Q3 2025
Reduced 37.49%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,584
shares
|
$105,814
0.0% of portfolio
|
Q3 2025
Reduced 84.52%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
2,487
shares
|
$101,842
0.03% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,426
shares
|
$99,344
0.0% of portfolio
|
Q3 2025
Reduced 58.94%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,343
shares
|
$95,945
0.07% of portfolio
|
Q3 2024
Added 69.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,310
shares
|
$94,594
0.01% of portfolio
|
Q3 2024
New holding
|
|