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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
2,614
shares
|
$107,043
0.04% of portfolio
|
Q4 2025
Reduced 7.24%
|
|
|
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
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,297
shares
|
$94,062
0.0% of portfolio
|
Q3 2025
Reduced 72.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,251
shares
|
$92,178
0.01% of portfolio
|
Q3 2025
Reduced 99.33%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,055
shares
|
$84,152
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,048
shares
|
$83,865
0.01% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,031
shares
|
$83,169
0.04% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,029
shares
|
$83,087
0.0% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
2,019
shares
|
$82,678
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
2,010
shares
|
$82,309
0.03% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Peoples Financial Services Corp.
|
Jan 26, 2026 Q4 2025 |
2,007
shares
|
$82,186
0.04% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,910
shares
|
$78,214
0.0% of portfolio
|
Q2 2024
Reduced 99.58%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 30, 2026 Q4 2025 |
1,909
shares
|
$78,173
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,766
shares
|
$72,317
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Provident Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
1,750
shares
|
$71,662
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,685
shares
|
$69,000
0.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,612
shares
|
$66,011
0.02% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,600
shares
|
$65,520
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,563
shares
|
$64,004
0.0% of portfolio
|
Q3 2025
Reduced 25.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
1,538
shares
|
$62,981
0.01% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,494
shares
|
$61,179
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|