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 840 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 |
|---|---|---|---|---|---|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
342
shares
|
$14,004
0.01% of portfolio
|
Q1 2023
Reduced 67.21%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
338
shares
|
$13,841
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
338
shares
|
$13,841
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
326
shares
|
$13,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
314
shares
|
$12,858
0.0% of portfolio
|
Q3 2025
Reduced 52.21%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
300
shares
|
$12,285
0.0% of portfolio
|
Q3 2023
Reduced 36.84%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
300
shares
|
$12,285
0.0% of portfolio
|
Q2 2025
Reduced 20.42%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
284
shares
|
$11,629
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
278
shares
|
$11,384
0.0% of portfolio
|
Q1 2023
Reduced 26.46%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
270
shares
|
$11,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
265
shares
|
$10,851
0.01% of portfolio
|
Q3 2024
Reduced 48.34%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
250
shares
|
$10,237
0.01% of portfolio
|
Q3 2025
Reduced 31.32%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
246
shares
|
$10,073
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
237
shares
|
$9,705
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
235
shares
|
$9,623
0.0% of portfolio
|
Q4 2022
Added 1.29%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
232
shares
|
$9,500
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
218
shares
|
$8,927
0.01% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
217
shares
|
$8,886
0.01% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
215
shares
|
$8,804
0.0% of portfolio
|
Q2 2024
Added 46.26%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
215
shares
|
$8,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
213
shares
|
$8,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
207
shares
|
$8,476
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
207
shares
|
$8,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
207
shares
|
$8,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
201
shares
|
$8,230
0.0% of portfolio
|
Q3 2025
Added 36.73%
|
|