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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
360,694
shares
|
$14.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 22.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
359,972
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
355,792
shares
|
$14.6 Million
0.2% of portfolio
|
Q3 2025
Added 18.39%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
351,143
shares
|
$14.4 Million
1.08% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
349,438
shares
|
$14.3 Million
0.43% of portfolio
|
Q3 2025
Added 1128.38%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
336,841
shares
|
$13.8 Million
0.25% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
320,034
shares
|
$13.1 Million
1.13% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
313,824
shares
|
$12.9 Million
0.06% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
303,152
shares
|
$12.4 Million
0.9% of portfolio
|
Q4 2023
Added 2562.5%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
299,309
shares
|
$12.3 Million
1.28% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
293,680
shares
|
$12 Million
1.92% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
292,706
shares
|
$12 Million
1.13% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
287,065
shares
|
$11.8 Million
0.08% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
285,208
shares
|
$11.7 Million
0.79% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
282,566
shares
|
$11.6 Million
0.08% of portfolio
|
Q4 2025
Added 10.26%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
277,213
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
270,725
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Added 2103.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
267,969
shares
|
$11 Million
0.01% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
255,001
shares
|
$10.4 Million
3.03% of portfolio
|
Q3 2025
Added 39.14%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
254,603
shares
|
$10.4 Million
1.83% of portfolio
|
Q4 2025
Added 77.1%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
253,478
shares
|
$10.4 Million
1.44% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
248,532
shares
|
$10.2 Million
1.1% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
248,118
shares
|
$10.2 Million
3.64% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Symmetry Investments LP
|
Nov 14, 2025 Q3 2025 |
240,500
shares
|
$9.85 Million
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
233,761
shares
|
$9.57 Million
0.29% of portfolio
|
Q4 2025
Added 3.77%
|
|