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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
213
shares
|
$8,722
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
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
207
shares
|
$8,476
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%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
203
shares
|
$8,312
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%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
198
shares
|
$8,108
0.01% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
195
shares
|
$7,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
193
shares
|
$7,903
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
189
shares
|
$7,739
0.0% of portfolio
|
Q3 2025
Reduced 99.4%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
182
shares
|
$7,452
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
173
shares
|
$7,084
0.0% of portfolio
|
Q3 2025
Reduced 55.64%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
169
shares
|
$6,920
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
162
shares
|
$6,633
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
156
shares
|
$6,388
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
156
shares
|
$6,388
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
150
shares
|
$6,142
0.0% of portfolio
|
Q3 2025
Reduced 90.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$5,978
0.0% of portfolio
|
Q2 2023
Added 5.04%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
145
shares
|
$5,937
0.0% of portfolio
|
Q1 2024
Reduced 97.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
143
shares
|
$5,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
140
shares
|
$5,733
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
136
shares
|
$5,569
0.0% of portfolio
|
Q3 2024
Reduced 58.66%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$5,487
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
131
shares
|
$5,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
125
shares
|
$5,118
0.0% of portfolio
|
Q3 2024
New holding
|
|