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 844 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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
121
shares
|
$4,954
0.0% of portfolio
|
Q2 2024
Reduced 53.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$4,750
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
114
shares
|
$4,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
110
shares
|
$4,504
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,095
0.0% of portfolio
|
Q1 2023
Reduced 80.2%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$4,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 27, 2026 Q4 2025 |
98
shares
|
$4,013
0.0% of portfolio
|
Q2 2024
Reduced 77.0%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
96
shares
|
$3,931
0.0% of portfolio
|
Q2 2023
Reduced 79.13%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
93
shares
|
$3,808
0.0% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
91
shares
|
$3,726
0.0% of portfolio
|
Q2 2025
Added 167.65%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
91
shares
|
$3,726
0.0% of portfolio
|
Q2 2023
Reduced 41.29%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
89
shares
|
$3,644
0.0% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 28, 2026 Q4 2025 |
87
shares
|
$3,562
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
87
shares
|
$3,562
0.0% of portfolio
|
Q3 2025
Added 33.85%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
87
shares
|
$3,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
86
shares
|
$3,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
83
shares
|
$3,398
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
82
shares
|
$3,357
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
80
shares
|
$3,276
0.0% of portfolio
|
Q4 2025
Reduced 10.11%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
79
shares
|
$3,235
0.0% of portfolio
|
Q2 2023
Reduced 98.26%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
79
shares
|
$3,235
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
75
shares
|
$3,071
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
69
shares
|
$2,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
67
shares
|
$2,743
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
67
shares
|
$2,743
0.0% of portfolio
|
Q4 2018
New holding
|
|