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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
111,809
shares
|
$4.58 Million
0.03% of portfolio
|
Q2 2025
Added 73.79%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
110,922
shares
|
$4.54 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
110,896
shares
|
$4.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.64%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
110,135
shares
|
$4.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
109,710
shares
|
$4.49 Million
0.18% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
107,155
shares
|
$4.39 Million
0.67% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Nov 05, 2025 Q3 2025 |
106,590
shares
|
$4.36 Million
2.28% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
104,758
shares
|
$4.29 Million
0.95% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
103,098
shares
|
$4.22 Million
0.16% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,060
shares
|
$4.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
102,414
shares
|
$4.19 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
101,783
shares
|
$4.17 Million
0.52% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
98,621
shares
|
$4.04 Million
0.06% of portfolio
|
Q3 2025
Added 66.05%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
97,241
shares
|
$3.98 Million
0.44% of portfolio
|
Q3 2025
Added 33.04%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
97,025
shares
|
$3.97 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
96,650
shares
|
$3.96 Million
0.26% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
95,448
shares
|
$3.91 Million
0.41% of portfolio
|
Q3 2025
Added 298.45%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
95,378
shares
|
$3.91 Million
0.79% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
92,275
shares
|
$3.78 Million
1.89% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
91,911
shares
|
$3.76 Million
2.2% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
91,485
shares
|
$3.75 Million
0.18% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
88,856
shares
|
$3.64 Million
1.82% of portfolio
|
Q2 2022
Reduced 1.14%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
87,414
shares
|
$3.58 Million
0.62% of portfolio
|
Q3 2025
Reduced 50.61%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
87,231
shares
|
$3.57 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
87,118
shares
|
$3.57 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.02%
|
|