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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
85,623
shares
|
$3.51 Million
0.19% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
85,584
shares
|
$3.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
84,356
shares
|
$3.45 Million
0.04% of portfolio
|
Q3 2025
Added 68.49%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
84,116
shares
|
$3.44 Million
1.1% of portfolio
|
Q1 2025
Added 101.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
83,654
shares
|
$3.43 Million
0.11% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
79,425
shares
|
$3.25 Million
0.03% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
78,870
shares
|
$3.23 Million
2.86% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
78,777
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2025
Added 296.56%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
78,410
shares
|
$3.21 Million
1.78% of portfolio
|
Q3 2025
Added 21.26%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
78,301
shares
|
$3.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 29.65%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
78,211
shares
|
$3.2 Million
0.24% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
77,569
shares
|
$3.18 Million
0.72% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
77,005
shares
|
$3.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
76,151
shares
|
$3.12 Million
0.91% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
76,096
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
75,671
shares
|
$3.1 Million
0.06% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
74,904
shares
|
$3.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
74,591
shares
|
$3.05 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
74,523
shares
|
$3.05 Million
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
71,445
shares
|
$2.93 Million
1.45% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
71,389
shares
|
$2.92 Million
0.11% of portfolio
|
Q3 2025
Added 39.08%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
70,892
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.31%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
68,405
shares
|
$2.8 Million
0.54% of portfolio
|
Q3 2025
Added 25.15%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
68,069
shares
|
$2.79 Million
0.73% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
66,556
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2025
Added 16.2%
|
|