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 |
|---|---|---|---|---|---|
|
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
|
Jan 05, 2026 Q4 2025 |
79,058
shares
|
$3.24 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
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%
|
|
|
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
|
Jan 14, 2026 Q4 2025 |
76,835
shares
|
$3.15 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
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
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
75,747
shares
|
$3.1 Million
1.35% of portfolio
|
Q4 2025
Added 6.02%
|
|
|
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
|
Jan 21, 2026 Q4 2025 |
74,904
shares
|
$3.07 Million
0.24% 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%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
70,892
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.31%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
69,382
shares
|
$2.84 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.81%
|
|
|
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%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
66,545
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
65,951
shares
|
$2.7 Million
2.06% of portfolio
|
Q4 2025
Added 3.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
65,859
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2023
Added 26.13%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
64,199
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.55%
|
|