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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
66,545
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
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%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
63,882
shares
|
$2.62 Million
2.17% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
63,792
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
63,560
shares
|
$2.6 Million
0.79% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,461
shares
|
$2.56 Million
1.05% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
61,111
shares
|
$2.5 Million
1.08% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
60,657
shares
|
$2.48 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
60,141
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
60,013
shares
|
$2.46 Million
0.24% of portfolio
|
Q4 2023
Added 25.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
59,949
shares
|
$2.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
58,672
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 224.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
58,442
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
58,424
shares
|
$2.39 Million
0.59% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
58,249
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
57,566
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
56,769
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
54,596
shares
|
$2.24 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
54,506
shares
|
$2.23 Million
0.31% of portfolio
|
Q2 2025
Added 33.21%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
53,985
shares
|
$2.21 Million
0.55% of portfolio
|
Q3 2025
Reduced 46.15%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
53,966
shares
|
$2.21 Million
0.56% of portfolio
|
Q3 2025
Added 27.81%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
53,810
shares
|
$2.2 Million
1.13% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
53,268
shares
|
$2.18 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
52,323
shares
|
$2.14 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.01%
|
|