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 |
|---|---|---|---|---|---|
|
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
|
Jan 23, 2026 Q4 2025 |
60,214
shares
|
$2.47 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
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%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Jan 23, 2026 Q4 2025 |
58,742
shares
|
$2.41 Million
0.57% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
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 |
Jan 27, 2026 Q4 2025 |
58,313
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
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%
|
|
|
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%
|
|
|
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
|
Jan 26, 2026 Q4 2025 |
52,469
shares
|
$2.15 Million
0.16% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
52,142
shares
|
$2.14 Million
1.61% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
51,770
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
51,590
shares
|
$2.11 Million
0.48% of portfolio
|
Q4 2025
Reduced 4.44%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
51,071
shares
|
$2.09 Million
1.4% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
50,997
shares
|
$2.09 Million
0.95% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
50,738
shares
|
$2.08 Million
1.38% of portfolio
|
Q4 2025
Added 23.91%
|
|