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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
50,051
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
49,183
shares
|
$2.01 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
49,105
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
48,511
shares
|
$1.99 Million
0.26% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
48,395
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
48,373
shares
|
$1.98 Million
0.12% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
48,108
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2025
Added 73.44%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
47,445
shares
|
$1.94 Million
0.48% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
46,741
shares
|
$1.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
46,714
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
46,530
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
46,424
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
46,236
shares
|
$1.89 Million
1.94% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
44,866
shares
|
$1.84 Million
0.65% of portfolio
|
Q3 2025
Reduced 54.38%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
43,567
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
43,247
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.38%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
42,872
shares
|
$1.76 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
42,777
shares
|
$1.75 Million
0.84% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,187
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.37%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
42,137
shares
|
$1.73 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
42,000
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|