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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$40.45 +0.63 (+1.58%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$40.54 +0.09 (+0.22%)
As of 04/17/2025 05:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE)

Number of
Institutional Buyers
(last 12 months)
518
Total
Institutional Inflows
(last 12 months)
$2.25B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$753.16M
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XLRE Institutional Buying and Selling by Quarter

Real Estate Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Capital Wealth Management LLC227,756$9.53M4.0%+10.7%0.130%
4/18/2025Cornerstone Wealth Management LLC23,003$963K0.1%-5.3%0.013%
4/18/2025CENTRAL TRUST Co13,882$581K0.0%-44.4%0.008%
4/17/2025 NBT Bank N A NY62,373$2.61M0.2%-0.8%0.036%
4/17/2025 Robertson Stephens Wealth Management LLC16,517$691K0.0%-84.9%0.009%
4/17/2025 Berkshire Bank46,741$1.96M0.5%+0.9%0.027%
4/17/2025 Copia Wealth Management42,451$1.78M1.6%+9.7%0.024%
4/17/2025 Sowell Financial Services LLC29,062$1.22M0.1%+10.0%0.017%
4/17/2025 Janney Montgomery Scott LLC140,487$5.88M0.0%-8.3%0.080%
4/17/2025 Good Life Advisors LLC41,450$1.74M0.1%-3.1%0.024%
4/17/2025 Fairvoy Private Wealth LLC10,066$421K0.1%-61.8%0.006%
4/17/2025 Brighton Jones LLC7,860$329K0.0%+14.5%0.005%
4/17/2025 Prentice Wealth Management LLC67,558$2.83M0.8%+0.8%0.039%
4/17/2025 Arkansas Financial Group Inc.91,537$3.51M0.6%+5.0%0.052%
4/17/2025 Pacific Sun Financial Corp31,940$1.34M0.8%+7.9%0.018%
4/17/2025 Dynamic Advisor Solutions LLC16,670$698K0.0%N/A0.010%
4/16/2025 Wealth Enhancement Advisory Services LLC586,876$24.56M0.0%+2.6%0.336%
4/16/2025 RTD Financial Advisors Inc.15,134$633K0.1%-52.6%0.009%
4/16/2025 CVA Family Office LLC1,228$51K0.0%+308.0%0.001%
4/16/2025 Krilogy Financial LLC28,094$1.18M0.1%-17.0%0.016%
4/16/2025 Patriot Investment Management Group Inc.36,238$1.52M0.1%+18.0%0.021%
4/16/2025 Ferguson Wellman Capital Management Inc.9,096$381K0.0%-93.3%0.005%
4/15/2025 First United Bank & Trust5,025$210K0.1%-27.2%0.003%
4/15/2025 GPS Wealth Strategies Group LLC3,597$151K0.0%-9.3%0.002%
4/15/2025 Capital Advisors Ltd. LLC2,130$89K0.0%+23.1%0.001%
4/15/2025 Paladin Advisory Group LLC64,343$2.69M2.2%+1.9%0.037%
4/15/2025 CX Institutional56,942$2.38M0.1%+21.5%0.033%
4/15/2025 Integrated Advisors Network LLC26,083$1.09M0.1%-82.4%0.015%
4/15/2025 Wealthcare Advisory Partners LLC4,782$200K0.0%-18.3%0.003%
4/15/2025 Trust Co. of Oklahoma30,011$1.26M0.4%+2.5%0.017%
4/14/2025 Pallas Capital Advisors LLC42,754$1.79M0.1%-8.1%0.024%
4/14/2025 Farther Finance Advisors LLC6,419$269K0.0%+277.8%0.004%
4/14/2025 Millington Financial Advisors LLC5,237$204K0.1%N/A0.003%
4/14/2025 Moss Adams Wealth Advisors LLC1,265,158$52.95M5.6%N/A0.725%
4/14/2025 Capital Investment Advisors LLC1,234,773$51.68M1.0%+1,105.0%0.707%
4/14/2025 BCS Wealth Management17,618$737K0.2%-5.2%0.010%
4/14/2025 Bangor Savings Bank1,039$43K0.0%-58.6%0.001%
4/14/2025 OLD National Bancorp IN48,548$2.03M0.1%-10.6%0.028%
4/14/2025 LexAurum Advisors LLC35,881$1.50M0.3%-1.4%0.021%
4/14/2025 Orrstown Financial Services Inc.15,732$658K0.2%+8.2%0.009%
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4/11/2025 AAFMAA Wealth Management & Trust LLC53,239$2.23M1.0%N/A0.030%
4/11/2025 KFG Wealth Management LLC119,535$5.00M0.9%+10.7%0.068%
4/11/2025 Alliance Wealth Advisors LLC21,242$889K0.5%+10.9%0.012%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV27,084$1.13M0.1%+12.3%0.016%
4/11/2025 Cranbrook Wealth Management LLC9,672$405K0.1%-7.0%0.006%
4/11/2025 Pines Wealth Management LLC7,123$298K0.1%+16.2%0.004%
4/11/2025 Snider Financial Group9,746$408K0.1%-3.7%0.006%
4/11/2025 Magnus Financial Group LLC24,238$1.01M0.1%-1.3%0.014%
4/11/2025 Curat Global LLC820$34K0.0%N/A0.000%
4/11/2025 Signal Advisors Wealth LLC28,451$1.19M0.1%-52.7%0.016%
4/10/2025 Boltwood Capital Management16,461$689K0.2%-2.6%0.009%
4/10/2025 Lake Street Private Wealth LLC20,010$837K0.1%+3.0%0.011%
4/10/2025 Channel Wealth LLC31,013$1.30M0.4%-13.1%0.018%
4/10/2025 Wealth Alliance Advisory Group LLC24,273$1.02M0.2%N/A0.014%
4/10/2025 Contravisory Investment Management Inc.13,443$563K0.1%-22.8%0.008%
4/10/2025 Peak Financial Advisors LLC6,478$271K0.1%-7.2%0.004%
4/10/2025 Horizons Wealth Management38,664$1.62M1.2%+3.6%0.022%
4/10/2025 Triangle Securities Wealth Management50,097$2.10M0.5%+6.7%0.029%
4/9/2025 RFG Advisory LLC195,796$8.19M0.2%+10.5%0.112%
4/9/2025 HBW Advisory Services LLC9,956$417K0.1%-3.5%0.006%
4/9/2025 Merit Financial Group LLC5,877$246K0.0%+11.6%0.003%
4/9/2025 IMZ Advisory Inc16,951$709K0.3%-74.3%0.010%
4/9/2025 Fragasso Financial Advisors Inc65,636$2.75M0.2%N/A0.038%
4/9/2025 NBC Securities Inc.4,732$198K0.0%+67,500.0%0.003%
4/9/2025 American National Bank & Trust8,273$346K0.0%+65.0%0.005%
4/9/2025 Mechanics Bank Trust Department10,654$446K0.1%-6.9%0.006%
4/9/2025 Kaizen Financial Strategies19,508$816K0.5%+6.7%0.011%
4/8/2025 Advisory Alpha LLC496,593$20.78M1.3%-37.0%0.284%
4/8/2025 Global Financial Private Client LLC10,195$427K0.2%-3.3%0.006%
4/7/2025 Silvia Mccoll Wealth Management LLC22,349$935K0.7%+3.4%0.013%
4/7/2025 AdvisorNet Financial Inc5,464$229K0.0%+19.7%0.003%
4/4/2025 Webster Bank N. A.677$28K0.0%+298.2%0.000%
4/4/2025 Legacy Private Trust Co.108,339$4.53M0.3%-9.7%0.062%
4/2/2025 Waller Financial Planning Group Inc.474,255$19.85M5.6%+0.6%0.272%
3/21/2025Prostatis Group LLC14,197$577K0.2%-79.4%0.008%
3/21/2025Nestegg Advisors Inc.11,078$465K0.5%N/A0.006%
3/18/2025111 Capital38,197$1.55M0.3%N/A0.022%
3/17/2025 Wealth Enhancement Advisory Services LLC572,203$23.27M0.0%+19.6%0.323%
3/12/2025Centaurus Financial Inc.3,133$127K0.0%-53.6%0.002%
3/6/2025 Copia Wealth Management38,700$1.57M1.5%N/A0.023%
2/27/2025Jefferies Financial Group Inc.5,646$230K0.0%-85.1%0.003%
2/25/2025B. Riley Wealth Advisors Inc.14,559$592K0.0%-15.7%0.010%
2/25/2025 Integrated Advisors Network LLC148,001$6.02M0.3%+10.3%0.099%
2/24/2025H&H Retirement Design & Management INC25,810$1.09M0.7%+2.6%0.017%
2/24/2025Liberty Square Wealth Partners LLC16,838$708K0.3%N/A0.011%
2/24/2025Ameriflex Group Inc.3,194$132K0.1%N/A0.002%
2/20/2025Peak Retirement Planning Inc.111,891$4.58M3.1%N/A0.075%
2/19/2025Toronto Dominion Bank3,558$145K0.0%+13,077.8%0.002%
2/19/2025CTC Alternative Strategies Ltd.37,350$1.52M1.8%N/A0.025%
2/19/2025WCG Wealth Advisors LLC384,775$15.65M1.0%-1.3%0.257%
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2/18/2025Investment Management Corp VA ADV105,550$4.29M3.8%N/A0.071%
2/18/2025GTS Securities LLC84,969$3.46M0.2%-36.2%0.057%
2/18/2025Alpine Global Management LLC33,120$1.35M0.3%N/A0.022%
2/18/2025Fourth Dimension Wealth LLC14,226$579K0.3%N/A0.010%
2/18/2025Blue Fin Capital Inc.10,151$413K0.1%+10.7%0.007%
2/18/2025Pacific Center for Financial Services60,948$2.48M0.6%+7.6%0.041%
2/18/2025Pinkerton Retirement Specialists LLC55,194$2.25M0.3%+7.2%0.037%
2/18/202510Elms LLP12,995$529K0.5%N/A0.009%
2/18/2025Castleark Management LLC160,370$6.52M0.2%-35.9%0.107%
2/18/2025Focus Partners Advisor Solutions LLC10,830$440K0.0%-46.6%0.007%
(Data available from 1/1/2016 forward)

XLRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLRE shares?

During the previous two years, 800 institutional investors and hedge funds held shares of Real Estate Select Sector SPDR Fund. The most heavily invested institutionals were Creative Planning ($1.30B), Bank of America Corp DE ($800.68M), LPL Financial LLC ($178.61M), Wells Fargo & Company MN ($156.32M), Cassaday & Co Wealth Management LLC ($124.10M), Raymond James & Associates ($71.18M), and Meitav Investment House Ltd. ($67.25M).Learn more on XLRE's institutional investors.

Which institutional investors have been buying Real Estate Select Sector SPDR Fund stock?

Of the 696 institutional investors that purchased Real Estate Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Planning ($13.37M), Simplex Trading LLC ($10.04M), Migdal Insurance & Financial Holdings Ltd. ($6.58M), JPMorgan Chase & Co. ($4.50M), Meitav Investment House Ltd. ($2.57M), Raymond James Financial Inc. ($2.51M), and Wells Fargo & Company MN ($2.46M).

How much institutional buying is happening at Real Estate Select Sector SPDR Fund?

Institutional investors have bought a total of 89,514,409 shares in the last 24 months. This purchase volume represents approximately $3.61B in transactions.

Which Real Estate Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 427 institutional investors that sold Real Estate Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($5.14M), Envestnet Asset Management Inc. ($2.68M), PNC Financial Services Group Inc. ($1.47M), LPL Financial LLC ($1.41M), Harel Insurance Investments & Financial Services Ltd. ($1.30M), Janney Montgomery Scott LLC ($1.14M), and Truist Financial Corp ($1.10M).

How much institutional selling is happening at Real Estate Select Sector SPDR Fund?

Institutional investors have sold a total of 37,109,778 shares in the last 24 months. This volume of shares sold represents approximately $1.44B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 4/19/2025 by MarketBeat.com Staff
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