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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$42.08 +0.21 (+0.49%)
As of 10:39 AM Eastern
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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)
561
Total
Institutional Inflows
(last 12 months)
$3.01B
Number of
Institutional Sellers
(last 12 months)
378
Total
Institutional Outflows
(last 12 months)
$1.39B
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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
9/4/2025Osaic Holdings Inc.168,132$6.97M0.0%-22.8%0.093%
8/29/2025Centaurus Financial Inc.5,266$218K0.0%+10.9%0.003%
8/27/2025Orion Porfolio Solutions LLC57,852$2.40M0.0%-3.5%0.032%
8/26/2025Thrivent Financial for Lutherans339,294$14.05M0.0%+1,753.2%0.187%
8/19/2025B. Riley Wealth Advisors Inc.11,255$466K0.0%N/A0.006%
8/19/2025Advisory Services Network LLC16,093$666K0.0%-69.6%0.009%
8/18/2025Geneos Wealth Management Inc.62,168$2.58M0.1%-47.0%0.034%
8/16/2025Evergreen Capital Management LLC116,015$4.81M0.1%+38.1%0.064%
8/16/2025Headlands Technologies LLC21,146$876K0.1%+729.3%0.012%
8/15/2025Tower Research Capital LLC TRC 28,447$1.18M0.0%-88.8%0.016%
8/15/2025Asset Allocation Strategies LLC26,852$1.11M0.2%-21.7%0.015%
8/15/2025Urban Financial Advisory Corp26,147$1.08M0.5%+25.0%0.014%
8/15/2025Corient Private Wealth LLC408,024$16.90M0.0%+101.5%0.225%
8/15/2025Equitable Holdings Inc.173,003$7.17M0.1%-22.0%0.095%
8/15/2025Stonebridge Capital Advisors LLC340,625$14.11M1.1%+4.5%0.188%
8/15/2025Captrust Financial Advisors10,032$416K0.0%+69.7%0.006%
8/15/2025Blue Chip Partners LLC6,179$256K0.0%-4.6%0.003%
8/15/2025Zuckerman Investment Group LLC38,077$1.58M0.2%+8.8%0.021%
8/15/2025Cooksen Wealth LLC21,793$903K0.7%+33.6%0.012%
8/15/2025Visionary Wealth Advisors25,490$1.06M0.1%+3.2%0.014%
8/15/2025Two Sigma Securities LLC14,956$619K0.1%-78.8%0.008%
8/15/2025Talisman Wealth Advisors LLC21,123$875K0.8%+1.5%0.012%
8/15/2025Snowden Capital Advisors LLC8,771$363K0.0%-19.8%0.005%
8/15/2025Redwood Financial Network Corp50,453$2.09M1.4%+4.8%0.028%
8/15/2025Orion Porfolio Solutions LLC57,852$2.40M0.0%-3.5%0.032%
8/15/2025MML Investors Services LLC114,231$4.73M0.0%-42.9%0.063%
8/15/2025Modern Wealth Management LLC468,214$19.39M0.5%-23.7%0.258%
8/15/2025IHT Wealth Management LLC117,472$4.87M0.1%-12.7%0.065%
8/15/2025EP Wealth Advisors LLC111,809$4.63M0.0%+73.8%0.062%
8/15/2025Benjamin Edwards Inc.13,547$561K0.0%-54.0%0.007%
8/15/2025BlueCrest Capital Management Ltd30,098$1.25M0.0%-50.0%0.017%
8/15/2025Bank of America Corp DE18,960,917$785.36M0.1%-0.7%10.444%
8/15/2025Ameriprise Financial Inc.2,291,673$94.90M0.0%+71.0%1.262%
8/14/2025CTC Alternative Strategies Ltd.78,870$3.27M2.9%N/A0.043%
8/14/2025Raymond James Financial Inc.1,184,432$49.06M0.0%+2.5%0.652%
8/14/2025Transamerica Financial Advisors LLC294,092$12.18M1.1%+696.5%0.162%
8/14/2025Banco BTG Pactual S.A.54,660$2.26M0.5%+28.2%0.030%
8/14/2025Betterment LLC18,202$754K0.0%+65.4%0.010%
8/14/2025Quantinno Capital Management LP31,722$1.31M0.0%+15.7%0.017%
8/14/2025Diversify Advisory Services LLC9,519$391K0.0%+9.4%0.005%
8/14/2025Alliancebernstein L.P.337,977$14.00M0.0%+318.7%0.186%
8/14/2025Peapack Gladstone Financial Corp141,071$5.84M0.1%+651.9%0.078%
8/14/2025Dearborn Partners LLC5,927$245K0.0%N/A0.003%
8/14/2025NewEdge Advisors LLC64,412$2.67M0.0%+16.3%0.035%
8/14/2025Qube Research & Technologies Ltd114,955$4.76M0.0%+258.3%0.063%
8/14/2025Gerber Kawasaki Wealth & Investment Management433,477$17.96M0.7%+2.0%0.239%
8/14/2025Bank of Nova Scotia20,580$852K0.0%-23.7%0.011%
8/14/2025Baker Avenue Asset Management LP111,297$4.61M0.1%-2.6%0.061%
8/14/2025Cary Street Partners Financial LLC5,092$211K0.0%N/A0.003%
8/14/2025Cerity Partners LLC44,391$1.84M0.0%+1.1%0.024%
8/13/2025ESG Planning DBA Harper Investing74,873$3.10M1.7%-2.5%0.041%
8/13/2025PGIM Custom Harvest LLC770,487$31.91M0.7%+12.2%0.424%
8/13/2025Flow Traders U.S. LLC32,553$1.35M0.0%N/A0.018%
8/13/2025Gateway Wealth Partners LLC11,464$475K0.1%N/A0.006%
8/13/2025Capital Advisors Wealth Management LLC171,121$7.09M1.1%+18.9%0.094%
8/13/2025First Trust Advisors LP37,793$1.57M0.0%+68.6%0.021%
8/13/2025EverSource Wealth Advisors LLC1,042$43K0.0%-43.9%0.001%
8/13/2025Trek Financial LLC53,166$2.20M0.1%-2.9%0.029%
8/13/20251832 Asset Management L.P.194,238$8.05M0.0%+3.5%0.107%
8/13/2025CW Advisors LLC945,399$39.16M0.4%+0.8%0.521%
8/13/2025Berbice Capital Management LLC800$33K0.0%+300.0%0.000%
8/13/2025WCG Wealth Advisors LLC206,283$8.54M0.6%-38.0%0.114%
8/13/2025Pinkerton Wealth LLC73,092$3.03M0.4%+14.5%0.040%
8/13/2025Beacon Pointe Advisors LLC135,734$5.62M0.1%+11.7%0.075%
8/13/2025M&T Bank Corp85,730$3.55M0.0%-13.0%0.047%
8/13/2025Fisher Asset Management LLC5,733$237K0.0%-10.2%0.003%
8/13/2025Millington Financial Advisors LLC5,926$254K0.1%+13.2%0.003%
8/13/2025Lido Advisors LLC11,790$488K0.0%-6.3%0.006%
8/13/2025Scotia Capital Inc.6,170$256K0.0%N/A0.003%
8/13/2025Johnson Financial Group Inc.636$26K0.0%-84.9%0.000%
8/13/2025Elevation Point Wealth Partners LLC13,590$563K0.0%-3.9%0.007%
8/13/2025Choreo LLC152,483$6.32M0.1%+0.5%0.084%
8/12/2025Country Trust Bank406,605$16.84M0.4%-10.6%0.224%
8/12/2025J.W. Cole Advisors Inc.38,047$1.58M0.0%+225.7%0.021%
8/12/2025Associated Banc Corp25,209$1.04M0.0%+1.5%0.014%
8/12/2025Financial Advocates Investment Management10,089$418K0.0%-54.6%0.006%
8/12/2025Laurel Wealth Advisors LLC83,755$3.47M0.0%+4,042.2%0.046%
8/12/2025Steward Partners Investment Advisory LLC18,078$749K0.0%+8.4%0.010%
8/12/2025Insigneo Advisory Services LLC4,928$204K0.0%N/A0.003%
8/12/2025CreativeOne Wealth LLC50,316$2.08M0.1%-30.9%0.028%
8/12/2025Jefferies Financial Group Inc.5,356$222K0.0%-77.6%0.003%
8/12/2025Global Retirement Partners LLC30,048$1.25M0.0%N/A0.017%
8/12/2025Sierra Summit Advisors LLC17,553$727K0.1%-4.8%0.010%
8/12/2025Richard W. Paul & Associates LLC36,005$1.49M0.5%-1.1%0.020%
8/12/2025AlphaCore Capital LLC31,155$1.29M0.0%+346,066.7%0.017%
8/12/2025MAI Capital Management276,154$11.44M0.1%-2.2%0.152%
8/12/2025JPMorgan Chase & Co.577,882$23.94M0.0%-2.1%0.318%
8/12/2025Personal CFO Solutions LLC21,684$898K0.2%N/A0.012%
8/12/2025Iyo Bank Ltd.7,899$327K0.1%-66.7%0.004%
8/12/2025Terra Nova Asset Management LLC15,135$627K0.4%-8.5%0.008%
8/12/2025Howe & Rusling Inc.4,866$202K0.0%+36.8%0.003%
8/11/2025TD Waterhouse Canada Inc.58,813$2.45M0.0%-0.9%0.032%
8/11/2025FineMark National Bank & Trust7,764$322K0.0%+7.2%0.004%
8/11/2025HHM Wealth Advisors LLC43,191$1.79M0.2%+6.6%0.024%
8/11/2025Wealthspire Advisors LLC15,142$627K0.0%-14.6%0.008%
8/11/2025Cordatus Wealth Management LLC58,228$2.41M0.6%-2.8%0.032%
8/11/2025Bedell Frazier Investment Counselling LLC7,160$297K0.1%-21.7%0.004%
8/11/2025Western Wealth Management LLC56,115$2.32M0.1%+9.6%0.031%
8/8/2025Rockefeller Capital Management L.P.150,203$6.22M0.0%+13.1%0.084%
8/8/2025Kingsview Wealth Management LLC420,328$17.41M0.3%+19.6%0.235%
(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, 822 institutional investors and hedge funds held shares of Real Estate Select Sector SPDR Fund. The most heavily invested institutionals were Creative Planning ($1.55B), Bank of America Corp DE ($785.36M), LPL Financial LLC ($164.99M), Wells Fargo & Company MN ($156.32M), BNP Paribas Financial Markets ($151.13M), Cassaday & Co Wealth Management LLC ($127.96M), and Phoenix Financial Ltd. ($96.27M).Learn more on Real Estate Select Sector SPDR Fund's institutional investors.

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

Of the 717 institutional investors that purchased Real Estate Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Planning ($16.25M), Auto Owners Insurance Co ($12.58M), Simplex Trading LLC ($10.04M), Migdal Insurance & Financial Holdings Ltd. ($6.58M), JPMorgan Chase & Co. ($4.18M), Raymond James Financial Inc. ($2.54M), 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 71,377,101 shares in the last 24 months. This purchase volume represents approximately $3.01B in transactions.

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

Of the 378 institutional investors that sold Real Estate Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Auto Owners Insurance Co ($12.77M), Envestnet Asset Management Inc. ($1.72M), Harel Insurance Investments & Financial Services Ltd. ($1.31M), Phoenix Financial Ltd. ($1.21M), Janney Montgomery Scott LLC ($1.12M), WestEnd Advisors LLC ($1.08M), and Truist Financial Corp ($1.06M).

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

Institutional investors have sold a total of 33,612,502 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 9/10/2025 by MarketBeat.com Staff
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