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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$41.42 -0.06 (-0.14%)
Closing price 07/8/2025 04:10 PM Eastern
Extended Trading
$41.48 +0.06 (+0.14%)
As of 08:37 AM 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)
555
Total
Institutional Inflows
(last 12 months)
$2.95B
Number of
Institutional Sellers
(last 12 months)
340
Total
Institutional Outflows
(last 12 months)
$808.24M
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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
7/8/2025Arlington Trust Co LLC1,650$68K0.0%+1,000.0%0.001%
7/8/2025Legacy Private Trust Co.112,080$4.64M0.3%+3.5%0.063%
7/7/2025 Trust Co. of Oklahoma31,337$1.30M0.4%+4.4%0.018%
7/7/2025 Horizons Wealth Management39,697$1.64M1.2%+2.7%0.022%
7/7/2025 Wealth Alliance Advisory Group LLC26,459$1.10M0.2%+9.0%0.015%
7/2/2025 Waller Financial Planning Group Inc.482,707$19.99M4.8%+1.8%0.271%
6/17/2025Howe & Rusling Inc.3,556$149K0.0%+35.8%0.002%
6/2/2025Modern Wealth Management LLC613,294$25.67M0.8%-1.7%0.344%
5/27/2025Jacobi Capital Management LLC69,019$2.89M0.2%+14.9%0.039%
5/21/2025Geneos Wealth Management Inc.117,345$4.91M0.2%-7.7%0.066%
5/20/2025Belpointe Asset Management LLC15,637$654K0.0%-44.4%0.009%
5/20/2025Fortis Capital Advisors LLC15,625$654K0.1%+1.9%0.009%
5/20/2025Focus Partners Wealth143,574$6.01M0.0%+1,147.4%0.081%
5/19/2025Advisory Alpha LLC971,421$40.55M1.4%+23.2%0.545%
5/16/2025Prostatis Group LLC6,532$273K0.1%-54.0%0.004%
5/16/2025Everstar Asset Management LLC7,252$303K0.1%N/A0.004%
5/16/2025Ashton Thomas Private Wealth LLC17,316$725K0.0%-45.8%0.010%
5/16/2025Goldman Sachs Group Inc.593,100$24.82M0.0%+12.9%0.333%
5/16/2025Talon Private Wealth LLC40,918$1.71M0.2%-19.9%0.023%
5/16/2025Redwood Financial Network Corp48,143$2.02M1.5%+7.7%0.027%
5/16/2025Pacific Center for Financial Services62,650$2.62M0.7%+2.8%0.035%
5/16/2025NewEdge Advisors LLC55,366$2.32M0.0%-6.9%0.031%
5/16/2025Integrated Wealth Concepts LLC75,587$3.16M0.0%-23.0%0.042%
5/16/2025Eschler Asset Management LLP21,605$904K2.3%N/A0.012%
5/16/2025Algorithmic Investment Models LLC124,460$5.21M3.8%-10.4%0.070%
5/15/2025EP Wealth Advisors LLC64,335$2.69M0.0%-15.9%0.036%
5/15/2025Focus Partners Advisor Solutions LLC28,741$1.20M0.0%+165.4%0.016%
5/15/2025Royal Bank of Canada498,786$20.87M0.0%-17.3%0.280%
5/15/2025Alpine Global Management LLC7,371$308K0.1%-77.7%0.004%
5/15/2025Betterment LLC11,002$460K0.0%+44.1%0.006%
5/15/2025MAI Capital Management282,434$11.82M0.1%-12.9%0.159%
5/15/2025DRW Securities LLC143,336$6.00M0.2%+943.5%0.080%
5/15/2025Evergreen Capital Management LLC84,011$3.52M0.1%-6.8%0.047%
5/15/2025Gerber Kawasaki Wealth & Investment Management425,027$17.79M0.8%+9.6%0.239%
5/15/2025BNP Paribas Financial Markets3,611,145$151.13M0.1%+87.4%2.027%
5/15/2025Beck Bode LLC13,595$569K0.1%-14.2%0.008%
5/14/2025CreativeOne Wealth LLC72,868$3.05M0.1%+29.8%0.041%
5/14/2025Piedmont Capital Management LLC44,237$1.85M1.2%+20.8%0.025%
5/14/2025Warwick Investment Management Inc.470,065$19.67M4.1%+0.3%0.264%
5/14/2025Zuckerman Investment Group LLC34,993$1.46M0.2%-1.0%0.020%
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5/14/2025Per Stirling Capital Management LLC.31,279$1.31M0.2%N/A0.018%
5/14/2025WCG Wealth Advisors LLC332,487$13.92M1.1%-13.6%0.187%
5/14/2025Talisman Wealth Advisors LLC20,817$871K0.9%+5.8%0.012%
5/14/2025Full Sail Capital LLC215,936$9.04M0.6%-1.5%0.121%
5/14/2025Comerica Bank45,001$1.88M0.0%+6.4%0.025%
5/14/2025Kayne Anderson Rudnick Investment Management LLC181,807$7.61M0.0%+6.4%0.102%
5/14/2025Tandem Wealth Advisors LLC8,905$373K0.2%+25.4%0.005%
5/14/2025Freedom Investment Management Inc.18,722$784K0.1%-9.7%0.011%
5/14/2025SVB Wealth LLC3,392$142K0.0%N/A0.002%
5/14/2025Caitlin John LLC6,925$290K0.3%-37.5%0.004%
5/14/2025Kestra Advisory Services LLC29,629$1.24M0.0%+7.3%0.017%
5/14/20251832 Asset Management L.P.187,665$7.85M0.0%N/A0.105%
5/14/2025Compound Planning Inc.67,054$2.81M0.1%+31.8%0.038%
5/14/2025Ameriprise Financial Inc.1,340,000$56.07M0.0%+105.7%0.752%
5/14/2025Bragg Financial Advisors Inc6,590$276K0.0%-15.2%0.004%
5/14/2025CW Advisors LLC937,989$39.26M0.5%+1.7%0.527%
5/14/2025Summit Financial LLC79,386$3.32M0.1%+262.0%0.045%
5/14/2025Estate Counselors LLC212,958$8.91M0.9%+0.8%0.120%
5/14/2025United Asset Strategies Inc.8,773$367K0.0%-21.1%0.005%
5/14/2025PGIM Custom Harvest LLC686,521$28.73M0.7%+12.9%0.385%
5/14/2025Joseph P. Lucia & Associates LLC9,426$394K0.2%+25.7%0.005%
5/14/2025Banco BTG Pactual S.A.42,648$1.79M0.4%-44.7%0.024%
5/14/2025Capital Analysts LLC2,281$95K0.0%-12.8%0.001%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.6,786$283K0.0%N/A0.004%
5/13/2025Aptus Capital Advisors LLC78,934$3.30M0.0%-20.6%0.044%
5/13/2025Freestone Capital Holdings LLC226,910$9.50M0.4%-2.7%0.127%
5/13/202517 Capital Partners LLC12,747$533K0.3%+18.7%0.007%
5/13/2025CacheTech Inc.180,060$7.54M1.5%+34.3%0.101%
5/13/2025Cascade Financial Partners LLC20,147$843K0.1%-18.5%0.011%
5/13/2025Adams Wealth Management180,060$7.54M1.5%+34.3%0.101%
5/13/2025Raymond James Financial Inc.1,156,095$48.38M0.0%-7.8%0.649%
5/13/2025Menora Mivtachim Holdings LTD.959,400$40.15M0.3%N/A0.539%
5/13/2025Cresset Asset Management LLC16,255$680K0.0%-44.7%0.009%
5/13/2025Horizon Investments LLC10,202$427K0.0%-49.9%0.006%
5/13/2025Seaview Investment Managers LLC32,244$1.35M0.4%-8.0%0.018%
5/13/2025Kovitz Investment Group Partners LLC29,346$1.23M0.0%-10.9%0.016%
5/13/2025Iyo Bank Ltd.23,696$992K0.3%N/A0.013%
5/13/2025HighTower Advisors LLC464,063$19.42M0.0%+0.2%0.260%
5/12/2025AGF Management Ltd.464,364$19.43M0.1%-2.6%0.267%
5/12/2025Trust Asset Management LLC295,390$12.36M1.0%+0.4%0.170%
5/12/2025Aveo Capital Partners LLC13,405$557K0.1%-5.6%0.008%
5/12/2025Astor Investment Management LLC211,321$8.84M4.7%+10.6%0.121%
5/12/2025Atlas Capital Advisors Inc.11,977$501K0.1%+96.4%0.007%
5/12/2025Sierra Summit Advisors LLC18,438$772K0.2%+3.6%0.011%
5/12/2025Benjamin Edwards Inc.29,461$1.23M0.0%-39.3%0.017%
5/12/2025Private Wealth Advisors LLC98,877$4.14M1.5%+0.5%0.057%
5/12/2025Founders Financial Alliance LLC3,478$146K0.0%+2,143.9%0.002%
5/12/2025National Bank of Canada FI4,527$189K0.0%+344.3%0.003%
5/12/2025Hirtle Callaghan & Co LLC13,787$577K0.0%-1.7%0.008%
5/12/2025Wambolt & Associates LLC8,909$373K0.1%-2.9%0.005%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/12/2025WBH Advisory Inc.54,406$2.28M0.2%-2.7%0.031%
5/12/2025Flagship Wealth Advisors LLC2,657$111K0.0%-45.0%0.002%
5/12/2025Evernest Financial Advisors LLC5,180$217K0.1%N/A0.003%
5/9/2025Headlands Technologies LLC2,550$107K0.0%+15.9%0.001%
5/9/2025Citizens Financial Group Inc. RI101,850$4.26M0.1%-11.0%0.059%
5/9/2025Cornerstone Advisors LLC688,900$28.83M1.2%-0.4%0.396%
5/9/2025WealthShield Partners LLC12,383$518K0.1%-39.7%0.007%
5/9/2025Legacy Capital Group California Inc.49,374$2.07M0.7%+10.1%0.028%
5/9/2025Wealthspire Advisors LLC17,737$742K0.0%-42.0%0.010%
5/9/2025Associated Banc Corp24,835$1.04M0.0%+2.1%0.014%
(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, 814 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), Auto Owners Insurance Co ($558.76M), LPL Financial LLC ($164.99M), Wells Fargo & Company MN ($156.32M), BNP Paribas Financial Markets ($151.13M), and Phoenix Financial Ltd. ($147.91M).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 707 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 ($13.37M), Auto Owners Insurance Co ($12.58M), Simplex Trading LLC ($10.04M), Migdal Insurance & Financial Holdings Ltd. ($6.58M), JPMorgan Chase & Co. ($4.50M), Meitav Investment House Ltd. ($2.57M), and Raymond James Financial Inc. ($2.51M).

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

Institutional investors have bought a total of 70,577,665 shares in the last 24 months. This purchase volume represents approximately $2.95B in transactions.

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

Of the 340 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: Envestnet Asset Management Inc. ($1.67M), Harel Insurance Investments & Financial Services Ltd. ($1.31M), Janney Montgomery Scott LLC ($1.09M), WestEnd Advisors LLC ($1.08M), Truist Financial Corp ($1.06M), LPL Financial LLC ($966.46K), and Meitav Investment House Ltd. ($838.87K).

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

Institutional investors have sold a total of 19,847,755 shares in the last 24 months. This volume of shares sold represents approximately $808.24M in transactions.


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This page (NYSEARCA:XLRE) was last updated on 7/9/2025 by MarketBeat.com Staff
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