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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$41.44 +0.38 (+0.91%)
As of 02:54 PM 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)
$3.11B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$1.37B
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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
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%
8/14/2025 Bank of Nova Scotia20,580$852K0.0%-23.7%0.011%
8/14/2025 Baker Avenue Asset Management LP111,297$4.61M0.1%-2.6%0.061%
8/14/2025 Cary Street Partners Financial LLC5,092$211K0.0%N/A0.003%
8/14/2025 Cerity Partners LLC44,391$1.84M0.0%+1.1%0.024%
8/13/2025 ESG Planning DBA Harper Investing74,873$3.10M1.7%-2.5%0.041%
8/13/2025 PGIM Custom Harvest LLC770,487$31.91M0.7%+12.2%0.424%
8/13/2025 Flow Traders U.S. LLC32,553$1.35M0.0%N/A0.018%
8/13/2025 Gateway Wealth Partners LLC11,464$475K0.1%N/A0.006%
8/13/2025 Capital Advisors Wealth Management LLC171,121$7.09M1.1%+18.9%0.094%
8/13/2025 First Trust Advisors LP37,793$1.57M0.0%+68.6%0.021%
8/13/2025 EverSource Wealth Advisors LLC1,042$43K0.0%-43.9%0.001%
8/13/2025 Trek Financial LLC53,166$2.20M0.1%-2.9%0.029%
8/13/2025 1832 Asset Management L.P.194,238$8.05M0.0%+3.5%0.107%
8/13/2025 CW Advisors LLC945,399$39.16M0.4%+0.8%0.521%
8/13/2025 Berbice Capital Management LLC800$33K0.0%+300.0%0.000%
8/13/2025 WCG Wealth Advisors LLC206,283$8.54M0.6%-38.0%0.114%
8/13/2025 Pinkerton Wealth LLC73,092$3.03M0.4%+14.5%0.040%
8/13/2025 Beacon Pointe Advisors LLC135,734$5.62M0.1%+11.7%0.075%
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8/13/2025 M&T Bank Corp85,730$3.55M0.0%-13.0%0.047%
8/13/2025 Fisher Asset Management LLC5,733$237K0.0%-10.2%0.003%
8/13/2025 Millington Financial Advisors LLC5,926$254K0.1%+13.2%0.003%
8/13/2025 Lido Advisors LLC11,790$488K0.0%-6.3%0.006%
8/13/2025 Scotia Capital Inc.6,170$256K0.0%N/A0.003%
8/13/2025 Johnson Financial Group Inc.636$26K0.0%-84.9%0.000%
8/13/2025 Elevation Point Wealth Partners LLC13,590$563K0.0%-3.9%0.007%
8/13/2025 Choreo LLC152,483$6.32M0.1%+0.5%0.084%
8/12/2025 Country Trust Bank406,605$16.84M0.4%-10.6%0.224%
8/12/2025 J.W. Cole Advisors Inc.38,047$1.58M0.0%+225.7%0.021%
8/12/2025 Associated Banc Corp25,209$1.04M0.0%+1.5%0.014%
8/12/2025 Financial Advocates Investment Management10,089$418K0.0%-54.6%0.006%
8/12/2025 Laurel Wealth Advisors LLC83,755$3.47M0.0%+4,042.2%0.046%
8/12/2025 Steward Partners Investment Advisory LLC18,078$749K0.0%+8.4%0.010%
8/12/2025 Insigneo Advisory Services LLC4,928$204K0.0%N/A0.003%
8/12/2025 CreativeOne Wealth LLC50,316$2.08M0.1%-30.9%0.028%
8/12/2025Jefferies Financial Group Inc.5,356$222K0.0%-77.6%0.003%
8/12/2025 Global Retirement Partners LLC30,048$1.25M0.0%N/A0.017%
8/12/2025 Sierra Summit Advisors LLC17,553$727K0.1%-4.8%0.010%
8/12/2025 Richard W. Paul & Associates LLC36,005$1.49M0.5%-1.1%0.020%
8/12/2025 AlphaCore Capital LLC31,155$1.29M0.0%+346,066.7%0.017%
8/12/2025 MAI Capital Management276,154$11.44M0.1%-2.2%0.152%
8/12/2025 JPMorgan Chase & Co.577,882$23.94M0.0%-2.1%0.318%
8/12/2025 Personal CFO Solutions LLC21,684$898K0.2%N/A0.012%
8/12/2025 Iyo Bank Ltd.7,899$327K0.1%-66.7%0.004%
8/12/2025 Terra Nova Asset Management LLC15,135$627K0.4%-8.5%0.008%
8/12/2025 Howe & Rusling Inc.4,866$202K0.0%+36.8%0.003%
8/11/2025 TD Waterhouse Canada Inc.58,813$2.45M0.0%-0.9%0.032%
8/11/2025 FineMark National Bank & Trust7,764$322K0.0%+7.2%0.004%
8/11/2025 HHM Wealth Advisors LLC43,191$1.79M0.2%+6.6%0.024%
8/11/2025 Wealthspire Advisors LLC15,142$627K0.0%-14.6%0.008%
8/11/2025 Cordatus Wealth Management LLC58,228$2.41M0.6%-2.8%0.032%
8/11/2025 Bedell Frazier Investment Counselling LLC7,160$297K0.1%-21.7%0.004%
8/11/2025 Western Wealth Management LLC56,115$2.32M0.1%+9.6%0.031%
8/8/2025 Rockefeller Capital Management L.P.150,203$6.22M0.0%+13.1%0.084%
8/8/2025 Kingsview Wealth Management LLC420,328$17.41M0.3%+19.6%0.235%
8/8/2025 Cornerstone Advisors LLC687,100$28.46M1.0%-0.3%0.383%
8/8/2025 Citizens Financial Group Inc. RI164,355$6.81M0.1%+61.4%0.092%
8/8/2025 Collaborative Wealth Managment Inc.29,303$1.21M0.5%-10.4%0.016%
8/8/2025 Avantax Advisory Services Inc.171,293$7.10M0.0%+6.9%0.096%
8/8/2025 Cetera Investment Advisers872,949$36.16M0.1%+23.5%0.487%
8/8/2025 New England Capital Financial Advisors LLC103,187$4.27M2.0%+7.2%0.058%
8/8/2025 Creative Planning37,386,268$1.55B1.3%+8.3%20.863%
8/8/2025 Advisory Resource Group22,093$915K0.2%+7.0%0.012%
8/8/2025 Foundations Investment Advisors LLC28,127$1.17M0.0%+13.8%0.016%
8/8/2025 Ignite Planners LLC45,748$1.91M0.3%+8.6%0.026%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.5,172$212K0.0%-23.8%0.003%
8/8/2025 W.H. Cornerstone Investments Inc.6,919$287K0.2%N/A0.004%
8/8/2025 Good Life Advisors LLC39,434$1.63M0.1%-4.9%0.022%
8/8/2025 Atlanta Consulting Group Advisors LLC42,225$1.75M0.5%+7.3%0.024%
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8/8/2025 Kaizen Financial Strategies19,118$792K0.4%-2.0%0.011%
8/8/2025 Hudock Inc.290,865$12.05M1.9%-1.8%0.162%
8/8/2025 Bailard Inc.60,621$2.51M0.1%+3.8%0.034%
8/8/2025 PNC Financial Services Group Inc.161,874$6.71M0.0%+1.6%0.090%
8/8/2025 Beck Bode LLC8,152$338K0.1%-40.0%0.005%
8/8/2025 SBI Securities Co. Ltd.15,508$642K0.0%-2.3%0.009%
8/7/2025 Cascade Financial Partners LLC18,103$750K0.1%-10.1%0.010%
8/7/2025 CENTRAL TRUST Co14,412$597K0.0%+3.8%0.008%
8/7/2025 Alpha Cubed Investments LLC21,837$904K0.0%-34.6%0.012%
8/7/2025 Allworth Financial LP303,635$12.58M0.1%+5.2%0.169%
(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, 821 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 720 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 74,075,265 shares in the last 24 months. This purchase volume represents approximately $3.11B in transactions.

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

Of the 372 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 33,203,261 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 8/15/2025 by MarketBeat.com Staff
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