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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$41.47 -0.06 (-0.15%)
As of 12:45 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE)

Number of
Institutional Buyers
(last 12 months)
509
Total
Institutional Inflows
(last 12 months)
$2.15B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$728.09M
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XLRE Institutional Buying and Selling by Quarter

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Real Estate Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/12/2025 Centaurus 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%
2/25/2025 B. 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%
2/24/2025 H&H Retirement Design & Management INC25,810$1.09M0.7%+2.6%0.017%
2/24/2025 Liberty Square Wealth Partners LLC16,838$708K0.3%N/A0.011%
2/24/2025 Ameriflex Group Inc.3,194$132K0.1%N/A0.002%
2/20/2025 Peak Retirement Planning Inc.111,891$4.58M3.1%N/A0.075%
2/19/2025 Toronto Dominion Bank3,558$145K0.0%+13,077.8%0.002%
2/19/2025 CTC Alternative Strategies Ltd.37,350$1.52M1.8%N/A0.025%
2/19/2025 WCG Wealth Advisors LLC384,775$15.65M1.0%-1.3%0.257%
2/18/2025 Investment Management Corp VA ADV105,550$4.29M3.8%N/A0.071%
2/18/2025 GTS Securities LLC84,969$3.46M0.2%-36.2%0.057%
2/18/2025 Alpine Global Management LLC33,120$1.35M0.3%N/A0.022%
2/18/2025 Fourth Dimension Wealth LLC14,226$579K0.3%N/A0.010%
2/18/2025 Blue Fin Capital Inc.10,151$413K0.1%+10.7%0.007%
2/18/2025 Pacific Center for Financial Services60,948$2.48M0.6%+7.6%0.041%
2/18/2025 Pinkerton Retirement Specialists LLC55,194$2.25M0.3%+7.2%0.037%
2/18/2025 10Elms LLP12,995$529K0.5%N/A0.009%
2/18/2025 Castleark Management LLC160,370$6.52M0.2%-35.9%0.107%
2/18/2025 Focus Partners Advisor Solutions LLC10,830$440K0.0%-46.6%0.007%
2/18/2025 Continuum Advisory LLC879$36K0.0%+38.6%0.001%
2/18/2025 Talisman Wealth Advisors LLC19,680$800K0.8%+4.9%0.013%
2/17/2025 Urban Financial Advisory Corp18,947$771K0.4%+3.0%0.013%
2/17/2025 Visionary Wealth Advisors27,950$1.14M0.1%-39.0%0.019%
2/17/2025 Stadion Money Management LLC489,297$19.90M1.6%+6.3%0.327%
2/17/2025 Strategic Wealth Partners Ltd.9,083$384K0.0%N/A0.006%
2/17/2025 Toronto Dominion Bank3,558$145K0.0%+13,077.8%0.002%
2/17/2025 Royal Bank of Canada602,855$24.52M0.0%-3.1%0.403%
2/17/2025 Redwood Financial Network Corp44,697$1.82M1.4%+4.1%0.030%
2/17/2025 Quantinno Capital Management LP17,290$703K0.0%+8.6%0.012%
2/17/2025 Millennium Management LLC450,504$18.32M0.0%-26.5%0.301%
2/17/2025 LMR Partners LLP3,164$129K0.0%N/A0.002%
2/17/2025Jefferies Financial Group Inc.5,646$230K0.0%-85.1%0.004%
2/17/2025 Focus Partners Wealth11,510$468K0.0%+49.0%0.008%
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2/17/2025 Forefront Analytics LLC12,735$518K0.2%-43.1%0.009%
2/17/2025 FWL Investment Management LLC648$26K0.0%N/A0.000%
2/17/2025 EP Wealth Advisors LLC76,511$3.11M0.0%+47.7%0.051%
2/17/2025 Concentric Capital Strategies LP33,106$1.35M0.1%-69.8%0.022%
2/17/2025 CoreCap Advisors LLC46,259$1.88M0.1%-19.3%0.031%
2/17/2025 Cresset Asset Management LLC29,375$1.20M0.0%-43.6%0.020%
2/17/2025 Cetera Investment Advisers681,255$27.71M0.1%-6.8%0.456%
2/17/2025 Capstone Investment Advisors LLC15,464$629K0.0%N/A0.010%
2/17/2025 Captrust Financial Advisors15,721$639K0.0%N/A0.011%
2/17/2025 Baird Financial Group Inc.1,249,311$50.81M0.1%+0.3%0.835%
2/17/2025 Baker Avenue Asset Management LP168,328$6.85M0.2%+171.1%0.113%
2/17/2025 Beaumont Capital Management LLC138,842$5.65M4.4%+35.4%0.093%
2/17/2025 Beck Bode LLC15,841$644K0.1%-28.6%0.011%
2/17/2025 Bank of America Corp DE19,687,309$800.68M0.1%-2.1%13.164%
2/17/2025 Benjamin Edwards Inc.48,506$1.97M0.0%-22.6%0.032%
2/17/2025 Ameriprise Financial Inc.651,516$26.49M0.0%-35.0%0.436%
2/17/2025 Aptus Capital Advisors LLC99,395$4.04M0.0%+749.4%0.066%
2/14/2025 Gallagher Fiduciary Advisors LLC6,499$264K0.1%+3.9%0.004%
2/14/2025 Arrow Financial Corp126,879$5.16M0.5%+1,353.0%0.085%
2/14/2025 Mercer Global Advisors Inc. ADV30,419$1.24M0.0%+3.0%0.020%
2/14/2025 Comerica Bank42,280$1.72M0.0%-15.6%0.028%
2/14/2025 Kapitalo Investimentos Ltda6,170$251K0.2%N/A0.004%
2/14/2025 Schonfeld Strategic Advisors LLC93,121$3.79M0.0%+575.4%0.062%
2/14/2025 Northern Trust Corp93,994$3.82M0.0%-6.0%0.063%
2/14/2025 Beacon Pointe Advisors LLC144,309$5.87M0.1%-7.3%0.096%
2/14/2025 Tudor Investment Corp ET AL10,816$440K0.0%-91.9%0.007%
2/14/2025 Piedmont Capital Management LLC36,621$1.48M0.9%+5.2%0.024%
2/14/2025 Betterment LLC7,636$311K0.0%+38.6%0.005%
2/14/2025 Berger Financial Group Inc17,438$709K0.0%-5.9%0.012%
2/14/2025 Gerber Kawasaki Wealth & Investment Management387,972$15.78M0.7%+5.5%0.259%
2/14/2025 Prosperity Consulting Group LLC5,607$228K0.0%N/A0.004%
2/14/2025 Bolthouse Investments LLC11,042$449K0.4%N/A0.007%
2/14/2025 Capital Analysts LLC2,617$106K0.0%+283.2%0.002%
2/14/2025 Rothschild Capital Partners LLC117,174$4.77M1.2%+14.9%0.078%
2/14/2025 Kovitz Investment Group Partners LLC32,926$1.34M0.0%+14.6%0.022%
2/14/2025 Stonebridge Capital Advisors LLC319,368$12.99M1.0%+1.3%0.214%
2/14/2025 Integrated Wealth Concepts LLC98,155$3.99M0.0%-16.6%0.066%
2/14/2025 MGO One Seven LLC5,868$239K0.0%-10.6%0.004%
2/14/2025 Quantessence Capital LLC9,268$377K0.2%N/A0.006%
2/14/2025 Alpine Global Management LLC33,120$1.35M0.3%N/A0.022%
2/14/2025 IHT Wealth Management LLC101,932$4.15M0.1%-18.0%0.068%
2/14/2025 Canal Capital Management LLC18,742$762K0.1%N/A0.013%
2/14/2025 Stifel Financial Corp306,001$12.45M0.0%-19.7%0.205%
2/14/2025 Tower Research Capital LLC TRC 401,120$16.31M0.3%+588.6%0.268%
2/14/2025 Transce3nd LLC960$39K0.0%N/A0.001%
2/14/2025 Seaview Investment Managers LLC35,054$1.43M0.4%-32.1%0.023%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC170,871$6.95M0.0%+2.2%0.114%
2/14/2025 MML Investors Services LLC248,454$10.11M0.0%-4.0%0.166%
2/14/2025 First Trust Advisors LP19,935$811K0.0%N/A0.013%
2/14/2025 Freedom Investment Management Inc.20,724$843K0.1%-31.7%0.014%
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2/14/2025 GeoWealth Management LLC130,853$5.32M0.2%-17.2%0.087%
2/13/2025 Marshall Wace LLP55,890$2.27M0.0%N/A0.037%
2/13/2025 NewEdge Advisors LLC59,501$2.42M0.0%+20.7%0.040%
2/13/2025 Ally Invest Advisors Inc.6,014$245K0.0%+10.0%0.004%
2/13/2025 United Capital Financial Advisors LLC10,131$412K0.0%-5.3%0.007%
2/13/2025 Jump Financial LLC380,409$15.47M0.3%N/A0.254%
2/13/2025 Adams Wealth Management134,119$5.46M1.0%+25.8%0.090%
2/13/2025 Belpointe Asset Management LLC28,125$1.23M0.1%-35.6%0.019%
2/13/2025 CreativeOne Wealth LLC56,156$2.28M0.1%+28.0%0.038%
2/13/2025 Mariner LLC496,494$20.19M0.0%-22.5%0.332%
(Data available from 1/1/2016 forward)

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XLRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLRE shares?

During the previous two years, 796 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 690 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 87,535,141 shares in the last 24 months. This purchase volume represents approximately $3.52B in transactions.

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

Of the 424 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 ($1.12M), 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 36,406,463 shares in the last 24 months. This volume of shares sold represents approximately $1.41B in transactions.



This page (NYSEARCA:XLRE) was last updated on 3/27/2025 by MarketBeat.com Staff
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