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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$41.93 +0.51 (+1.23%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$41.92 -0.01 (-0.01%)
As of 05/2/2025 07:57 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.

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

Number of
Institutional Buyers
(last 12 months)
523
Total
Institutional Inflows
(last 12 months)
$2.26B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$765.15M
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XLRE Institutional Buying and Selling by Quarter

Real Estate Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Retirement Planning Co of New England Inc.9,741$408K0.1%-17.9%0.006%
5/2/2025Fortis Group Advisors LLC260,441$10.90M2.1%+79.7%0.150%
5/2/2025Kingsview Wealth Management LLC351,408$14.71M0.3%-21.8%0.202%
5/2/2025Bailard Inc.58,420$2.45M0.1%-5.2%0.034%
5/2/2025Graypoint LLC94,618$3.96M0.2%-41.9%0.054%
5/2/2025Hudock Inc.296,185$12.40M2.2%+4.0%0.170%
5/2/2025Legacy Capital Wealth Partners LLC10,975$459K0.1%-7.9%0.006%
5/2/2025Lineweaver Wealth Advisors LLC25,206$1.06M0.2%N/A0.014%
5/2/2025MB Generational Wealth LLC5,024$210K0.2%N/A0.003%
5/2/2025James Investment Research Inc.21,599$904K0.1%-2.4%0.012%
5/2/2025Larson Financial Group LLC7,115$298K0.0%+20.3%0.004%
5/2/2025Pinkerton Retirement Specialists LLC63,830$2.67M0.3%+15.6%0.037%
5/2/2025ESG Planning DBA Harper Investing76,791$3.21M2.1%+38.0%0.044%
5/2/2025Dakota Wealth Management54,291$2.27M0.1%-11.7%0.031%
5/2/2025SBI Securities Co. Ltd.15,872$664K0.0%+18.8%0.009%
5/2/2025Sigma Planning Corp17,605$737K0.0%-11.4%0.010%
5/1/2025 Bleakley Financial Group LLC30,311$1.27M0.0%+3.1%0.017%
5/1/2025 Key Financial Inc1,191$50K0.0%+3,741.9%0.001%
5/1/2025 Zullo Investment Group Inc.26,314$1.10M0.5%-2.0%0.015%
5/1/2025 CWM LLC351,978$14.73M0.1%+13.1%0.202%
5/1/2025 Stephens Inc. AR81,489$3.41M0.0%+4.6%0.047%
5/1/2025 3EDGE Asset Management LP19,132$793K0.1%+48.5%0.011%
5/1/2025 Ballentine Partners LLC311,752$13.05M0.2%+4.5%0.179%
5/1/2025 Rational Advisors Inc.17,057$714K0.1%+20.5%0.010%
5/1/2025 American Financial Advisors LLC288,074$12.06M1.7%-1.9%0.166%
5/1/2025 WESPAC Advisors LLC9,096$381K0.3%N/A0.005%
5/1/2025 Country Club Bank26,559$1.10M0.1%-6.8%0.015%
4/30/2025 Burford Brothers Inc.13,509$565K0.3%-9.0%0.008%
4/30/2025 Cerity Partners LLC43,901$1.84M0.0%+57.4%0.025%
4/30/2025 Alps Advisors Inc.1,083,175$45.33M0.3%+20.3%0.623%
4/30/2025 Allworth Financial LP288,713$11.72M0.1%+2.4%0.166%
4/30/2025 Capital Insight Partners LLC117,179$4.90M0.9%-3.9%0.067%
4/30/2025 True Vision MN LLC7,047$295K0.2%-45.8%0.004%
4/30/2025 First Interstate Bank179,020$7.49M0.4%-3.1%0.103%
4/30/2025 Axxcess Wealth Management LLC30,426$1.27M0.0%+8.3%0.017%
4/30/2025 Chemung Canal Trust Co.96,126$4.02M0.9%+4.1%0.055%
4/30/2025 Cornerstone Planning Group LLC30,069$1.22M0.3%+1.3%0.017%
4/30/2025 Trek Financial LLC54,728$2.29M0.2%-4.0%0.031%
4/30/2025 AlphaStar Capital Management LLC25,443$1.07M0.1%N/A0.015%
4/30/2025 Valeo Financial Advisors LLC5,043$211K0.0%N/A0.003%
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4/30/2025 Stratos Wealth Partners LTD.5,921$248K0.0%-18.7%0.003%
4/30/2025 M&T Bank Corp98,541$4.12M0.0%-5.5%0.057%
4/30/2025 Sierra Capital LLC4,907$205K0.0%-15.1%0.003%
4/30/2025 Harbour Investment Management LLC13,105$548K0.2%-2.2%0.008%
4/30/2025 Alpha Cubed Investments LLC33,405$1.40M0.1%-46.0%0.019%
4/30/2025 Jessup Wealth Management Inc112,555$4.71M1.9%-6.2%0.065%
4/29/2025 Centennial Bank AR 40,488$1.69M0.8%+1.1%0.023%
4/29/2025 U.S. Capital Wealth Advisors LLC25,041$1.05M0.0%+7.6%0.014%
4/29/2025 Financial Counselors Inc.6,245$261K0.0%+26.0%0.004%
4/29/2025 Cooksen Wealth LLC16,308$645K0.6%-14.2%0.009%
4/29/2025 Liberty Square Wealth Partners LLC16,466$689K0.3%-2.2%0.009%
4/29/2025 Callan Capital LLC33,224$1.39M0.1%+6.1%0.019%
4/29/2025 Envestnet Asset Management Inc.986,872$41.30M0.0%-2.7%0.567%
4/29/2025 Penserra Capital Management LLC292,949$12.26M0.2%+17.1%0.168%
4/29/2025 Pure Portfolios Holdings LLC6,934$290K0.1%N/A0.004%
4/29/2025 Proffitt & Goodson Inc.456,943$19.12M3.1%+2.7%0.263%
4/29/2025 Vickerman Investment Advisors Inc.74,179$3.10M0.7%+3.2%0.043%
4/29/2025 Novare Capital Management LLC15,232$637K0.1%+12.7%0.009%
4/29/2025 Quattro Financial Advisors LLC31,145$1.30M0.4%+6.9%0.018%
4/29/2025 Concurrent Investment Advisors LLC12,581$527K0.0%+9.9%0.007%
4/29/2025 DT Investment Partners LLC15,359$643K0.1%+32.7%0.009%
4/29/2025 Wayfinding Financial LLC1,113$46K0.0%N/A0.001%
4/29/2025 Capital Investment Advisory Services LLC17,111$716K0.1%+5.7%0.010%
4/29/2025 Brookstone Capital Management71,433$2.99M0.0%+6.8%0.041%
4/29/2025 SMART Wealth LLC74,331$3.11M1.1%+995.7%0.043%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.1,622,231$67.89M0.9%-0.3%0.932%
4/29/2025 OneDigital Investment Advisors LLC88,540$3.71M0.0%-3.3%0.051%
4/28/2025 D.A. Davidson & CO.264,207$11.06M0.1%+19.6%0.152%
4/28/2025 Mutual Advisors LLC58,462$2.37M0.1%-1.9%0.034%
4/28/2025 Private Trust Co. NA18,103$758K0.1%-13.2%0.010%
4/28/2025 Pinnacle Financial Partners Inc50,741$2.12M0.0%+7.4%0.029%
4/28/2025 Fiduciary Group LLC26,130$1.09M0.1%+12.4%0.015%
4/28/2025 Keybank National Association OH205,538$8.60M0.0%-3.4%0.118%
4/28/2025 Money Design Co. Ltd.644,687$26.98M1.3%+1.8%0.371%
4/28/2025 DAVENPORT & Co LLC10,252$429K0.0%-5.5%0.006%
4/28/2025 Dean Jacobson Financial Services LLC515,347$21.57M16.6%-0.1%0.296%
4/28/2025 Impact Investors Inc13,740$575K0.4%+19.3%0.008%
4/28/2025 BLB&B Advisors LLC27,676$1.16M0.1%-14.8%0.016%
4/28/2025 Rovin Capital UT ADV8,831$370K0.1%-19.2%0.005%
4/28/2025 ABLE Financial Group LLC5,881$246K0.1%N/A0.003%
4/25/2025 New Millennium Group LLC740$31K0.0%-35.0%0.000%
4/25/2025 Farmers & Merchants Trust Co of Chambersburg PA71,809$3.01M1.1%+6.2%0.041%
4/25/2025 Ameritas Advisory Services LLC350,211$14.65M0.6%+4.5%0.201%
4/25/2025 Albion Financial Group UT376,021$15.74M1.1%+10.1%0.216%
4/25/2025 Sovran Advisors LLC7,395$299K0.0%N/A0.004%
4/25/2025 Capital Advisors Wealth Management LLC143,934$6.02M1.1%-8.6%0.083%
4/24/2025 Golden State Wealth Management LLC5,957$249K0.0%-31.3%0.003%
4/24/2025 CWC Advisors LLC.5,376$225K0.1%N/A0.003%
4/24/2025 Kessler Investment Group LLC10,895$456K0.2%-44.2%0.006%
4/24/2025 Bartlett & CO. Wealth Management LLC5,427$227K0.0%-9.0%0.003%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

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4/24/2025 Aspect Partners LLC115,730$4.84M2.8%-2.7%0.067%
4/24/2025 First Merchants Corp115,000$4.81M0.2%-12.3%0.066%
4/23/2025 Western Wealth Management LLC51,177$2.14M0.1%-13.4%0.029%
4/23/2025 Creative Financial Designs Inc. ADV73,249$3.07M0.2%-5.4%0.042%
4/23/2025 Sequoia Financial Advisors LLC14,782$619K0.0%-95.2%0.008%
4/23/2025 Golden State Wealth Management LLC11,905$499K0.0%+37.2%0.007%
4/23/2025 Olympus Wealth Management LLC26,382$1.10M0.5%-85.8%0.015%
4/23/2025 Spire Wealth Management65,741$2.75M0.1%-35.4%0.038%
4/23/2025 Econ Financial Services Corp36,046$1.51M0.8%+36.3%0.021%
4/23/2025 Fourth Dimension Wealth LLC15,880$665K0.3%+11.6%0.009%
(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 Harel Insurance Investments & Financial Services Ltd. ($67.89M).Learn more on XLRE's institutional investors.

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

Of the 689 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 90,024,905 shares in the last 24 months. This purchase volume represents approximately $3.63B in transactions.

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

Of the 437 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. ($2.70M), PNC Financial Services Group Inc. ($1.47M), LPL Financial LLC ($1.41M), Harel Insurance Investments & Financial Services Ltd. ($1.31M), 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 37,414,166 shares in the last 24 months. This volume of shares sold represents approximately $1.45B in transactions.



This page (NYSEARCA:XLRE) was last updated on 5/3/2025 by MarketBeat.com Staff
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