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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$40.64 +0.01 (+0.02%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$40.70 +0.05 (+0.14%)
As of 05/23/2025 07:32 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)
557
Total
Institutional Inflows
(last 12 months)
$2.99B
Number of
Institutional Sellers
(last 12 months)
340
Total
Institutional Outflows
(last 12 months)
$808.94M
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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
5/21/2025 Geneos Wealth Management Inc.117,345$4.91M0.2%-7.7%0.066%
5/20/2025 Belpointe Asset Management LLC15,637$654K0.0%-44.4%0.009%
5/20/2025 Fortis Capital Advisors LLC15,625$654K0.1%+1.9%0.009%
5/20/2025 Focus Partners Wealth143,574$6.01M0.0%+1,147.4%0.081%
5/19/2025 Advisory Alpha LLC971,421$40.55M1.4%+23.2%0.545%
5/16/2025 Prostatis Group LLC6,532$273K0.1%-54.0%0.004%
5/16/2025 Everstar Asset Management LLC7,252$303K0.1%N/A0.004%
5/16/2025 Ashton Thomas Private Wealth LLC17,316$725K0.0%-45.8%0.010%
5/16/2025 Goldman Sachs Group Inc.593,100$24.82M0.0%+12.9%0.333%
5/16/2025 Talon Private Wealth LLC40,918$1.71M0.2%-19.9%0.023%
5/16/2025 Redwood Financial Network Corp48,143$2.02M1.5%+7.7%0.027%
5/16/2025 Pacific Center for Financial Services62,650$2.62M0.7%+2.8%0.035%
5/16/2025 NewEdge Advisors LLC55,366$2.32M0.0%-6.9%0.031%
5/16/2025 Integrated Wealth Concepts LLC75,587$3.16M0.0%-23.0%0.042%
5/16/2025 Eschler Asset Management LLP21,605$904K2.3%N/A0.012%
5/16/2025 Algorithmic Investment Models LLC124,460$5.21M3.8%-10.4%0.070%
5/15/2025 EP Wealth Advisors LLC64,335$2.69M0.0%-15.9%0.036%
5/15/2025 Focus Partners Advisor Solutions LLC28,741$1.20M0.0%+165.4%0.016%
5/15/2025 Royal Bank of Canada498,786$20.87M0.0%-17.3%0.280%
5/15/2025 Alpine Global Management LLC7,371$308K0.1%-77.7%0.004%
5/15/2025 Betterment LLC11,002$460K0.0%+44.1%0.006%
5/15/2025 MAI Capital Management282,434$11.82M0.1%-12.9%0.159%
5/15/2025 DRW Securities LLC143,336$6.00M0.2%+943.5%0.080%
5/15/2025 Evergreen Capital Management LLC84,011$3.52M0.1%-6.8%0.047%
5/15/2025 Gerber Kawasaki Wealth & Investment Management425,027$17.79M0.8%+9.6%0.239%
5/15/2025 BNP Paribas Financial Markets3,611,145$151.13M0.1%+87.4%2.027%
5/15/2025 Beck Bode LLC13,595$569K0.1%-14.2%0.008%
5/14/2025 CreativeOne Wealth LLC72,868$3.05M0.1%+29.8%0.041%
5/14/2025 Piedmont Capital Management LLC44,237$1.85M1.2%+20.8%0.025%
5/14/2025 Warwick Investment Management Inc.470,065$19.67M4.1%+0.3%0.264%
5/14/2025 Zuckerman Investment Group LLC34,993$1.46M0.2%-1.0%0.020%
5/14/2025 Per Stirling Capital Management LLC.31,279$1.31M0.2%N/A0.018%
5/14/2025 WCG Wealth Advisors LLC332,487$13.92M1.1%-13.6%0.187%
5/14/2025 Talisman Wealth Advisors LLC20,817$871K0.9%+5.8%0.012%
5/14/2025 Full Sail Capital LLC215,936$9.04M0.6%-1.5%0.121%
5/14/2025 Comerica Bank45,001$1.88M0.0%+6.4%0.025%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC181,807$7.61M0.0%+6.4%0.102%
5/14/2025 Tandem Wealth Advisors LLC8,905$373K0.2%+25.4%0.005%
5/14/2025 Freedom Investment Management Inc.18,722$784K0.1%-9.7%0.011%
5/14/2025 SVB Wealth LLC3,392$142K0.0%N/A0.002%
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5/14/2025 Caitlin John LLC6,925$290K0.3%-37.5%0.004%
5/14/2025 Kestra Advisory Services LLC29,629$1.24M0.0%+7.3%0.017%
5/14/2025 1832 Asset Management L.P.187,665$7.85M0.0%N/A0.105%
5/14/2025 Compound Planning Inc.67,054$2.81M0.1%+31.8%0.038%
5/14/2025 Ameriprise Financial Inc.1,340,000$56.07M0.0%+105.7%0.752%
5/14/2025 Bragg Financial Advisors Inc6,590$276K0.0%-15.2%0.004%
5/14/2025 CW Advisors LLC937,989$39.26M0.5%+1.7%0.527%
5/14/2025 Summit Financial LLC79,386$3.32M0.1%+262.0%0.045%
5/14/2025 Estate Counselors LLC212,958$8.91M0.9%+0.8%0.120%
5/14/2025 United Asset Strategies Inc.8,773$367K0.0%-21.1%0.005%
5/14/2025 PGIM Custom Harvest LLC686,521$28.73M0.7%+12.9%0.385%
5/14/2025 Joseph P. Lucia & Associates LLC9,426$394K0.2%+25.7%0.005%
5/14/2025 Banco BTG Pactual S.A.42,648$1.79M0.4%-44.7%0.024%
5/14/2025 Capital Analysts LLC2,281$95K0.0%-12.8%0.001%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.6,786$283K0.0%N/A0.004%
5/13/2025 Aptus Capital Advisors LLC78,934$3.30M0.0%-20.6%0.044%
5/13/2025 Freestone Capital Holdings LLC226,910$9.50M0.4%-2.7%0.127%
5/13/2025 17 Capital Partners LLC12,747$533K0.3%+18.7%0.007%
5/13/2025 CacheTech Inc.180,060$7.54M1.5%+34.3%0.101%
5/13/2025 Cascade Financial Partners LLC20,147$843K0.1%-18.5%0.011%
5/13/2025 Adams Wealth Management180,060$7.54M1.5%+34.3%0.101%
5/13/2025 Raymond James Financial Inc.1,156,095$48.38M0.0%-7.8%0.649%
5/13/2025 Menora Mivtachim Holdings LTD.959,400$40.15M0.3%N/A0.539%
5/13/2025 Cresset Asset Management LLC16,255$680K0.0%-44.7%0.009%
5/13/2025 Horizon Investments LLC10,202$427K0.0%-49.9%0.006%
5/13/2025 Seaview Investment Managers LLC32,244$1.35M0.4%-8.0%0.018%
5/13/2025 Kovitz Investment Group Partners LLC29,346$1.23M0.0%-10.9%0.016%
5/13/2025 Iyo Bank Ltd.23,696$992K0.3%N/A0.013%
5/13/2025 HighTower Advisors LLC464,063$19.42M0.0%+0.2%0.260%
5/12/2025 AGF Management Ltd.464,364$19.43M0.1%-2.6%0.267%
5/12/2025 Trust Asset Management LLC295,390$12.36M1.0%+0.4%0.170%
5/12/2025 Aveo Capital Partners LLC13,405$557K0.1%-5.6%0.008%
5/12/2025 Astor Investment Management LLC211,321$8.84M4.7%+10.6%0.121%
5/12/2025 Atlas Capital Advisors Inc.11,977$501K0.1%+96.4%0.007%
5/12/2025 Sierra Summit Advisors LLC18,438$772K0.2%+3.6%0.011%
5/12/2025 Benjamin Edwards Inc.29,461$1.23M0.0%-39.3%0.017%
5/12/2025 Private Wealth Advisors LLC98,877$4.14M1.5%+0.5%0.057%
5/12/2025 Founders Financial Alliance LLC3,478$146K0.0%+2,143.9%0.002%
5/12/2025 National Bank of Canada FI4,527$189K0.0%+344.3%0.003%
5/12/2025 Hirtle Callaghan & Co LLC13,787$577K0.0%-1.7%0.008%
5/12/2025 Wambolt & Associates LLC8,909$373K0.1%-2.9%0.005%
5/12/2025 WBH Advisory Inc.54,406$2.28M0.2%-2.7%0.031%
5/12/2025 Flagship Wealth Advisors LLC2,657$111K0.0%-45.0%0.002%
5/12/2025 Evernest Financial Advisors LLC5,180$217K0.1%N/A0.003%
5/9/2025 Headlands Technologies LLC2,550$107K0.0%+15.9%0.001%
5/9/2025 Citizens Financial Group Inc. RI101,850$4.26M0.1%-11.0%0.059%
5/9/2025 Cornerstone Advisors LLC688,900$28.83M1.2%-0.4%0.396%
5/9/2025 WealthShield Partners LLC12,383$518K0.1%-39.7%0.007%
5/9/2025 Legacy Capital Group California Inc.49,374$2.07M0.7%+10.1%0.028%
5/9/2025 Wealthspire Advisors LLC17,737$742K0.0%-42.0%0.010%
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5/9/2025 Associated Banc Corp24,835$1.04M0.0%+2.1%0.014%
5/9/2025 Atria Wealth Solutions Inc.75,713$3.17M0.0%+0.8%0.044%
5/9/2025 Blair William & Co. IL34,057$1.43M0.0%+14.0%0.020%
5/9/2025 Cheviot Value Management LLC900$38K0.0%N/A0.001%
5/9/2025 Bank of Nova Scotia26,990$1.13M0.0%-6.1%0.016%
5/9/2025 Banco Santander S.A.15,663$655K0.0%+15.1%0.009%
5/9/2025 PNC Financial Services Group Inc.159,262$6.67M0.0%-6.2%0.092%
5/8/2025 IFG Advisory LLC15,111$632K0.0%+7.8%0.009%
5/8/2025 TIAA Trust National Association13,957$584K0.0%-10.7%0.008%
5/8/2025 Baker Avenue Asset Management LP114,256$4.78M0.1%-32.1%0.066%
(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, 815 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 XLRE's institutional investors.

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

Of the 707 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), 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 107,012,231 shares in the last 24 months. This purchase volume represents approximately $4.35B in transactions.

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

Of the 453 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: Envestnet Asset Management Inc. ($2.70M), LPL Financial LLC ($1.54M), PNC Financial Services Group Inc. ($1.48M), Harel Insurance Investments & Financial Services Ltd. ($1.31M), 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 32,205,497 shares in the last 24 months. This volume of shares sold represents approximately $1.27B in transactions.



This page (NYSEARCA:XLRE) was last updated on 5/24/2025 by MarketBeat.com Staff
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