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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$41.25 -0.34 (-0.82%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$41.26 +0.01 (+0.01%)
As of 08/8/2025 07:03 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)
556
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
365
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Rockefeller Capital Management L.P.150,203$6.22M0.0%+13.1%0.084%
8/8/2025Kingsview Wealth Management LLC420,328$17.41M0.3%+19.6%0.235%
8/8/2025Cornerstone Advisors LLC687,100$28.46M1.0%-0.3%0.383%
8/8/2025Citizens Financial Group Inc. RI164,355$6.81M0.1%+61.4%0.092%
8/8/2025Collaborative Wealth Managment Inc.29,303$1.21M0.5%-10.4%0.016%
8/8/2025Avantax Advisory Services Inc.171,293$7.10M0.0%+6.9%0.096%
8/8/2025Cetera Investment Advisers872,949$36.16M0.1%+23.5%0.487%
8/8/2025New England Capital Financial Advisors LLC103,187$4.27M2.0%+7.2%0.058%
8/8/2025Creative Planning37,386,268$1.55B1.3%+8.3%20.863%
8/8/2025Advisory Resource Group22,093$915K0.2%+7.0%0.012%
8/8/2025Foundations 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%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.5,172$212K0.0%-23.8%0.003%
8/8/2025W.H. Cornerstone Investments Inc.6,919$287K0.2%N/A0.004%
8/8/2025Good Life Advisors LLC39,434$1.63M0.1%-4.9%0.022%
8/8/2025Atlanta Consulting Group Advisors LLC42,225$1.75M0.5%+7.3%0.024%
8/8/2025Kaizen Financial Strategies19,118$792K0.4%-2.0%0.011%
8/8/2025Hudock Inc.290,865$12.05M1.9%-1.8%0.162%
8/8/2025Bailard Inc.60,621$2.51M0.1%+3.8%0.034%
8/8/2025PNC Financial Services Group Inc.161,874$6.71M0.0%+1.6%0.090%
8/8/2025Beck Bode LLC8,152$338K0.1%-40.0%0.005%
8/8/2025SBI 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%
8/7/2025 PFG Advisors5,931$246K0.0%+9.4%0.003%
8/7/2025 Winthrop Capital Management LLC46,631$1.93M0.5%-1.3%0.026%
8/7/2025 Midwest Trust Co7,615$315K0.0%N/A0.004%
8/7/2025 Brio Consultants LLC207,864$8.61M1.3%+0.3%0.116%
8/7/2025 1ST Source Bank85,397$3.54M0.2%-1.3%0.048%
8/6/2025 Prospera Financial Services Inc59,705$2.47M0.0%-0.9%0.033%
8/6/2025 AGF Management Ltd.288,786$11.96M0.1%-37.8%0.161%
8/6/2025 AE Wealth Management LLC235,455$9.75M0.1%+35.8%0.131%
8/6/2025 Bonfire Financial9,307$385K0.3%+9.5%0.005%
8/6/2025 Penserra Capital Management LLC300,514$12.45M0.2%+2.6%0.168%
8/6/2025 KCM Investment Advisors LLC115,180$4.77M0.2%+2.0%0.064%
8/6/2025 Wedbush Securities Inc.5,883$244K0.0%-15.7%0.003%
8/6/2025 Aspect Partners LLC119,567$4.95M2.4%+3.3%0.067%
8/6/2025 Innealta Capital LLC50,432$2.09M1.1%+98.0%0.028%
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8/6/2025 Savant Capital LLC42,542$1.76M0.0%-8.0%0.024%
8/6/2025 Soltis Investment Advisors LLC6,863$284K0.0%-61.1%0.004%
8/6/2025 Paladin Advisory Group LLC63,617$2.64M2.0%-1.1%0.036%
8/6/2025 Atlantic Union Bankshares Corp60,687$2.51M0.1%N/A0.034%
8/6/2025 Simmons Bank29,090$1.21M0.1%-0.9%0.016%
8/5/2025 Fourth Dimension Wealth LLC17,482$724K0.3%+10.1%0.010%
8/5/2025 GPS Wealth Strategies Group LLC1,822$75K0.0%-49.3%0.001%
8/5/2025 Cassaday & Co Wealth Management LLC3,089,284$127.96M3.2%-0.1%1.724%
8/5/2025 Huntington National Bank15,317$634K0.0%-4.6%0.009%
8/5/2025 WorthPointe LLC6,047$250K0.1%N/A0.003%
8/5/2025 Freestone Capital Holdings LLC241,284$9.99M0.3%+6.3%0.135%
8/5/2025 Snider Financial Group10,817$448K0.1%+11.0%0.006%
8/5/2025 Sigma Planning Corp25,143$1.04M0.0%+42.8%0.014%
8/5/2025 Landmark Wealth Management Inc.4,849$201K0.1%-80.5%0.003%
8/5/2025 TIAA Trust National Association32,120$1.33M0.0%+130.1%0.018%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.1,621,738$67.17M0.8%0.0%0.905%
8/5/2025 Jessup Wealth Management Inc108,226$4.48M1.8%-3.8%0.060%
8/4/2025 AlphaStar Capital Management LLC291,031$12.06M0.8%+1,043.9%0.162%
8/4/2025 Creative Financial Designs Inc. ADV76,047$3.15M0.2%+3.8%0.042%
8/4/2025 AMG National Trust Bank11,468$475K0.0%+27.9%0.006%
8/4/2025 IFG Advisory LLC30,997$1.28M0.1%+105.1%0.017%
8/4/2025 BLB&B Advisors LLC9,383$389K0.0%-66.1%0.005%
8/4/2025 Simon Quick Advisors LLC88,783$3.68M0.1%N/A0.050%
8/4/2025 Atria Investments Inc50,066$2.07M0.0%-59.8%0.028%
8/4/2025 Assetmark Inc.1,094$45K0.0%-99.1%0.001%
8/4/2025 Keybank National Association OH196,846$8.15M0.0%-4.2%0.110%
8/4/2025 Premier Path Wealth Partners LLC48,155$2.00M0.3%+6.5%0.027%
8/4/2025 Spire Wealth Management51,331$2.12M0.1%-21.9%0.029%
8/4/2025 Arkadios Wealth Advisors18,024$747K0.0%-4.8%0.010%
8/4/2025 Flagship Harbor Advisors LLC239,101$9.90M0.5%-9.9%0.133%
8/4/2025 Econ Financial Services Corp64,663$2.68M1.4%+79.4%0.036%
8/1/2025 Auto Owners Insurance Co584,048$24.21M0.5%-95.6%0.326%
8/1/2025 James Investment Research Inc.20,693$857K0.1%-4.2%0.012%
8/1/2025 Advisory Alpha LLC963,965$39.93M1.2%-0.8%0.538%
8/1/2025 Envestnet Asset Management Inc.841,184$34.84M0.0%-14.8%0.469%
7/31/2025 Ballast Advisors LLC38,759$1.61M0.5%+5.4%0.022%
7/31/2025 Conservest Capital Advisors Inc.10,752$445K0.0%+79.6%0.006%
7/31/2025 Brighton Jones LLC7,402$307K0.0%-5.8%0.004%
7/31/2025 Rational Advisors Inc.16,714$692K0.1%-2.0%0.009%
7/31/2025 Focus Partners Advisor Solutions LLC27,737$1.15M0.0%-3.5%0.015%
7/31/2025 Ranch Capital Advisors Inc.29,579$1.23M0.5%+9.1%0.017%
7/31/2025 3EDGE Asset Management LP14,502$597K0.0%-24.2%0.008%
7/31/2025 Jackson Hole Capital Partners LLC20,519$850K0.2%+2.4%0.011%
7/31/2025 Asset Management One Co. Ltd.5,186$215K0.0%+12,865.0%0.003%
7/31/2025 Money Design Co. Ltd.676,601$28.03M1.3%+5.0%0.378%
7/31/2025 CAP Partners LLC84,010$3.48M2.2%+4.6%0.047%
7/31/2025 Prentice Wealth Management LLC66,051$2.74M0.7%-2.2%0.037%
7/30/2025 Bleakley Financial Group LLC32,731$1.36M0.0%+8.0%0.018%
7/30/2025 Rothschild Capital Partners LLC115,255$4.77M1.3%-0.9%0.064%
7/30/2025 Castle Wealth Management LLC40,678$1.69M0.6%+1.3%0.023%
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7/30/2025 Freedom Investment Management Inc.29,375$1.22M0.1%+56.9%0.016%
7/30/2025 Brookstone Capital Management59,391$2.46M0.0%-16.9%0.033%
7/30/2025 D.A. Davidson & CO.269,306$11.16M0.1%+1.9%0.150%
7/30/2025 Beech Hill Advisors Inc.5,167$214K0.1%-6.1%0.003%
7/30/2025 Pacific Sun Financial Corp31,607$1.31M0.7%-1.0%0.018%
7/30/2025 Divergent Planning LLC102,602$4.25M0.8%N/A0.057%
7/30/2025 VCI Wealth Management LLC13,915$576K0.2%+8.4%0.008%
7/30/2025 Phoenix Financial Ltd.2,324,204$96.27M1.3%-34.2%1.297%
7/30/2025 WESPAC Advisors SoCal LLC21,792$903K0.2%-2.4%0.012%
7/30/2025 First Interstate Bank177,005$7.33M0.4%-1.1%0.099%
(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 ($1.55B), Bank of America Corp DE ($800.68M), 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 714 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. ($4.50M), 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 72,094,895 shares in the last 24 months. This purchase volume represents approximately $3.03B in transactions.

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

Of the 364 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 33,197,875 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.



This page (NYSEARCA:XLRE) was last updated on 8/9/2025 by MarketBeat.com Staff
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