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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$42.31 +0.23 (+0.55%)
Closing price 04:10 PM Eastern
Extended Trading
$42.44 +0.13 (+0.30%)
As of 06:02 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)
$3.01B
Number of
Institutional Sellers
(last 12 months)
377
Total
Institutional Outflows
(last 12 months)
$1.39B
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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
8/29/2025Centaurus Financial Inc.5,266$218K0.0%+10.9%0.003%
8/27/2025 Orion Porfolio Solutions LLC57,852$2.40M0.0%-3.5%0.032%
8/26/2025 Thrivent Financial for Lutherans339,294$14.05M0.0%+1,753.2%0.187%
8/19/2025 B. Riley Wealth Advisors Inc.11,255$466K0.0%N/A0.006%
8/19/2025 Advisory Services Network LLC16,093$666K0.0%-69.6%0.009%
8/18/2025 Geneos Wealth Management Inc.62,168$2.58M0.1%-47.0%0.034%
8/16/2025 Evergreen Capital Management LLC116,015$4.81M0.1%+38.1%0.064%
8/16/2025 Headlands Technologies LLC21,146$876K0.1%+729.3%0.012%
8/15/2025 Tower Research Capital LLC TRC 28,447$1.18M0.0%-88.8%0.016%
8/15/2025 Asset Allocation Strategies LLC26,852$1.11M0.2%-21.7%0.015%
8/15/2025 Urban Financial Advisory Corp26,147$1.08M0.5%+25.0%0.014%
8/15/2025 Corient Private Wealth LLC408,024$16.90M0.0%+101.5%0.225%
8/15/2025 Equitable Holdings Inc.173,003$7.17M0.1%-22.0%0.095%
8/15/2025 Stonebridge Capital Advisors LLC340,625$14.11M1.1%+4.5%0.188%
8/15/2025 Captrust Financial Advisors10,032$416K0.0%+69.7%0.006%
8/15/2025 Blue Chip Partners LLC6,179$256K0.0%-4.6%0.003%
8/15/2025 Zuckerman Investment Group LLC38,077$1.58M0.2%+8.8%0.021%
8/15/2025 Cooksen Wealth LLC21,793$903K0.7%+33.6%0.012%
8/15/2025 Visionary Wealth Advisors25,490$1.06M0.1%+3.2%0.014%
8/15/2025 Two Sigma Securities LLC14,956$619K0.1%-78.8%0.008%
8/15/2025 Talisman Wealth Advisors LLC21,123$875K0.8%+1.5%0.012%
8/15/2025 Snowden Capital Advisors LLC8,771$363K0.0%-19.8%0.005%
8/15/2025 Redwood Financial Network Corp50,453$2.09M1.4%+4.8%0.028%
8/15/2025 Orion Porfolio Solutions LLC57,852$2.40M0.0%-3.5%0.032%
8/15/2025 MML Investors Services LLC114,231$4.73M0.0%-42.9%0.063%
8/15/2025 Modern Wealth Management LLC468,214$19.39M0.5%-23.7%0.258%
8/15/2025 IHT Wealth Management LLC117,472$4.87M0.1%-12.7%0.065%
8/15/2025 EP Wealth Advisors LLC111,809$4.63M0.0%+73.8%0.062%
8/15/2025 Benjamin Edwards Inc.13,547$561K0.0%-54.0%0.007%
8/15/2025 BlueCrest Capital Management Ltd30,098$1.25M0.0%-50.0%0.017%
8/15/2025 Bank of America Corp DE18,960,917$785.36M0.1%-0.7%10.444%
8/15/2025 Ameriprise Financial Inc.2,291,673$94.90M0.0%+71.0%1.262%
8/14/2025 CTC Alternative Strategies Ltd.78,870$3.27M2.9%N/A0.043%
8/14/2025 Raymond James Financial Inc.1,184,432$49.06M0.0%+2.5%0.652%
8/14/2025 Transamerica Financial Advisors LLC294,092$12.18M1.1%+696.5%0.162%
8/14/2025 Banco BTG Pactual S.A.54,660$2.26M0.5%+28.2%0.030%
8/14/2025 Betterment LLC18,202$754K0.0%+65.4%0.010%
8/14/2025 Quantinno Capital Management LP31,722$1.31M0.0%+15.7%0.017%
8/14/2025 Diversify Advisory Services LLC9,519$391K0.0%+9.4%0.005%
8/14/2025 Alliancebernstein L.P.337,977$14.00M0.0%+318.7%0.186%
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8/14/2025 Peapack Gladstone Financial Corp141,071$5.84M0.1%+651.9%0.078%
8/14/2025 Dearborn Partners LLC5,927$245K0.0%N/A0.003%
8/14/2025 NewEdge Advisors LLC64,412$2.67M0.0%+16.3%0.035%
8/14/2025 Qube Research & Technologies Ltd114,955$4.76M0.0%+258.3%0.063%
8/14/2025 Gerber 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%
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%
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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%
(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, 822 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 717 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 71,484,125 shares in the last 24 months. This purchase volume represents approximately $3.01B in transactions.

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

Of the 377 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 33,562,901 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 8/29/2025 by MarketBeat.com Staff
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