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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$44.62 +0.06 (+0.12%)
As of 02:32 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)
510
Total
Institutional Inflows
(last 12 months)
$2.74B
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$1.43B
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Skip Chart & View Institutional Buying and Selling Data

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
5/12/2026CacheTech Inc.119,190$4.87M0.9%-3.6%0.067%
5/8/2026 Pacific Sun Financial Corp37,254$1.52M0.7%+7.4%0.021%
5/8/2026 PNC Financial Services Group Inc.194,451$7.94M0.0%+40.8%0.109%
5/8/2026 Cassaday & Co Wealth Management LLC3,321,533$135.62M2.9%+1.6%1.856%
5/7/2026 Florida Financial Advisors LLC7,926$324K0.1%N/A0.004%
5/7/2026 Swan Global Investments LLC104,403$4.26M0.1%-23.1%0.058%
5/7/2026 Lowe Brockenbrough & Co. Inc.6,250$255K0.0%-10.4%0.003%
5/7/2026 Nelson Capital Management LLC102,602$4.19M0.5%+0.8%0.057%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.10,587$432K0.3%+4.9%0.006%
5/7/2026 Liberty Square Wealth Partners LLC15,554$635K0.2%-4.6%0.009%
5/7/2026 Tandem Wealth Advisors LLC12,215$499K0.2%+5.0%0.007%
5/6/2026 Ranch Capital Advisors Inc.31,845$1.30M0.5%+3.9%0.018%
5/6/2026 Centennial Bank AR 44,127$1.80M0.6%+2.2%0.025%
5/6/2026 Simon Quick Advisors LLC101,379$4.14M0.2%+14.2%0.057%
5/6/2026 Cornerstone Planning Group LLC31,719$1.40M0.2%-3.1%0.018%
5/6/2026 Townsend Asset Management Corp NC ADV705$29K0.0%N/A0.000%
5/6/2026 Assetmark Inc.2,103$86K0.0%-46.2%0.001%
5/6/2026 PeakShares LLC25,362$1.04M1.0%+3.2%0.014%
5/6/2026 Gallacher Capital Management LLC9,104$372K0.1%-35.8%0.005%
5/6/2026 Angeles Wealth Management LLC1,440$59K0.0%+783.4%0.001%
5/6/2026 Bessemer Group Inc.4,815$197K0.0%+1,324.6%0.003%
5/6/2026 Thayer Partners LLC MA33,125$1.35M0.6%+5.5%0.019%
5/6/2026 Independent Financial Group LLC10,551$431K0.0%N/A0.006%
5/5/2026 D.A. Davidson & CO.181,505$7.41M0.0%+25.5%0.101%
5/5/2026 Bank of New York Mellon Corp8,544$349K0.0%-76.9%0.005%
5/5/2026 Collaborative Wealth Managment Inc.6,552$268K0.1%-63.0%0.004%
5/5/2026 Geneos Wealth Management Inc.25,250$1.03M0.0%-4.5%0.014%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.17,844$726K0.0%+2.5%0.010%
5/5/2026 Sanctuary Advisors LLC130,564$5.33M0.0%-21.9%0.073%
5/5/2026 Conservest Capital Advisors Inc.14,195$580K0.1%-46.9%0.008%
5/5/2026 1ST Source Bank75,551$3.09M0.2%-6.5%0.042%
5/5/2026 Nwam LLC7,573$309K0.0%+3.7%0.004%
5/4/2026 AMG National Trust Bank18,112$739K0.0%+26.3%0.010%
5/4/2026 Bleakley Financial Group LLC30,196$1.23M0.0%-4.2%0.017%
5/4/2026 One Wealth Map LLC29,963$1.33M0.6%+1.1%0.017%
5/2/2026 CAP Partners LLC103,924$4.24M2.4%+6.8%0.058%
5/2/2026 International Assets Investment Management LLC6,980$286K0.0%+487.0%0.004%
5/2/2026 Associated Banc Corp26,128$1.07M0.0%+4.6%0.015%
5/2/2026 Arlington Capital Management Inc.13,898$567K0.3%N/A0.008%
5/2/2026 United Bank18,312$748K0.2%-79.6%0.010%
5/2/2026 Diversify Wealth Management LLC8,687$379K0.0%N/A0.005%
5/2/2026 Valmark Advisers Inc.15,493$633K0.0%+3.4%0.009%
5/2/2026 Carnegie Investment Counsel7,048$288K0.0%+15.8%0.004%
5/1/2026 Kaizen Financial Strategies18,934$829K0.4%-13.6%0.011%
5/1/2026 Castle Wealth Management LLC40,035$1.64M0.5%-6.4%0.022%
5/1/2026 Ferguson Wellman Capital Management Inc.18,356$749K0.0%+113.9%0.010%
5/1/2026 Citizens Financial Group Inc. RI102,373$4.18M0.1%-2.3%0.057%
5/1/2026 Fifth Third Bancorp81,004$3.31M0.0%+104.8%0.045%
5/1/2026 Sovran Advisors LLC6,188$275K0.0%-17.8%0.003%
5/1/2026 WealthShield Partners LLC3,981$163K0.0%-62.2%0.002%
5/1/2026 Independence Bank of Kentucky10,078$411K0.1%+3.7%0.006%
5/1/2026 Paladin Advisory Group LLC65,108$2.66M2.0%-1.3%0.037%
4/30/2026 Hsbc Holdings PLC6,502$266K0.0%+21.3%0.004%
4/30/2026 Elevated Capital Advisors LLC5,060$207K0.1%+72.5%0.003%
4/30/2026 Valued Wealth Advisors LLC8,735$357K0.1%N/A0.005%
4/30/2026 Mosaic Family Wealth Partners LLC5,345$218K0.0%N/A0.003%
4/30/2026 Kestra Advisory Services LLC36,863$1.51M0.0%+3.5%0.021%
4/30/2026 ES4 LLC12,930$528K0.3%+34.3%0.007%
4/30/2026 Personal CFO Solutions LLC18,745$765K0.1%+8.4%0.011%
4/30/2026 Cooksen Wealth LLC25,541$1.04M0.8%+2.5%0.014%
4/30/2026 First Interstate Bank164,463$6.72M0.4%-3.9%0.092%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA74,849$3.06M0.8%-0.6%0.042%
4/29/2026 Impact Investors Inc23,202$947K0.7%+25.6%0.013%
4/29/2026 Montag A & Associates Inc.954$39K0.0%-52.0%0.001%
4/29/2026 Meitav Investment House Ltd.448,499$18.31M0.2%-21.0%0.252%
4/29/2026 United Asset Strategies Inc.9,730$397K0.0%+3.9%0.005%
4/29/2026 Integrated Advisors Network LLC15,841$647K0.0%+3.9%0.009%
4/29/2026 Beacon Bank & Trust32,072$1.31M0.3%-15.8%0.018%
4/28/2026 Whittier Trust Co. of Nevada Inc.5,299$221K0.0%-12.6%0.003%
4/28/2026 Ascentis Independent Advisors12,563$513K0.0%+27.9%0.007%
4/28/2026 Stephens Inc. AR52,912$2.16M0.0%+1.4%0.030%
4/28/2026 Berger Financial Group Inc12,744$520K0.0%-2.2%0.007%
4/28/2026 NBT Bank N A NY61,181$2.50M0.2%+1.6%0.034%
4/28/2026 Howe & Rusling Inc.8,774$358K0.0%+30.3%0.005%
4/28/2026 WBH Advisory Inc.53,311$2.18M0.2%+1.6%0.030%
4/27/2026 Burford Brothers Inc.15,196$620K0.3%+2.1%0.008%
4/27/2026 HB Wealth Management LLC6,643$271K0.0%-5.6%0.004%
4/27/2026 Plimoth Trust Co. LLC7,012$286K0.1%+6.4%0.004%
4/27/2026 PFG Investments LLC8,071$330K0.0%+5.2%0.005%
4/27/2026 Turtle Creek Wealth Advisors LLC1,112$45K0.0%N/A0.001%
4/27/2026 Sierra Summit Advisors LLC27,846$1.14M0.2%+53.1%0.016%
4/27/2026 Private Advisor Group LLC133,095$5.43M0.0%-65.2%0.074%
4/27/2026 Elevation Point Wealth Partners LLC19,482$795K0.0%N/A0.011%
4/27/2026 Sound Income Strategies LLC43,502$1.78M0.1%-3.9%0.024%
4/27/2026 Prasad Wealth Partners LLC5,349$218K0.1%-9.8%0.003%
4/25/2026 Keybank National Association OH186,399$7.61M0.0%-0.2%0.104%
4/25/2026 KPP Advisory Services LLC5,991$245K0.0%N/A0.003%
4/25/2026 Innova Wealth Partners6,517$266K0.1%+6.4%0.004%
4/24/2026 Root Financial Partners LLC1,469$60K0.0%+14,590.0%0.001%
4/24/2026 Petros Family Wealth LLC5,803$237K0.2%+5.8%0.003%
4/24/2026 James Investment Research Inc.15,735$642K0.1%-8.5%0.009%
4/24/2026 Essex LLC7,172$293K0.1%+11.6%0.004%
4/24/2026 DeLarme Wealth Management Inc.5,403$221K0.1%N/A0.003%
4/23/2026 Premier Path Wealth Partners LLC39,948$1.63M0.2%-13.7%0.022%
4/23/2026 Flagstar Advisors Inc.6,831$279K0.1%-9.4%0.004%
4/23/2026 Moss Adams Wealth Advisors LLC1,589,587$64.90M4.7%+4.6%0.887%
4/23/2026 Simmons Bank31,003$1.27M0.1%+10.9%0.017%
4/23/2026 Asset Allocation Strategies LLC15,727$642K0.1%-3.0%0.009%
4/23/2026 Orange Investment Advisors Inc.35,994$1.47M0.2%+4.4%0.020%
4/22/2026 Chemung Canal Trust Co.33,619$1.37M0.3%-9.0%0.019%


XLRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 858 institutional investors and hedge funds held shares of Real Estate Select Sector SPDR Fund. The most heavily invested institutionals were Creative Planning ($1.71B), Auto Owners Insurance Co ($1.25B), Bank of America Corp DE ($791.76M), Morgan Stanley ($261.36M), LPL Financial LLC ($161.72M), Wells Fargo & Company MN ($156.75M), and BNP Paribas Financial Markets ($151.13M).Learn more on Real Estate Select Sector SPDR Fund's institutional investors.

Of the 762 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: Auto Owners Insurance Co ($42.93M), Creative Planning ($10.90M), Simplex Trading LLC ($10.02M), JPMorgan Chase & Co. ($4.19M), Phoenix Financial Ltd. ($3.50M), Raymond James Financial Inc. ($2.61M), and Wells Fargo & Company MN ($2.34M).

Institutional investors have bought a total of 66,807,090 shares in the last 24 months. This purchase volume represents approximately $2.74B in transactions.

Of the 358 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), Phoenix Financial Ltd. ($4.84M), Harel Insurance Investments & Financial Services Ltd. ($1.61M), Royal Bank of Canada ($1.53M), Osaic Holdings Inc. ($1.00M), JPMorgan Chase & Co. ($764.76K), and Means Investment CO. Inc. ($666.93K).

Institutional investors have sold a total of 34,840,023 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 5/12/2026 by MarketBeat.com Staff.
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