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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$40.85 +0.17 (+0.43%)
As of 01:06 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
470
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$1.27B
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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
9/22/2026State Street Corp58,324$2.57M0.0%-4.4%0.030%
9/11/2026Talon Private Wealth LLC158,000$6.96M0.8%+39.4%0.083%
9/9/2026Sequoia Financial Advisors LLC8,187$360K0.0%-14.7%0.004%
9/9/2026MCF Advisors LLC116,728$5.14M0.2%+1,459,000.0%0.061%
9/9/2026Arlington Capital Management Inc.11,377$501K0.3%-18.1%0.006%
9/9/2026BlueCrest Capital Management Ltd4,672$206K0.0%N/A0.002%
9/9/2026Capital Analysts LLC14,285$629K0.0%-4.8%0.007%
9/9/2026Integrated Wealth Concepts LLC15,565$685K0.0%-7.4%0.008%
9/9/2026RFG Advisory LLC41,707$1.84M0.0%+4.3%0.022%
9/9/2026NewEdge Advisors LLC69,586$3.06M0.0%+4.3%0.036%
9/9/2026IFP Advisors Inc8,395$370K0.0%+11.5%0.004%
9/9/2026Baird Financial Group Inc.1,282,055$56.45M0.1%-0.5%0.671%
9/8/2026Hudock Inc.335,466$14.77M1.9%+0.4%0.176%
9/8/2026Allworth Financial LP303,071$13.34M0.1%-8.4%0.159%
9/8/2026Powerhouse Assets LLC10,413$459K0.4%-65.9%0.005%
9/8/2026Waverly Advisors LLC276,975$12.20M0.1%+90.2%0.145%
8/27/2026Corient Private Wealth LP134,635$5.93M0.0%-18.6%0.070%
8/26/2026HighTower Advisors LLC570,721$25.13M0.0%+3.5%0.299%
8/23/2026Ameritas Advisory Services LLC419,820$18.49M0.4%+43.3%0.220%
8/23/2026Straight Path Wealth Management5,965$263K0.1%N/A0.003%
8/23/2026Kintra Wealth LLC4,926$222K0.0%N/A0.003%
8/23/2026HB Wealth Management LLC15,212$670K0.0%+129.0%0.008%
8/23/2026Asset Allocation Strategies LLC15,376$677K0.1%-2.2%0.008%
8/22/2026Compass Financial Management LLC2,222$100K0.0%N/A0.001%
8/22/2026Highland Investment Advisors LLC1,237$54K0.0%N/A0.001%
8/22/2026Premier Path Wealth Partners LLC35,683$1.57M0.2%-10.7%0.019%
8/22/2026Concurrent Investment Advisors LLC42,509$1.87M0.0%+26.0%0.022%
8/21/2026Continuum Advisory LLC1,156$51K0.0%N/A0.001%
8/21/2026Atticus Wealth Management LLC4,651$205K0.0%-10.7%0.002%
8/21/2026Chesapeake Wealth Management14,312$630K0.2%-9.8%0.007%
8/21/2026Capital Wealth Management LLC387,611$17.07M3.5%+6.9%0.203%
8/20/2026Nwam LLC8,163$359K0.0%+7.8%0.004%
8/20/2026Piedmont Capital Management LLC4,720$209K0.1%N/A0.002%
8/20/2026Rothschild Capital Partners LLC115,531$5.09M1.2%+19.3%0.060%
8/20/2026RPg Family Wealth Advisory LLC69,863$3.08M0.5%+10.9%0.037%
8/20/2026Risk Paradigm Group LLC69,664$3.07M2.0%+10.7%0.036%
8/20/2026Headlands Technologies LLC8,271$364K0.0%N/A0.004%
8/20/2026Sigma Planning Corp14,884$655K0.0%-6.1%0.008%
8/20/2026Benjamin Edwards Inc.79,693$3.51M0.0%+20.0%0.042%
8/20/2026IMC Chicago LLC37,734$1.66M0.0%-101.5%0.020%
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8/20/2026Northwestern Mutual Wealth Management Co.67,280$2.96M0.0%+106.2%0.035%
8/20/2026Wedbush Securities Inc.8,825$389K0.0%+5.8%0.005%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,240$319K0.0%-93.1%0.004%
8/19/2026Hsbc Holdings PLC5,437$240K0.0%-16.4%0.003%
8/17/2026Corient Private Wealth LP129,564$5.71M0.0%-21.7%0.068%
8/14/2026Hsbc Holdings PLC5,437$240K0.0%-16.4%0.003%
8/14/2026Jones Financial Companies Lllp115,978$5.25M0.0%+36.1%0.061%
8/14/2026Fiduciary Financial Advisors991$44K0.0%N/A0.001%
8/14/2026Visionary Wealth Advisors8,632$380K0.0%-17.4%0.005%
8/14/2026Cullen Capital Management LLC13,645$601K0.0%-69.0%0.007%
8/13/2026True Freedom Investing LLC101,235$4.13M0.3%-4.8%0.053%
8/12/2026Compass Financial Management LLC2,222$100K0.0%N/A0.001%
8/12/2026Commerce Bank8,059$355K0.0%-6.9%0.004%
8/12/2026Northwestern Mutual Wealth Management Co.67,280$2.96M0.0%+106.2%0.035%
8/11/2026Allworth Financial LP303,071$13.34M0.1%-8.4%0.159%
8/11/2026Vise Technologies Inc.11,868$523K0.0%+5.5%0.006%
8/11/2026Toews Corp ADV9,400$414K0.1%N/A0.005%
8/11/2026United Bank12,125$534K0.2%-33.8%0.006%
8/10/2026NewEdge Wealth LLC4,950$218K0.0%N/A0.003%
8/10/2026Empirical Asset Management LLC66,438$2.93M0.7%+15.6%0.035%
8/10/2026Pacific Sun Financial Corp38,269$1.69M0.7%+2.7%0.020%
8/10/2026Diversify Advisory Services LLC8,820$404K0.0%N/A0.005%
8/8/2026Foster & Motley Inc.81,266$3.58M0.2%N/A0.043%
8/3/2026Beacon Bank & Trust29,043$1.28M0.1%-9.4%0.015%
7/25/2026Fortis Group Advisors LLC126,841$5.59M0.9%+53.9%0.067%
7/25/2026Farmers & Merchants Trust Co of Chambersburg PA75,289$3.32M0.8%+0.6%0.040%
7/25/2026Townsend Asset Management Corp NC ADV1,987$87K0.0%+181.8%0.001%
7/25/2026Nelson Capital Management LLC97,351$4.29M0.5%-5.1%0.051%
7/25/2026James Investment Research Inc.15,486$682K0.1%-1.6%0.008%
7/25/2026Pine Valley Investments Ltd Liability Co9,372$413K0.0%+10.6%0.005%
7/24/2026D.A. Davidson & CO.177,213$7.80M0.0%-2.4%0.093%
7/24/2026Benjamin Edwards Inc.79,693$3.51M0.0%+20.0%0.042%
7/24/2026Surience Private Wealth LLC102,287$4.50M4.0%-6.9%0.054%
7/24/2026EverSource Wealth Advisors LLC663$29K0.0%-33.2%0.000%
7/24/2026Fairway Wealth LLC15,137$666K0.2%+2.0%0.008%
7/24/2026Powerhouse Assets LLC10,413$459K0.4%-65.9%0.005%
7/24/2026Griffin Asset Management Inc.7,110$313K0.0%N/A0.004%
7/23/2026PFG Investments LLC8,310$366K0.0%+3.0%0.004%
7/23/2026Foronjy Financial LLC26,837$1.18M0.4%-23.5%0.014%
7/23/2026Capital Investment Advisory Services LLC20,469$901K0.1%-30.2%0.011%
7/23/2026Mosley Wealth Management622$27K0.0%-51.7%0.000%
7/23/2026Cornerstone Wealth Management LLC18,567$818K0.0%+3.7%0.010%
7/23/2026VSM Wealth Advisory LLC8,453$372K0.1%+5.6%0.004%
7/23/2026SBI Securities Co. Ltd.14,357$632K0.0%+4.3%0.008%
7/23/2026Atlatl Advisers LLC53,789$2.37M0.6%N/A0.028%
7/22/2026Exchange Traded Concepts LLC16,849$742K0.0%+1,350.0%0.009%
7/22/2026Synergy Asset Management LLC8,788$387K0.0%N/A0.005%
7/22/2026Drive Wealth Management LLC10,294$453K0.1%N/A0.005%
7/21/2026Legacy Private Trust Co.106,377$4.68M0.3%-1.7%0.056%
7/21/2026SOA Wealth Advisors LLC.786$35K0.0%-26.3%0.000%
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7/21/2026Arkansas Financial Group Inc.135,858$5.98M0.8%+3.3%0.072%
7/21/2026First United Bank & Trust3,223$142K0.0%+58.2%0.002%
7/21/2026Sound Income Strategies LLC42,566$1.87M0.1%-2.2%0.023%
7/21/2026IFP Advisors Inc8,395$370K0.0%+11.5%0.004%
7/21/2026FLC Capital Advisors128,638$5.66M0.9%+6.1%0.068%
7/20/2026Sowell Financial Services LLC22,532$992K0.0%-10.0%0.012%
7/14/2026Trust Asset Management LLC293,871$12.94M0.5%+3.0%0.157%
7/10/2026JFS Wealth Advisors LLC111,322$4.90M0.2%-2.9%0.060%
7/10/2026Orrstown Financial Services Inc.17,904$788K0.1%-5.7%0.010%
7/10/2026KWB Wealth8,034$354K0.0%+8.8%0.004%


XLRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 862 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 ($293.13M), 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 758 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), Simplex Trading LLC ($10.02M), Creative Planning ($7.95M), JPMorgan Chase & Co. ($4.19M), Phoenix Financial Ltd. ($3.50M), IMC Chicago LLC ($3.23M), and Raymond James Financial Inc. ($2.61M).

Institutional investors have bought a total of 58,130,619 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

Of the 293 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: Bank of America Corp DE ($12.84M), Phoenix Financial Ltd. ($3.63M), Harel Insurance Investments & Financial Services Ltd. ($1.61M), Royal Bank of Canada ($1.42M), Osaic Holdings Inc. ($952.33K), JPMorgan Chase & Co. ($752.13K), and Means Investment CO. Inc. ($666.93K).

Institutional investors have sold a total of 31,007,997 shares in the last 24 months. This volume of shares sold represents approximately $1.27B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XLRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/22/2026. New 13F filings are added each quarter as they're published.
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