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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$44.64 +0.19 (+0.43%)
As of 12:02 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)
507
Total
Institutional Inflows
(last 12 months)
$2.56B
Number of
Institutional Sellers
(last 12 months)
344
Total
Institutional Outflows
(last 12 months)
$1.96B
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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
7/10/2026 JFS Wealth Advisors LLC111,322$4.90M0.2%-2.9%0.060%
7/10/2026 Orrstown Financial Services Inc.17,904$788K0.1%-5.7%0.010%
7/10/2026 KWB Wealth8,034$354K0.0%+8.8%0.004%
7/10/2026 Scott Capital Advisors LLC31,064$1.37M0.2%-5.6%0.017%
7/10/2026 Fulcrum Equity Management4,763$210K0.2%N/A0.003%
7/9/2026 Focus Financial Network Inc.12,305$542K0.0%-7.8%0.007%
7/9/2026 Capital Wealth Management LLC387,611$17.07M4.1%+6.9%0.208%
7/9/2026 Alliance Wealth Advisors LLC33,138$1.46M0.5%+13.8%0.018%
7/9/2026 Whitaker Myers Wealth Managers LTD.34,370$1.51M0.3%N/A0.018%
7/8/2026 Beacon Bank & Trust29,043$1.28M0.2%-9.4%0.016%
7/8/2026 Chesley Taft & Associates LLC78,931$3.48M0.1%+1.1%0.042%
7/8/2026 AAFMAA Wealth Management & Trust LLC58,763$2.59M0.9%+5.4%0.032%
7/8/2026 LifeGoal Investments LLC51,006$2.25M1.0%+33.1%0.027%
7/8/2026 IMZ Advisory Inc8,152$359K0.1%-9.8%0.004%
7/7/2026 Mechanics Bank Trust Department4,575$201K0.0%N/A0.002%
7/7/2026 Trust Asset Management LLC293,871$12.94M0.9%+3.0%0.158%
7/7/2026 Balefire LLC5,944$262K0.0%N/A0.003%
7/7/2026 Dynamic Advisor Solutions LLC5,947$262K0.0%N/A0.003%
7/7/2026 GAMMA Investing LLC2,636$116K0.0%+108.1%0.001%
7/7/2026 Avior Wealth Management LLC11,472$505K0.0%-7.7%0.006%
7/7/2026 Waller Financial Planning Group Inc.57,904$2.55M0.5%-24.0%0.031%
7/7/2026 CoreCap Advisors LLC40,422$1.78M0.1%+73.9%0.022%
7/7/2026 City Center Advisors LLC7,229$318K0.3%N/A0.004%
7/6/2026 Bangor Savings Bank1,448$64K0.0%+34.0%0.001%
7/6/2026 Trilogy Capital Inc.4,580$202K0.0%-18.3%0.002%
7/2/2026 CX Institutional50,731$2.23M0.1%-1.6%0.028%
6/23/2026Ballast Advisors LLC43,705$1.78M0.5%+6.6%0.024%
6/18/2026Western Wealth Management LLC102,797$4.20M0.2%+12.6%0.057%
6/8/2026Pine Valley Investments Ltd Liability Co8,471$346K0.0%+9.2%0.005%
6/3/2026NewEdge Advisors LLC66,723$2.72M0.0%-8.5%0.037%
6/1/2026Foguth Wealth Management LLC.163,092$7.17M0.9%-12.9%0.091%
5/28/2026Blue Fin Capital Inc.10,282$420K0.1%+15.6%0.006%
5/20/2026SOA Wealth Advisors LLC.1,067$44K0.0%-30.6%0.001%
5/20/2026Norris Financial Group LLC101,930$4.16M1.4%N/A0.057%
5/19/2026Western Wealth Management LLC102,797$4.20M0.2%+12.6%0.057%
5/19/2026NewEdge Advisors LLC20,640$843K0.0%-71.7%0.012%
5/19/2026Bank of America Corp DE7,179,190$293.13M0.0%-63.8%4.012%
5/19/2026Edgestream Partners L.P.14,725$601K0.0%N/A0.008%
5/19/2026Chesapeake Wealth Management15,862$648K0.2%-15.6%0.009%
5/19/2026Centaurus Financial Inc.6,598$269K0.0%+13.1%0.004%
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5/19/2026Arkadios Wealth Advisors29,769$1.22M0.0%+20.4%0.017%
5/18/2026Talon Private Wealth LLC113,303$4.63M0.6%N/A0.063%
5/18/2026Readystate Asset Management LP40,577$1.66M0.1%N/A0.023%
5/18/2026Royal Bank of Canada716,755$29.26M0.0%+21.1%0.401%
5/16/2026KCM Investment Advisors LLC133,268$5.44M0.2%-2.4%0.074%
5/16/2026Glen Eagle Advisors LLC1,580$65K0.0%+22.9%0.001%
5/16/2026Quantinno Capital Management LP59,566$2.43M0.0%+49.4%0.033%
5/15/2026Gateway Wealth Partners LLC7,070$289K0.0%-28.3%0.004%
5/15/2026Blue Chip Partners LLC26,540$1.08M0.1%-83.5%0.015%
5/15/2026Waverly Advisors LLC145,628$5.95M0.0%+24.1%0.081%
5/15/2026Stadion Money Management LLC133,733$5.46M0.5%-76.7%0.075%
5/14/2026Hilltop Holdings Inc.20,627$842K0.1%+63.3%0.012%
5/14/2026Compound Planning Inc.15,149$619K0.0%-82.1%0.008%
5/14/2026Modern Wealth Management LLC27,658$1.13M0.0%-81.3%0.015%
5/14/2026Spahn Wealth & Retirement LLC68,737$2.81M3.6%N/A0.038%
5/14/2026American Financial Advisors LLC238,717$9.75M1.3%-1.9%0.133%
5/14/2026Lido Advisors LLC22,016$899K0.0%-51.0%0.012%
5/13/2026Cetera Investment Advisers1,373,623$56.09M0.1%+6.2%0.768%
5/13/2026Aureus Asset Management LLC10,000$408K0.0%N/A0.006%
5/13/2026Dynamic Wealth Strategies LLC1,900$78K0.0%+850.0%0.001%
5/13/2026Prestige Wealth Management Group LLC4,125$168K0.0%N/A0.002%
5/13/2026First Trust Advisors LP25,331$1.03M0.0%+1.2%0.014%
5/12/2026CacheTech Inc.119,190$4.87M0.9%-3.6%0.067%
5/8/2026Pacific Sun Financial Corp37,254$1.52M0.7%+7.4%0.021%
5/8/2026PNC Financial Services Group Inc.194,451$7.94M0.0%+40.8%0.109%
5/8/2026Cassaday & Co Wealth Management LLC3,321,533$135.62M2.9%+1.6%1.856%
5/7/2026Florida Financial Advisors LLC7,926$324K0.1%N/A0.004%
5/7/2026Swan Global Investments LLC104,403$4.26M0.1%-23.1%0.058%
5/7/2026Lowe Brockenbrough & Co. Inc.6,250$255K0.0%-10.4%0.003%
5/7/2026Nelson Capital Management LLC102,602$4.19M0.5%+0.8%0.057%
5/7/2026Marshall & Sterling Wealth Advisors Inc.10,587$432K0.3%+4.9%0.006%
5/7/2026Liberty Square Wealth Partners LLC15,554$635K0.2%-4.6%0.009%
5/7/2026Tandem Wealth Advisors LLC12,215$499K0.2%+5.0%0.007%
5/6/2026Ranch Capital Advisors Inc.31,845$1.30M0.5%+3.9%0.018%
5/6/2026Centennial Bank AR 44,127$1.80M0.6%+2.2%0.025%
5/6/2026Simon Quick Advisors LLC101,379$4.14M0.2%+14.2%0.057%
5/6/2026Cornerstone Planning Group LLC31,719$1.40M0.2%-3.1%0.018%
5/6/2026Townsend Asset Management Corp NC ADV705$29K0.0%N/A0.000%
5/6/2026Assetmark Inc.2,103$86K0.0%-46.2%0.001%
5/6/2026PeakShares LLC25,362$1.04M1.0%+3.2%0.014%
5/6/2026Gallacher Capital Management LLC9,104$372K0.1%-35.8%0.005%
5/6/2026Angeles Wealth Management LLC1,440$59K0.0%+783.4%0.001%
5/6/2026Bessemer Group Inc.4,815$197K0.0%+1,324.6%0.003%
5/6/2026Thayer Partners LLC MA33,125$1.35M0.6%+5.5%0.019%
5/6/2026Independent Financial Group LLC10,551$431K0.0%N/A0.006%
5/5/2026D.A. Davidson & CO.181,505$7.41M0.0%+25.5%0.101%
5/5/2026Bank of New York Mellon Corp8,544$349K0.0%-76.9%0.005%
5/5/2026Collaborative Wealth Managment Inc.6,552$268K0.1%-63.0%0.004%
5/5/2026Geneos Wealth Management Inc.25,250$1.03M0.0%-4.5%0.014%
5/5/2026Harel Insurance Investments & Financial Services Ltd.17,844$726K0.0%+2.5%0.010%
The 1934 playbook (Ad)

In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.Trump holds that same legal authority today. Advisors close to the administration believe he may use it.If he does, the transfer moves fast. The window to position yourself on the right side is already closing.tc pixel

Get the free report now
5/5/2026Sanctuary Advisors LLC130,564$5.33M0.0%-21.9%0.073%
5/5/2026Conservest Capital Advisors Inc.14,195$580K0.1%-46.9%0.008%
5/5/20261ST Source Bank75,551$3.09M0.2%-6.5%0.042%
5/5/2026Nwam LLC7,573$309K0.0%+3.7%0.004%
5/4/2026AMG National Trust Bank18,112$739K0.0%+26.3%0.010%
5/4/2026Bleakley Financial Group LLC30,196$1.23M0.0%-4.2%0.017%
5/4/2026One Wealth Map LLC29,963$1.33M0.6%+1.1%0.017%
5/2/2026CAP Partners LLC103,924$4.24M2.4%+6.8%0.058%
5/2/2026International Assets Investment Management LLC6,980$286K0.0%+487.0%0.004%
5/2/2026Associated Banc Corp26,128$1.07M0.0%+4.6%0.015%


XLRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 861 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 766 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 62,692,283 shares in the last 24 months. This purchase volume represents approximately $2.56B in transactions.

Of the 344 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 ($12.97M), Auto Owners Insurance Co ($12.77M), Phoenix Financial Ltd. ($4.84M), Harel Insurance Investments & Financial Services Ltd. ($1.61M), Royal Bank of Canada ($1.42M), Osaic Holdings Inc. ($1.00M), and JPMorgan Chase & Co. ($764.76K).

Institutional investors have sold a total of 47,833,448 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 7/13/2026 by MarketBeat.com Staff.
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