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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$45.08 0.00 (0.00%)
As of 08/21/2026 04:10 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)
466
Total
Institutional Inflows
(last 12 months)
$2.39B
Number of
Institutional Sellers
(last 12 months)
289
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
8/22/2026 Compass Financial Management LLC2,222$100K0.0%N/A0.001%
8/22/2026 Highland Investment Advisors LLC1,237$54K0.0%N/A0.001%
8/22/2026 Premier Path Wealth Partners LLC35,683$1.57M0.2%-10.7%0.019%
8/22/2026 Concurrent Investment Advisors LLC42,509$1.87M0.0%+26.0%0.022%
8/21/2026 Continuum Advisory LLC1,156$51K0.0%N/A0.001%
8/21/2026 Atticus Wealth Management LLC4,651$205K0.0%-10.7%0.002%
8/21/2026 Chesapeake Wealth Management14,312$630K0.2%-9.8%0.007%
8/21/2026 Capital Wealth Management LLC387,611$17.07M3.5%+6.9%0.203%
8/20/2026 Nwam LLC8,163$359K0.0%+7.8%0.004%
8/20/2026 Piedmont Capital Management LLC4,720$209K0.1%N/A0.002%
8/20/2026 Rothschild Capital Partners LLC115,531$5.09M1.2%+19.3%0.060%
8/20/2026 RPg Family Wealth Advisory LLC69,863$3.08M0.5%+10.9%0.037%
8/20/2026 Risk Paradigm Group LLC69,664$3.07M2.0%+10.7%0.036%
8/20/2026 Headlands Technologies LLC8,271$364K0.0%N/A0.004%
8/20/2026 Sigma Planning Corp14,884$655K0.0%-6.1%0.008%
8/20/2026 Benjamin Edwards Inc.79,693$3.51M0.0%+20.0%0.042%
8/20/2026 IMC Chicago LLC37,734$1.66M0.0%-101.5%0.020%
8/20/2026 Northwestern Mutual Wealth Management Co.67,280$2.96M0.0%+106.2%0.035%
8/20/2026 Wedbush Securities Inc.8,825$389K0.0%+5.8%0.005%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,240$319K0.0%-93.1%0.004%
8/19/2026 Hsbc Holdings PLC5,437$240K0.0%-16.4%0.003%
8/17/2026 Corient Private Wealth LP129,564$5.71M0.0%-21.7%0.068%
8/14/2026 Hsbc Holdings PLC5,437$240K0.0%-16.4%0.003%
8/14/2026 Jones Financial Companies Lllp115,978$5.25M0.0%+36.1%0.061%
8/14/2026 Fiduciary Financial Advisors991$44K0.0%N/A0.001%
8/14/2026 Visionary Wealth Advisors8,632$380K0.0%-17.4%0.005%
8/14/2026 Cullen Capital Management LLC13,645$601K0.0%-69.0%0.007%
8/13/2026 True Freedom Investing LLC101,235$4.13M0.3%-4.8%0.053%
8/12/2026 Compass Financial Management LLC2,222$100K0.0%N/A0.001%
8/12/2026 Commerce Bank8,059$355K0.0%-6.9%0.004%
8/12/2026 Northwestern Mutual Wealth Management Co.67,280$2.96M0.0%+106.2%0.035%
8/11/2026 Allworth Financial LP303,071$13.34M0.1%-8.4%0.159%
8/11/2026 Vise Technologies Inc.11,868$523K0.0%+5.5%0.006%
8/11/2026 Toews Corp ADV9,400$414K0.1%N/A0.005%
8/11/2026 United Bank12,125$534K0.2%-33.8%0.006%
8/10/2026 NewEdge Wealth LLC4,950$218K0.0%N/A0.003%
8/10/2026 Empirical Asset Management LLC66,438$2.93M0.7%+15.6%0.035%
8/10/2026 Pacific Sun Financial Corp38,269$1.69M0.7%+2.7%0.020%
8/10/2026 Diversify Advisory Services LLC8,820$404K0.0%N/A0.005%
8/8/2026 Foster & Motley Inc.81,266$3.58M0.2%N/A0.043%
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8/3/2026 Beacon Bank & Trust29,043$1.28M0.1%-9.4%0.015%
7/25/2026 Fortis Group Advisors LLC126,841$5.59M0.9%+53.9%0.067%
7/25/2026 Farmers & Merchants Trust Co of Chambersburg PA75,289$3.32M0.8%+0.6%0.040%
7/25/2026 Townsend Asset Management Corp NC ADV1,987$87K0.0%+181.8%0.001%
7/25/2026 Nelson Capital Management LLC97,351$4.29M0.5%-5.1%0.051%
7/25/2026 James Investment Research Inc.15,486$682K0.1%-1.6%0.008%
7/25/2026 Pine Valley Investments Ltd Liability Co9,372$413K0.0%+10.6%0.005%
7/24/2026 D.A. Davidson & CO.177,213$7.80M0.0%-2.4%0.093%
7/24/2026 Benjamin Edwards Inc.79,693$3.51M0.0%+20.0%0.042%
7/24/2026 Surience Private Wealth LLC102,287$4.50M4.0%-6.9%0.054%
7/24/2026 EverSource Wealth Advisors LLC663$29K0.0%-33.2%0.000%
7/24/2026 Fairway Wealth LLC15,137$666K0.2%+2.0%0.008%
7/24/2026 Powerhouse Assets LLC10,413$459K0.4%-65.9%0.005%
7/24/2026 Griffin Asset Management Inc.7,110$313K0.0%N/A0.004%
7/23/2026 PFG Investments LLC8,310$366K0.0%+3.0%0.004%
7/23/2026 Foronjy Financial LLC26,837$1.18M0.4%-23.5%0.014%
7/23/2026 Capital Investment Advisory Services LLC20,469$901K0.1%-30.2%0.011%
7/23/2026 Mosley Wealth Management622$27K0.0%-51.7%0.000%
7/23/2026 Cornerstone Wealth Management LLC18,567$818K0.0%+3.7%0.010%
7/23/2026 VSM Wealth Advisory LLC8,453$372K0.1%+5.6%0.004%
7/23/2026 SBI Securities Co. Ltd.14,357$632K0.0%+4.3%0.008%
7/23/2026 Atlatl Advisers LLC53,789$2.37M0.6%N/A0.028%
7/22/2026 Exchange Traded Concepts LLC16,849$742K0.0%+1,350.0%0.009%
7/22/2026 Synergy Asset Management LLC8,788$387K0.0%N/A0.005%
7/22/2026 Drive Wealth Management LLC10,294$453K0.1%N/A0.005%
7/21/2026 Legacy Private Trust Co.106,377$4.68M0.3%-1.7%0.056%
7/21/2026 SOA Wealth Advisors LLC.786$35K0.0%-26.3%0.000%
7/21/2026 Arkansas Financial Group Inc.135,858$5.98M0.8%+3.3%0.072%
7/21/2026 First United Bank & Trust3,223$142K0.0%+58.2%0.002%
7/21/2026 Sound Income Strategies LLC42,566$1.87M0.1%-2.2%0.023%
7/21/2026 IFP Advisors Inc8,395$370K0.0%+11.5%0.004%
7/21/2026 FLC Capital Advisors128,638$5.66M0.9%+6.1%0.068%
7/20/2026 Sowell Financial Services LLC22,532$992K0.0%-10.0%0.012%
7/14/2026 Trust Asset Management LLC293,871$12.94M0.5%+3.0%0.157%
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%
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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%


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 ($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 754 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 58,265,303 shares in the last 24 months. This purchase volume represents approximately $2.39B in transactions.

Of the 289 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. ($1.00M), JPMorgan Chase & Co. ($752.13K), and Means Investment CO. Inc. ($666.93K).

Institutional investors have sold a total of 30,990,307 shares in the last 24 months. This volume of shares sold represents approximately $1.27B in transactions.


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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 8/22/2026. New 13F filings are added each quarter as they're published.
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