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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$43.27 -0.72 (-1.64%)
Closing price 06/1/2026 04:10 PM Eastern
Extended Trading
$43.29 +0.02 (+0.05%)
As of 04:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
498
Total
Institutional Inflows
(last 12 months)
$2.57B
Number of
Institutional Sellers
(last 12 months)
346
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
6/1/2026Foguth Wealth Management LLC.163,092$7.17M0.9%-12.9%0.091%
5/28/2026 Blue Fin Capital Inc.10,282$420K0.1%+15.6%0.006%
5/20/2026 SOA Wealth Advisors LLC.1,067$44K0.0%-30.6%0.001%
5/20/2026 Norris Financial Group LLC101,930$4.16M1.4%N/A0.057%
5/19/2026 Western Wealth Management LLC102,797$4.20M0.2%+12.6%0.057%
5/19/2026 NewEdge Advisors LLC20,640$843K0.0%-71.7%0.012%
5/19/2026 Bank of America Corp DE7,179,190$293.13M0.0%-63.8%4.012%
5/19/2026 Edgestream Partners L.P.14,725$601K0.0%N/A0.008%
5/19/2026 Chesapeake Wealth Management15,862$648K0.2%-15.6%0.009%
5/19/2026 Centaurus Financial Inc.6,598$269K0.0%+13.1%0.004%
5/19/2026 Arkadios Wealth Advisors29,769$1.22M0.0%+20.4%0.017%
5/18/2026 Talon Private Wealth LLC113,303$4.63M0.6%N/A0.063%
5/18/2026 Readystate Asset Management LP40,577$1.66M0.1%N/A0.023%
5/18/2026 Royal Bank of Canada716,755$29.26M0.0%+21.1%0.401%
5/16/2026 KCM Investment Advisors LLC133,268$5.44M0.2%-2.4%0.074%
5/16/2026 Glen Eagle Advisors LLC1,580$65K0.0%+22.9%0.001%
5/16/2026 Quantinno Capital Management LP59,566$2.43M0.0%+49.4%0.033%
5/15/2026 Gateway Wealth Partners LLC7,070$289K0.0%-28.3%0.004%
5/15/2026 Blue Chip Partners LLC26,540$1.08M0.1%-83.5%0.015%
5/15/2026 Waverly Advisors LLC145,628$5.95M0.0%+24.1%0.081%
5/15/2026 Stadion Money Management LLC133,733$5.46M0.5%-76.7%0.075%
5/14/2026 Hilltop Holdings Inc.20,627$842K0.1%+63.3%0.012%
5/14/2026 Compound Planning Inc.15,149$619K0.0%-82.1%0.008%
5/14/2026 Modern Wealth Management LLC27,658$1.13M0.0%-81.3%0.015%
5/14/2026 Spahn Wealth & Retirement LLC68,737$2.81M3.6%N/A0.038%
5/14/2026 American Financial Advisors LLC238,717$9.75M1.3%-1.9%0.133%
5/14/2026 Lido Advisors LLC22,016$899K0.0%-51.0%0.012%
5/13/2026 Cetera Investment Advisers1,373,623$56.09M0.1%+6.2%0.768%
5/13/2026 Aureus Asset Management LLC10,000$408K0.0%N/A0.006%
5/13/2026 Dynamic Wealth Strategies LLC1,900$78K0.0%+850.0%0.001%
5/13/2026 Prestige Wealth Management Group LLC4,125$168K0.0%N/A0.002%
5/13/2026 First Trust Advisors LP25,331$1.03M0.0%+1.2%0.014%
5/12/2026 CacheTech 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%
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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%
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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%


XLRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 859 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 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 62,933,163 shares in the last 24 months. This purchase volume represents approximately $2.57B in transactions.

Of the 346 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 47,833,399 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 6/2/2026 by MarketBeat.com Staff.
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