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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$45.07 -0.23 (-0.51%)
Closing price 07/31/2026 04:10 PM Eastern
Extended Trading
$45.06 -0.01 (-0.01%)
As of 07/31/2026 07:58 PM 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)
489
Total
Institutional Inflows
(last 12 months)
$2.53B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$1.33B
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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
7/25/2026 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%
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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%
6/8/2026 Pine 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%
6/1/2026 Foguth 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%
5/20/2026 SOA 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%
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%
5/14/2026 American Financial Advisors LLC238,717$9.75M1.3%-1.9%0.133%
5/14/2026Lido Advisors LLC22,016$899K0.0%-51.0%0.012%
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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%
5/13/2026 Dynamic 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%


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 764 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 61,894,102 shares in the last 24 months. This purchase volume represents approximately $2.53B in transactions.

Of the 316 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), 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. ($764.76K), and Means Investment CO. Inc. ($666.93K).

Institutional investors have sold a total of 32,454,231 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 8/2/2026 by MarketBeat.com Staff.
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