REAL ESTATE SELECT SECT SPDR (XLRE) Institutional Ownership Changes & 13F Activity
REAL ESTATE SELECT SECT SPDR (XLRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Auto-Owners Insurance Co, Raymond James Financial Inc, Mercer Global Advisors Inc, Corient Private Wealth Llc, and Blue Chip Partners, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Buy | +3,725 | +8.6% | 47,292 | $1.91M | Q4 2025 | Aug 26, 2026 |
| Verus Capital Partners, Llc | Buy | +288 | +5.4% | 5,664 | $228.54K | Q4 2025 | Jul 09, 2026 |
| Vilga Financial Planning Llc | Buy | +5,320 | — | 5,320 | $214.66K | Q4 2025 | Jun 22, 2026 |
| Independent Financial Group, Llc | Buy | +5,844 | +45.3% | 18,753 | $756.67K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +28 | — | 28 | $1.13K | Q4 2025 | May 12, 2026 |
| Oakmont Advisory Group, Llc | Buy | +17,740 | — | 17,740 | $715.81K | Q4 2025 | May 11, 2026 |
| Pursuit Wealth Strategies, Llc | Buy | +1,235 | — | 1,235 | $49.83K | Q4 2025 | Apr 24, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -822 | -6.6% | 11,662 | $470.59K | Q4 2025 | Apr 24, 2026 |
| Estate Planners Group, Llc | Buy | +1,000 | — | 1,000 | $40.35K | Q4 2025 | Apr 07, 2026 |
| Bank Of New Hampshire | Buy | +300 | — | 300 | $12.11K | Q4 2025 | Mar 16, 2026 |
| Peakshares Llc | Buy | +24,570 | — | 24,570 | $991.40K | Q4 2025 | Mar 10, 2026 |
| Auto-Owners Insurance Co | Buy | +30,927,065 | — | 30,927,065 | $30.93M | Q4 2025 | Mar 09, 2026 |
| Hsbc Holdings Plc | Buy | +5,360 | — | 5,360 | $216.28K | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +659 | — | 659 | $26.59K | Q4 2025 | Mar 05, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +72 | — | 72 | $2.90K | Q4 2025 | Mar 05, 2026 |
| Td Capital Management Llc | Buy | +9,019 | — | 9,019 | $363.93K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +371 | — | 371 | $14.97K | Q4 2025 | Feb 25, 2026 |
| Virtu Financial Llc | Buy | +22,812 | — | 22,812 | $920.00K | Q4 2025 | Feb 23, 2026 |
| Talisman Wealth Advisors Llc | Buy | +22,703 | — | 22,703 | $917.58K | Q4 2025 | Feb 20, 2026 |
| Catalyst Investment Management Llc | Buy | +5,669 | — | 5,669 | $228.74K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +199,071 | — | 199,071 | $8.03M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +84,727 | — | 84,727 | $3.42M | Q4 2025 | Feb 19, 2026 |
| Briggs Wealth Management, Inc | Buy | +5,341 | — | 5,341 | $215.51K | Q4 2025 | Feb 19, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +1,250 | — | 1,250 | $50.43K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +179 | — | 179 | $7.22K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,232,587 | — | 1,232,587 | $49.73M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +226,407 | — | 226,407 | $9.14M | Q4 2025 | Feb 18, 2026 |
| Blue Chip Partners, Llc | Buy | +160,570 | — | 160,570 | $6.48M | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +123,665 | — | 123,665 | $4.99M | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +123,665 | — | 123,665 | $4.99M | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about XLRE activity
Which institutional owners are buying XLRE?
Institutional owners buying XLRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XLRE activity?
"Buy" means an investor increased their reported position in XLRE compared to the prior reporting period. This reflects growing exposure to REAL ESTATE SELECT SECT SPDR (XLRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XLRE increasing?
Institutional interest in XLRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.