XLRE — Select Sector Spdr Tr Institutional Holders · Q3 2026

Name: Who Owns XLRE? 44 Institutions Hold $48.5M (Q3 2026)
Creator: ko.io

Who owns Select Sector Spdr Tr (XLRE)? 44 institutions reported holding $48.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Capital Advisors Wealth Management, LLC ($8.2M), Armstrong Advisory Group, Inc ($6.1M), American National Bank of Texas ($5.2M).

Rank	Institution	Value	Shares	Change
1	Capital Advisors Wealth Management, LLC	$8.2M	201,341	Added
2	ARMSTRONG ADVISORY GROUP, INC	$6.1M	148,702	Added
3	American National Bank of Texas	$5.2M	127,944	Added
4	Legacy Private Trust Co.	$4.4M	106,422	Added
5	Ayalon Insurance Comp Ltd.	$4.0M	98,780	Hold
6	AMERICAN NATIONAL BANK & TRUST	$2.4M	58,540	Trimmed
7	Horizons Wealth Management	$2.0M	49,917	Trimmed
8	WALLER FINANCIAL PLANNING GROUP, INC	$1.9M	45,493	Trimmed
9	CX Institutional	$1.7M	40,431	Trimmed
10	COLTON GROOME FINANCIAL ADVISORS, LLC	$1.3M	31,666	Added
11	CoreCap Advisors, LLC	$1.3M	30,803	Trimmed
12	Sherry Group, Inc.	$1.1M	27,815	Added
13	LifeGoal Investments, LLC	$1.1M	27,152	Trimmed
14	Go Invest LLC	$972,188	23,764	Added
15	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$970,145	23,714	Added
16	Farther Finance Advisors, LLC	$889,615	21,746	Trimmed
17	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$747,454	18,271	Trimmed
18	Peoples Bank/KS	$664,583	16,245	Trimmed
19	Boltwood Capital Management	$641,482	15,680	Trimmed
20	Trust Co	$592,111	14,474	Trimmed
21	Kessler Investment Group, LLC	$387,254	9,466	Added
22	M.E. ALLISON & CO., INC.	$384,247	9,392	Added
23	RVW Wealth, LLC	$320,980	7,846	Hold
24	Kaizen Financial Strategies	$305,843	7,476	Trimmed
25	Apella Capital, LLC	$261,885	6,455	Added

Source: SEC Form 13F filings · as of 2026-09-30