Institutional Ownership Select Sector Spdr Tr Real Est (XLRE)
This table provides information about the institutional ownership of Select Sector Spdr Tr Real Est (XLRE). We have compiled data on the 853 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
31,927,658
shares
|
$1.32 Billion
1.27% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
19,687,309
shares
|
$813 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,306,670
shares
|
$260 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,391,694
shares
|
$181 Million
0.08% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,843,679
shares
|
$159 Million
0.04% of portfolio
|
Q4 2024
Added 155.37%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
3,093,241
shares
|
$128 Million
3.65% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Horizon Financial Services, LLC
|
Apr 28, 2025 Q1 2025 |
2,865,785
shares
|
$118 Million
1.58% of portfolio
|
Q1 2025
Added 4994.19%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
2,408,404
shares
|
$99.5 Million
1.37% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
1,654,417
shares
|
$68.3 Million
1.19% of portfolio
|
Q4 2024
Reduced 33.65%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,622,231
shares
|
$67 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,593,455
shares
|
$65.8 Million
0.04% of portfolio
|
Q3 2024
Added 384.36%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
1,265,158
shares
|
$52.3 Million
5.58% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,254,353
shares
|
$51.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,249,311
shares
|
$51.6 Million
0.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,234,773
shares
|
$51 Million
1.03% of portfolio
|
Q1 2025
Added 1105.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,166,155
shares
|
$48.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,150,124
shares
|
$47.5 Million
0.68% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
1,083,175
shares
|
$44.7 Million
0.26% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
986,872
shares
|
$40.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
922,707
shares
|
$38.1 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
776,387
shares
|
$32.1 Million
0.05% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
766,565
shares
|
$31.7 Million
0.72% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
708,690
shares
|
$29.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
691,700
shares
|
$28.6 Million
1.13% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
681,255
shares
|
$28.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.82%
|