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 835 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
49,809
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
49,282
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
48,973
shares
|
$2.06 Million
0.53% of portfolio
|
Q4 2024
Added 72.4%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
47,244
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Added 22.93%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
46,959
shares
|
$1.97 Million
0.51% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
46,877
shares
|
$1.97 Million
0.08% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
46,519
shares
|
$1.95 Million
0.09% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
46,410
shares
|
$1.95 Million
0.29% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
46,316
shares
|
$1.94 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Feb 10, 2025 Q4 2024 |
46,236
shares
|
$1.94 Million
2.19% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
45,852
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
45,833
shares
|
$1.92 Million
0.16% of portfolio
|
Q4 2024
Added 148.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
45,511
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Added 89.39%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
45,328
shares
|
$1.9 Million
0.96% of portfolio
|
Q3 2024
Added 69.57%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
45,304
shares
|
$1.9 Million
0.73% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
44,978
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2024
Added 5.55%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
44,865
shares
|
$1.88 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
43,876
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
43,645
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
43,511
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 58.56%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
42,945
shares
|
$1.8 Million
1.52% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
42,872
shares
|
$1.8 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
42,785
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
42,741
shares
|
$1.79 Million
0.4% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
42,705
shares
|
$1.79 Million
0.97% of portfolio
|
Q4 2024
Reduced 69.92%
|