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 |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
41,761
shares
|
$1.75 Million
0.65% of portfolio
|
Q4 2024
Added 69.5%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
41,759
shares
|
$1.75 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
40,516
shares
|
$1.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
40,335
shares
|
$1.69 Million
0.9% of portfolio
|
Q4 2024
Added 71.02%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
40,305
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
40,063
shares
|
$1.68 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,871
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,626
shares
|
$1.62 Million
1.03% of portfolio
|
Q2 2022
Added 1.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
38,053
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Added 299.63%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,856
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
37,600
shares
|
$1.58 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
37,311
shares
|
$1.57 Million
1.16% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
36,405
shares
|
$1.53 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
36,395
shares
|
$1.53 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
36,339
shares
|
$1.53 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
35,674
shares
|
$1.5 Million
0.47% of portfolio
|
Q4 2024
Reduced 24.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
35,512
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,100
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.42%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
35,060
shares
|
$1.47 Million
0.52% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
34,803
shares
|
$1.46 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
34,637
shares
|
$1.45 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
34,472
shares
|
$1.45 Million
0.43% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
34,226
shares
|
$1.44 Million
0.52% of portfolio
|
Q4 2024
Reduced 36.42%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
33,846
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
32,847
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
Reduced 11.77%
|