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 |
|---|---|---|---|---|---|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
32,847
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
Reduced 11.77%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
32,472
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
32,451
shares
|
$1.36 Million
0.71% of portfolio
|
Q4 2022
Added 12.59%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
32,314
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
31,938
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
31,921
shares
|
$1.34 Million
0.17% of portfolio
|
Q4 2024
Reduced 70.93%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
31,902
shares
|
$1.34 Million
0.16% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
31,842
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
31,312
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
30,943
shares
|
$1.3 Million
0.23% of portfolio
|
Q1 2023
Added 14.77%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
30,722
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
30,576
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 50.97%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
30,574
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
30,443
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
30,329
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Added 55.71%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
30,306
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
29,712
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
29,681
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
29,651
shares
|
$1.24 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
29,615
shares
|
$1.24 Million
0.7% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
29,541
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
29,409
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
29,388
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 429.8%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
29,359
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2024
Added 28.93%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
29,276
shares
|
$1.23 Million
0.39% of portfolio
|
Q4 2024
Added 0.09%
|