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 |
---|---|---|---|---|---|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
29,148
shares
|
$1.22 Million
0.33% of portfolio
|
Q4 2024
Added 70992.68%
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
28,735
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 371.53%
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
28,504
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 10.67%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
28,097
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Added 40.78%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,933
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2022
Reduced 13.73%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,609
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
27,523
shares
|
$1.16 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
27,373
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2023
Reduced 20.3%
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
27,219
shares
|
$1.14 Million
0.53% of portfolio
|
Q4 2024
Added 5.77%
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
26,853
shares
|
$1.13 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
26,550
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
26,440
shares
|
$1.11 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
26,414
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 35.56%
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
26,353
shares
|
$1.11 Million
0.22% of portfolio
|
Q4 2024
Added 37.15%
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
26,332
shares
|
$1.11 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
26,120
shares
|
$1.1 Million
0.6% of portfolio
|
Q3 2024
Added 5.54%
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,071
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 69.4%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
25,948
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2023
Added 130.28%
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,627
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2023
Reduced 5.36%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
25,522
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 49.2%
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
25,413
shares
|
$1.07 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
25,233
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
25,162
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 143.49%
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
25,161
shares
|
$1.06 Million
0.67% of portfolio
|
Q3 2024
Added 3.55%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
25,157
shares
|
$1.06 Million
0.76% of portfolio
|
Q3 2022
Added 2.03%
|