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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21,588
shares
|
$912,308
0.1% of portfolio
|
Q2 2024
Added 15.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
21,114
shares
|
$892,277
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
20,849
shares
|
$881,078
0.09% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,695
shares
|
$874,570
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,600
shares
|
$870,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
20,529
shares
|
$867,555
0.12% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
20,491
shares
|
$865,949
0.08% of portfolio
|
Q4 2024
Added 43.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
20,382
shares
|
$861,343
0.02% of portfolio
|
Q4 2024
Added 45.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
20,305
shares
|
$858,089
0.08% of portfolio
|
Q4 2024
Added 126.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
20,292
shares
|
$857,539
0.04% of portfolio
|
Q4 2024
Added 61.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
20,276
shares
|
$856,863
0.02% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
20,202
shares
|
$853,736
0.24% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
20,155
shares
|
$851,750
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
20,134
shares
|
$850,862
0.05% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
20,133
shares
|
$850,820
0.02% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
19,946
shares
|
$842,917
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,863
shares
|
$839,410
0.03% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
19,802
shares
|
$836,832
0.1% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
19,755
shares
|
$834,846
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
19,668
shares
|
$831,169
0.17% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
19,533
shares
|
$825,464
0.41% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
19,450
shares
|
$821,957
0.0% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
19,425
shares
|
$820,900
0.13% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
19,410
shares
|
$820,266
0.09% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
19,194
shares
|
$811,138
0.2% of portfolio
|
Q4 2024
Added 129.15%
|