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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
19,192
shares
|
$811,053
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
19,151
shares
|
$809,321
0.41% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
19,063
shares
|
$805,602
0.09% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
19,003
shares
|
$803,066
0.71% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
18,958
shares
|
$801,165
0.22% of portfolio
|
Q4 2024
Added 183.8%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
18,928
shares
|
$799,897
0.1% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,926
shares
|
$799,812
0.06% of portfolio
|
Q3 2024
Added 246.95%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,807
shares
|
$794,783
0.68% of portfolio
|
Q4 2022
Reduced 13.88%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
18,756
shares
|
$792,628
0.87% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
18,585
shares
|
$785,402
0.19% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,567
shares
|
$784,641
0.06% of portfolio
|
Q4 2023
Added 214.59%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,535
shares
|
$783,289
0.07% of portfolio
|
Q3 2024
Reduced 28.98%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
18,428
shares
|
$778,767
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
18,410
shares
|
$778,006
0.49% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
18,397
shares
|
$777,457
0.45% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,330
shares
|
$774,625
0.0% of portfolio
|
Q3 2024
Reduced 94.73%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
18,321
shares
|
$774,245
0.15% of portfolio
|
Q3 2024
Added 230.23%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
17,922
shares
|
$757,383
0.07% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
17,837
shares
|
$753,791
0.2% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
17,804
shares
|
$752,397
0.0% of portfolio
|
Q4 2024
Reduced 18.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
17,709
shares
|
$748,382
0.03% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
17,632
shares
|
$745,128
0.5% of portfolio
|
Q4 2024
Reduced 62.44%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
17,420
shares
|
$736,169
0.16% of portfolio
|
Q4 2024
Added 44.86%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,306
shares
|
$731,351
0.09% of portfolio
|
Q2 2024
Added 18.77%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17,286
shares
|
$730,506
0.01% of portfolio
|
Q3 2024
Added 40.82%
|