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 851 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
16,600
shares
|
$688,402
0.21% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,549
shares
|
$686,287
0.02% of portfolio
|
Q3 2024
Added 98.12%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
16,482
shares
|
$683,508
0.54% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
16,338
shares
|
$677,536
0.0% of portfolio
|
Q2 2024
Added 68.1%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
16,243
shares
|
$673,597
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
16,193
shares
|
$671,523
0.07% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
16,089
shares
|
$667,210
0.34% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
16,000
shares
|
$663,520
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
15,841
shares
|
$656,926
0.12% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,721
shares
|
$651,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
15,656
shares
|
$649,254
0.27% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
15,638
shares
|
$648,507
0.0% of portfolio
|
Q4 2024
Reduced 55.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,473
shares
|
$641,665
0.03% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,464
shares
|
$641,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
15,337
shares
|
$636,025
0.23% of portfolio
|
Q4 2024
Reduced 48.27%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
15,221
shares
|
$631,214
0.0% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
14,985
shares
|
$621,427
0.26% of portfolio
|
Q4 2024
Added 69.23%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
14,879
shares
|
$617,032
0.27% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
14,848
shares
|
$615,746
0.3% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,819
shares
|
$614,543
0.01% of portfolio
|
Q4 2023
Reduced 59.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,559
shares
|
$603,761
0.02% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
14,537
shares
|
$602,849
0.16% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
14,426
shares
|
$598,246
0.04% of portfolio
|
Q4 2024
Added 32.6%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,386
shares
|
$596,587
0.05% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
14,286
shares
|
$592,440
0.27% of portfolio
|
Q3 2024
Reduced 11.61%
|