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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
14,226
shares
|
$589,952
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,194
shares
|
$588,625
0.07% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
14,150
shares
|
$586,800
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
14,028
shares
|
$581,741
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
14,021
shares
|
$581,450
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,736
shares
|
$569,631
0.02% of portfolio
|
Q4 2024
Reduced 53.26%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
13,704
shares
|
$568,304
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
13,702
shares
|
$568,221
0.18% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
13,610
shares
|
$564,406
0.01% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
13,515
shares
|
$560,467
0.05% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
13,490
shares
|
$559,430
0.42% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
13,405
shares
|
$555,905
0.24% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
13,355
shares
|
$553,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
13,174
shares
|
$546,325
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
13,006
shares
|
$539,358
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
12,995
shares
|
$538,902
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
12,970
shares
|
$537,865
0.13% of portfolio
|
Q4 2024
Reduced 92.88%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
12,885
shares
|
$534,340
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
12,884
shares
|
$534,299
0.02% of portfolio
|
Q4 2020
Reduced 0.85%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
12,874
shares
|
$533,884
0.04% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
12,815
shares
|
$531,438
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
12,735
shares
|
$528,120
0.24% of portfolio
|
Q4 2024
Reduced 43.06%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
12,727
shares
|
$527,788
0.04% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,617
shares
|
$523,226
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
12,568
shares
|
$521,194
0.13% of portfolio
|
Q3 2024
Added 8.64%
|