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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
12,050
shares
|
$509,233
0.06% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
12,009
shares
|
$507,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,973
shares
|
$505,978
0.0% of portfolio
|
Q3 2024
Added 5574.41%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,923
shares
|
$503,865
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
11,916
shares
|
$503,570
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
11,881
shares
|
$502,091
0.11% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
11,862
shares
|
$501,288
0.24% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
11,777
shares
|
$497,696
0.16% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
11,754
shares
|
$496,724
0.37% of portfolio
|
Q4 2024
Added 110.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,702
shares
|
$494,526
0.01% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
11,574
shares
|
$489,117
0.04% of portfolio
|
Q4 2024
Added 143.61%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
11,524
shares
|
$487,004
0.21% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
11,517
shares
|
$486,708
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,450
shares
|
$483,877
0.01% of portfolio
|
Q4 2024
Reduced 64.25%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
11,447
shares
|
$483,750
0.06% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,385
shares
|
$481,130
0.07% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
11,348
shares
|
$479,566
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,341
shares
|
$479,270
0.0% of portfolio
|
Q4 2024
Added 440.56%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,326
shares
|
$478,636
0.17% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,316
shares
|
$478,214
0.02% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11,215
shares
|
$473,945
0.34% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
11,194
shares
|
$473,058
0.08% of portfolio
|
Q3 2024
Added 159.6%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
11,124
shares
|
$470,100
0.04% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
11,076
shares
|
$468,071
0.3% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
10,926
shares
|
$461,732
0.16% of portfolio
|
Q4 2024
Added 39.75%
|