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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,880
shares
|
$459,788
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,854
shares
|
$458,690
0.0% of portfolio
|
Q4 2024
Reduced 78.42%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
10,819
shares
|
$457,210
0.07% of portfolio
|
Q4 2024
Added 115.13%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,776
shares
|
$455,393
0.13% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
10,742
shares
|
$453,956
0.28% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
10,728
shares
|
$453,365
0.95% of portfolio
|
Q3 2022
Reduced 22.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,702
shares
|
$452,266
0.0% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,547
shares
|
$445,716
0.16% of portfolio
|
Q4 2024
Added 53.08%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,402
shares
|
$439,588
0.1% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
10,313
shares
|
$435,827
0.06% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
10,124
shares
|
$427,840
0.01% of portfolio
|
Q4 2024
Added 25.97%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
10,119
shares
|
$427,628
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
10,032
shares
|
$423,952
0.0% of portfolio
|
Q3 2024
Added 64.95%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,025
shares
|
$423,656
0.04% of portfolio
|
Q4 2022
Added 21.0%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
9,950
shares
|
$420,487
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
9,760
shares
|
$412,457
0.11% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,511
shares
|
$401,934
0.13% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
9,484
shares
|
$400,793
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
9,471
shares
|
$400,244
0.03% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
9,451
shares
|
$399,399
0.12% of portfolio
|
Q3 2023
Added 1.49%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
9,373
shares
|
$396,102
0.11% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,183
shares
|
$388,073
0.02% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
9,173
shares
|
$387,650
0.12% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
9,172
shares
|
$387,608
0.08% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
9,059
shares
|
$382,833
0.01% of portfolio
|
Q4 2024
Added 1.01%
|