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 |
|---|---|---|---|---|---|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
7,736
shares
|
$326,923
0.19% of portfolio
|
Q4 2023
Reduced 7.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$325,782
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$323,796
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
7,632
shares
|
$322,528
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
7,583
shares
|
$320,457
0.02% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
7,500
shares
|
$316,950
0.16% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,471
shares
|
$315,724
0.01% of portfolio
|
Q4 2024
Reduced 71.76%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,454
shares
|
$315,006
0.01% of portfolio
|
Q4 2024
Added 34.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,285
shares
|
$307,864
0.0% of portfolio
|
Q4 2024
Reduced 45.81%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7,275
shares
|
$307,441
0.01% of portfolio
|
Q3 2024
Reduced 47.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,264
shares
|
$306,976
0.01% of portfolio
|
Q2 2020
Reduced 1.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,255
shares
|
$306,596
0.02% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
7,241
shares
|
$306,004
0.01% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
7,228
shares
|
$305,455
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
7,179
shares
|
$303,384
0.0% of portfolio
|
Q4 2024
Added 45.68%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
7,165
shares
|
$302,792
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
7,115
shares
|
$300,679
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
7,090
shares
|
$299,623
0.01% of portfolio
|
Q4 2024
Reduced 91.67%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,034
shares
|
$297,256
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,029
shares
|
$297,045
0.02% of portfolio
|
Q4 2024
Added 923.14%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
6,988
shares
|
$295,312
0.01% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
6,984
shares
|
$295,143
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
6,933
shares
|
$292,988
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
6,913
shares
|
$292,143
0.04% of portfolio
|
Q3 2024
Reduced 34.73%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,905
shares
|
$291,805
0.1% of portfolio
|
Q4 2024
Reduced 16.88%
|