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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,864
shares
|
$290,072
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
6,855
shares
|
$289,692
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
6,847
shares
|
$289,354
0.12% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,819
shares
|
$288,170
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,809
shares
|
$287,748
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,784
shares
|
$286,691
0.1% of portfolio
|
Q4 2024
Reduced 84.41%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,746
shares
|
$285,085
0.02% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
6,714
shares
|
$283,733
0.07% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,636
shares
|
$280,437
0.15% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,625
shares
|
$279,972
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,602
shares
|
$279,000
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,562
shares
|
$277,310
0.01% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
6,507
shares
|
$274,985
0.08% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,480
shares
|
$273,844
0.01% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,442
shares
|
$272,238
0.03% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
6,400
shares
|
$270,464
0.07% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
6,382
shares
|
$269,703
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
6,275
shares
|
$265,181
0.2% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
6,261
shares
|
$264,589
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,258
shares
|
$264,463
0.06% of portfolio
|
Q3 2024
Reduced 28.13%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
6,227
shares
|
$263,153
0.13% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,222
shares
|
$262,941
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
6,129
shares
|
$259,011
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
6,120
shares
|
$258,631
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,015
shares
|
$254,193
0.04% of portfolio
|
Q3 2024
Reduced 5.01%
|