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 |
|---|---|---|---|---|---|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,465
shares
|
$230,950
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
5,395
shares
|
$227,992
0.04% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,333
shares
|
$225,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
5,325
shares
|
$225,034
0.12% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
5,317
shares
|
$224,696
0.08% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,264
shares
|
$222,456
0.0% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
5,254
shares
|
$222,034
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
5,227
shares
|
$220,893
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
5,218
shares
|
$220,512
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
5,208
shares
|
$220,090
0.04% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,207
shares
|
$220,047
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,206
shares
|
$220,005
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
5,202
shares
|
$219,836
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
5,135
shares
|
$217,005
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
5,133
shares
|
$216,920
0.02% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
5,132
shares
|
$216,878
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,132
shares
|
$216,878
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
5,131
shares
|
$216,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,072
shares
|
$214,342
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
5,015
shares
|
$211,933
0.02% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,985
shares
|
$210,666
0.02% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
4,956
shares
|
$209,440
0.0% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
4,953
shares
|
$209,313
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
4,886
shares
|
$206,482
0.06% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
4,830
shares
|
$204,115
0.12% of portfolio
|
Q4 2024
New holding
|