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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,622
shares
|
$195,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,606
shares
|
$194,649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,564
shares
|
$192,874
0.02% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
4,079
shares
|
$172,378
0.07% of portfolio
|
Q4 2024
Added 7183.93%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,060
shares
|
$171,575
0.06% of portfolio
|
Q4 2024
Reduced 33.92%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,968
shares
|
$167,687
0.02% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,930
shares
|
$166,081
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,829
shares
|
$161,813
0.06% of portfolio
|
Q1 2023
Added 29.97%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$152,136
0.0% of portfolio
|
Q3 2024
Reduced 87.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
3,349
shares
|
$141,528
0.04% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
3,341
shares
|
$141,190
0.03% of portfolio
|
Q4 2024
Added 35.26%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,195
shares
|
$135,020
0.0% of portfolio
|
Q4 2024
Reduced 99.71%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
3,162
shares
|
$133,626
0.02% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,955
shares
|
$124,878
0.04% of portfolio
|
Q3 2024
Added 2283.06%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,893
shares
|
$122,258
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,630
shares
|
$111,143
0.05% of portfolio
|
Q4 2024
Added 43.72%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,618
shares
|
$110,636
0.01% of portfolio
|
Q4 2024
Added 189.28%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
2,507
shares
|
$105,945
0.05% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
2,507
shares
|
$105,945
0.01% of portfolio
|
Q4 2024
Added 72.9%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,433
shares
|
$102,818
0.0% of portfolio
|
Q4 2024
Added 1069.71%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,343
shares
|
$99,015
0.07% of portfolio
|
Q3 2024
Added 69.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,310
shares
|
$97,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,265
shares
|
$95,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,201
shares
|
$93,014
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,200
shares
|
$92,972
0.0% of portfolio
|
Q4 2024
Added 0.55%
|