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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,181
shares
|
$92,169
0.01% of portfolio
|
Q4 2024
Reduced 52.28%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,148
shares
|
$90,774
0.02% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
2,136
shares
|
$90,267
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,086
shares
|
$88,154
0.04% of portfolio
|
Q4 2024
Reduced 81.59%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,048
shares
|
$86,548
0.01% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,047
shares
|
$86,506
0.0% of portfolio
|
Q4 2023
Added 94.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,021
shares
|
$85,407
0.01% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,910
shares
|
$80,716
0.0% of portfolio
|
Q2 2024
Reduced 99.58%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,858
shares
|
$78,519
0.01% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,760
shares
|
$74,377
0.03% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,730
shares
|
$73,109
0.01% of portfolio
|
Q2 2024
Reduced 87.83%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,723
shares
|
$72,813
0.0% of portfolio
|
Q3 2024
Added 94.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,699
shares
|
$71,799
0.0% of portfolio
|
Q3 2024
Added 818.38%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,669
shares
|
$70,531
0.0% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,604
shares
|
$67,785
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,590
shares
|
$67,193
0.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,507
shares
|
$63,685
0.0% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,456
shares
|
$61,530
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,335
shares
|
$56,417
0.0% of portfolio
|
Q4 2024
Added 88.83%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,325
shares
|
$55,994
0.0% of portfolio
|
Q3 2024
Added 307.69%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
1,314
shares
|
$55,529
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,300
shares
|
$54,938
0.0% of portfolio
|
Q3 2024
Added 63.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,266
shares
|
$53,501
0.0% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
1,139
shares
|
$48,134
0.03% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,032
shares
|
$43,612
0.0% of portfolio
|
Q2 2018
Added 0.81%
|