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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
389,863
shares
|
$16.4 Million
1.18% of portfolio
|
Q3 2024
Reduced 38.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
381,223
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Added 38.83%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
367,716
shares
|
$15.4 Million
0.76% of portfolio
|
Q3 2024
Added 893.99%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
362,660
shares
|
$15.2 Million
4.35% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
341,562
shares
|
$14.3 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
340,000
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
335,195
shares
|
$14.1 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
327,465
shares
|
$13.7 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
321,556
shares
|
$13.5 Million
0.03% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
321,455
shares
|
$13.5 Million
0.05% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
315,158
shares
|
$13.2 Million
1.18% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
311,836
shares
|
$13.1 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
311,114
shares
|
$13.1 Million
0.05% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
307,965
shares
|
$12.9 Million
0.11% of portfolio
|
Q4 2024
Added 1340.17%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
305,943
shares
|
$12.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
303,152
shares
|
$12.7 Million
1.02% of portfolio
|
Q4 2023
Added 2562.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
301,254
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
298,364
shares
|
$12.5 Million
0.21% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
294,111
shares
|
$12.3 Million
0.94% of portfolio
|
Q4 2023
Added 6.9%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
293,801
shares
|
$12.3 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
284,861
shares
|
$12 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
281,919
shares
|
$11.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
258,691
shares
|
$10.9 Million
0.04% of portfolio
|
Q3 2024
Added 167.43%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
250,070
shares
|
$10.5 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
248,653
shares
|
$10.4 Million
0.24% of portfolio
|
Q3 2024
Reduced 24.33%
|