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 838 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $5.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
265
shares
|
$11,103
0.01% of portfolio
|
Q3 2024
Reduced 48.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
246
shares
|
$10,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
237
shares
|
$9,930
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
235
shares
|
$9,846
0.0% of portfolio
|
Q4 2022
Added 1.29%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
232
shares
|
$9,720
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
218
shares
|
$9,134
0.0% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
218
shares
|
$9,134
0.01% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
215
shares
|
$9,008
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
215
shares
|
$9,008
0.0% of portfolio
|
Q2 2024
Added 46.26%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
206
shares
|
$8,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
203
shares
|
$8,505
0.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
197
shares
|
$8,254
0.0% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
185
shares
|
$7,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
182
shares
|
$7,625
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
176
shares
|
$7,374
0.0% of portfolio
|
Q2 2024
Added 375.68%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
170
shares
|
$7,123
0.0% of portfolio
|
Q1 2018
Reduced 26.72%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
169
shares
|
$7,081
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
155
shares
|
$6,494
0.0% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
150
shares
|
$6,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$6,117
0.0% of portfolio
|
Q2 2023
Added 5.04%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
146
shares
|
$6,117
0.0% of portfolio
|
Q4 2024
Reduced 96.48%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
145
shares
|
$6,075
0.0% of portfolio
|
Q1 2024
Reduced 97.71%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
140
shares
|
$5,866
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
139
shares
|
$5,824
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
136
shares
|
$5,698
0.0% of portfolio
|
Q3 2024
Reduced 58.66%
|