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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
167,246
shares
|
$7.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 32.72%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
167,154
shares
|
$7.02 Million
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
163,290
shares
|
$6.85 Million
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
162,778
shares
|
$6.83 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
160,793
shares
|
$6.75 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
158,037
shares
|
$6.63 Million
0.26% of portfolio
|
Q3 2024
Added 125.89%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
157,413
shares
|
$6.61 Million
1.15% of portfolio
|
Q4 2024
Added 553.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
155,673
shares
|
$6.53 Million
0.08% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
153,124
shares
|
$6.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 87.55%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
151,627
shares
|
$6.36 Million
0.49% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
150,767
shares
|
$6.33 Million
0.09% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
150,517
shares
|
$6.32 Million
0.04% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
144,952
shares
|
$6.08 Million
1.1% of portfolio
|
Q4 2024
Reduced 45.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
143,763
shares
|
$6.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
141,919
shares
|
$5.96 Million
0.03% of portfolio
|
Q2 2023
Reduced 45.03%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
135,968
shares
|
$5.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.86%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
135,604
shares
|
$5.69 Million
1.7% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
134,791
shares
|
$5.66 Million
0.11% of portfolio
|
Q4 2024
Added 1309.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
134,185
shares
|
$5.63 Million
0.29% of portfolio
|
Q3 2024
Added 1104.43%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
133,013
shares
|
$5.58 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
132,323
shares
|
$5.55 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
131,114
shares
|
$5.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
127,195
shares
|
$5.34 Million
0.19% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
124,254
shares
|
$5.21 Million
0.16% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
121,994
shares
|
$5.12 Million
0.87% of portfolio
|
Q4 2024
Added 7.46%
|