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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
77,444
shares
|
$3.25 Million
0.26% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
76,225
shares
|
$3.2 Million
0.54% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
76,050
shares
|
$3.19 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
75,123
shares
|
$3.15 Million
0.03% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
74,591
shares
|
$3.13 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
74,507
shares
|
$3.13 Million
0.27% of portfolio
|
Q3 2024
Added 50.23%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
74,335
shares
|
$3.12 Million
0.2% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
72,993
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 93.53%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
71,874
shares
|
$3.02 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
67,590
shares
|
$2.84 Million
1.04% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
67,004
shares
|
$2.81 Million
0.81% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
66,913
shares
|
$2.81 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
66,894
shares
|
$2.81 Million
0.21% of portfolio
|
Q3 2024
Reduced 62.39%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
66,005
shares
|
$2.77 Million
0.52% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
65,864
shares
|
$2.76 Million
1.22% of portfolio
|
Q4 2024
Added 52.85%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
65,859
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2023
Added 26.13%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
65,692
shares
|
$2.76 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
64,529
shares
|
$2.71 Million
0.82% of portfolio
|
Q3 2024
Reduced 29.31%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
63,142
shares
|
$2.65 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
62,854
shares
|
$2.64 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
62,661
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,461
shares
|
$2.62 Million
1.05% of portfolio
|
Q3 2022
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
62,084
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
61,838
shares
|
$2.6 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
61,599
shares
|
$2.59 Million
0.07% of portfolio
|
Q4 2024
Added 4.95%
|