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 Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
29,147,305
shares
|
$1.22 Billion
1.29% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,109,145
shares
|
$844 Million
0.08% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,993,062
shares
|
$293 Million
0.02% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,950,000
shares
|
$208 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,338,265
shares
|
$182 Million
0.09% of portfolio
|
Q3 2024
Added 38.26%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
3,051,329
shares
|
$128 Million
3.39% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,557,749
shares
|
$107 Million
0.04% of portfolio
|
Q3 2024
Added 158.71%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
2,408,404
shares
|
$101 Million
1.61% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
1,654,417
shares
|
$69.4 Million
1.19% of portfolio
|
Q4 2024
Reduced 33.65%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,626,991
shares
|
$68.3 Million
1.08% of portfolio
|
Q4 2024
Reduced 44.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,593,455
shares
|
$66.9 Million
0.04% of portfolio
|
Q3 2024
Added 384.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,505,127
shares
|
$63.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,254,353
shares
|
$52.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,245,890
shares
|
$52.3 Million
0.11% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,149,806
shares
|
$48.3 Million
0.67% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,147,436
shares
|
$48.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,002,053
shares
|
$42.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
939,742
shares
|
$39.4 Million
0.58% of portfolio
|
Q3 2024
Added 11461.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
819,841
shares
|
$34.4 Million
0.01% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
792,275
shares
|
$33.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
788,274
shares
|
$33.1 Million
1.15% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
776,387
shares
|
$32.6 Million
0.05% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
742,990
shares
|
$31.2 Million
0.0% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
731,080
shares
|
$30.7 Million
0.07% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
691,700
shares
|
$29 Million
1.13% of portfolio
|
Q4 2024
Reduced 12.08%
|