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 819 institutions that hold shares in the stock, with a total of 139 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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
51,805
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
51,659
shares
|
$2.15 Million
0.7% of portfolio
|
Q3 2024
Added 631.4%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
51,488
shares
|
$2.14 Million
0.34% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
50,864
shares
|
$2.11 Million
0.1% of portfolio
|
Q4 2024
Added 35.55%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
50,071
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
49,282
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
46,959
shares
|
$1.95 Million
0.51% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
46,877
shares
|
$1.95 Million
0.08% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
46,519
shares
|
$1.93 Million
0.09% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
46,410
shares
|
$1.93 Million
0.29% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
46,316
shares
|
$1.92 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
45,873
shares
|
$1.91 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
45,852
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
45,578
shares
|
$1.89 Million
2.29% of portfolio
|
Q1 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
45,511
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2024
Added 89.39%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
45,328
shares
|
$1.88 Million
0.96% of portfolio
|
Q3 2024
Added 69.57%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
44,978
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2024
Added 5.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
43,876
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
43,645
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
43,526
shares
|
$1.81 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
43,511
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 58.56%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
43,132
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
42,992
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2024
Added 67.17%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
42,945
shares
|
$1.78 Million
1.52% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
42,741
shares
|
$1.78 Million
0.4% of portfolio
|
Q4 2024
Added 4.27%
|