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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
42,013
shares
|
$1.75 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
41,759
shares
|
$1.74 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
40,516
shares
|
$1.68 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
40,305
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,871
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,626
shares
|
$1.6 Million
1.03% of portfolio
|
Q2 2022
Added 1.05%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
38,433
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,856
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
37,854
shares
|
$1.57 Million
0.6% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
37,600
shares
|
$1.56 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
37,311
shares
|
$1.55 Million
1.16% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
36,467
shares
|
$1.52 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
36,405
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
36,395
shares
|
$1.51 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
36,339
shares
|
$1.51 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
35,674
shares
|
$1.48 Million
0.47% of portfolio
|
Q4 2024
Reduced 24.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
35,512
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
35,347
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
35,126
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 93.6%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,100
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.42%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
34,992
shares
|
$1.45 Million
0.56% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
34,803
shares
|
$1.45 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
34,442
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
33,846
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
33,632
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2024
Added 78.6%
|