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 852 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
25,162
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 143.49%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
25,157
shares
|
$1.06 Million
0.76% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
24,981
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
24,783
shares
|
$1.04 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
24,729
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Added 26.34%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
24,546
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
24,333
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
24,287
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
24,109
shares
|
$1.01 Million
0.11% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
23,726
shares
|
$995,780
0.04% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,708
shares
|
$995,024
0.02% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
23,267
shares
|
$976,515
0.03% of portfolio
|
Q4 2024
Added 146.34%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
23,243
shares
|
$975,508
0.1% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
23,231
shares
|
$975,005
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
22,818
shares
|
$957,671
0.21% of portfolio
|
Q4 2024
Reduced 31.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,739
shares
|
$954,355
0.01% of portfolio
|
Q4 2024
Reduced 90.74%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
22,702
shares
|
$952,802
0.01% of portfolio
|
Q4 2024
Added 31.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
22,638
shares
|
$950,116
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
22,122
shares
|
$928,460
0.11% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
21,929
shares
|
$920,360
0.03% of portfolio
|
Q4 2024
Added 145.13%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
21,610
shares
|
$906,971
0.66% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21,588
shares
|
$906,048
0.1% of portfolio
|
Q2 2024
Added 15.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
21,114
shares
|
$886,154
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
20,849
shares
|
$875,032
0.09% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
20,724
shares
|
$869,786
0.07% of portfolio
|
Q4 2024
Reduced 31.67%
|