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 824 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 $5.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
20,529
shares
|
$850,311
0.12% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
20,305
shares
|
$841,033
0.08% of portfolio
|
Q4 2024
Added 126.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
20,292
shares
|
$840,494
0.04% of portfolio
|
Q4 2024
Added 61.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
20,276
shares
|
$839,831
0.02% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
20,202
shares
|
$836,766
0.24% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
20,155
shares
|
$834,820
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
20,134
shares
|
$833,950
0.05% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
20,133
shares
|
$833,908
0.02% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,958
shares
|
$826,660
0.02% of portfolio
|
Q3 2024
Reduced 27.6%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
19,946
shares
|
$826,163
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
19,879
shares
|
$823,388
0.19% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,863
shares
|
$822,725
0.03% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
19,850
shares
|
$822,187
0.38% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
19,802
shares
|
$820,198
0.1% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
19,755
shares
|
$818,252
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
19,714
shares
|
$816,553
0.09% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
19,573
shares
|
$810,713
0.11% of portfolio
|
Q3 2024
Added 15.78%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
19,533
shares
|
$809,056
0.41% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
19,485
shares
|
$807,068
0.04% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
19,450
shares
|
$805,619
0.0% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
19,425
shares
|
$804,583
0.13% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
19,410
shares
|
$803,962
0.09% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
19,215
shares
|
$795,885
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
19,194
shares
|
$795,015
0.2% of portfolio
|
Q4 2024
Added 129.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
19,192
shares
|
$794,932
0.1% of portfolio
|
Q2 2024
New holding
|