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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
17,106
shares
|
$708,530
0.0% of portfolio
|
Q3 2024
Added 26.66%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
16,982
shares
|
$703,394
0.24% of portfolio
|
Q4 2024
Added 77.99%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
16,906
shares
|
$700,246
0.21% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,806
shares
|
$696,104
0.11% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,635
shares
|
$689,021
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
16,600
shares
|
$687,572
0.21% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,549
shares
|
$685,459
0.02% of portfolio
|
Q3 2024
Added 98.12%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
16,482
shares
|
$682,684
0.54% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
16,338
shares
|
$676,719
0.0% of portfolio
|
Q2 2024
Added 68.1%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
16,243
shares
|
$672,785
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
16,193
shares
|
$670,714
0.07% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
16,000
shares
|
$662,720
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,919
shares
|
$659,364
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
15,704
shares
|
$650,459
0.82% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
15,656
shares
|
$648,471
0.27% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,473
shares
|
$640,891
0.03% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
15,221
shares
|
$630,453
0.0% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
14,985
shares
|
$620,678
0.26% of portfolio
|
Q4 2024
Added 69.23%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
14,848
shares
|
$615,004
0.3% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,819
shares
|
$613,802
0.01% of portfolio
|
Q4 2023
Reduced 59.02%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
14,537
shares
|
$602,122
0.16% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,386
shares
|
$595,868
0.05% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
14,286
shares
|
$591,726
0.27% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
14,273
shares
|
$591,187
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,194
shares
|
$587,915
0.07% of portfolio
|
Q4 2024
Reduced 10.4%
|