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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,923
shares
|
$493,850
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
11,916
shares
|
$493,560
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
11,881
shares
|
$492,111
0.11% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
11,777
shares
|
$487,803
0.18% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
11,754
shares
|
$486,850
0.37% of portfolio
|
Q4 2024
Added 110.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,702
shares
|
$484,696
0.01% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
11,574
shares
|
$479,395
0.04% of portfolio
|
Q4 2024
Added 143.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,450
shares
|
$474,259
0.01% of portfolio
|
Q4 2024
Reduced 64.25%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
11,447
shares
|
$474,134
0.06% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,385
shares
|
$471,566
0.07% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
11,348
shares
|
$470,034
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,326
shares
|
$469,122
0.17% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,316
shares
|
$468,708
0.02% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11,215
shares
|
$464,525
0.34% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
11,194
shares
|
$463,655
0.08% of portfolio
|
Q3 2024
Added 159.6%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
11,124
shares
|
$460,756
0.04% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
11,100
shares
|
$459,762
0.25% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
11,076
shares
|
$458,767
0.3% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
10,939
shares
|
$453,093
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
10,926
shares
|
$452,554
0.16% of portfolio
|
Q4 2024
Added 39.75%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,908
shares
|
$451,809
0.03% of portfolio
|
Q3 2023
Added 0.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,880
shares
|
$450,649
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
10,879
shares
|
$450,608
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,854
shares
|
$449,572
0.0% of portfolio
|
Q4 2024
Reduced 78.42%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
10,841
shares
|
$449,034
0.05% of portfolio
|
Q1 2024
Added 0.41%
|