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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
10,819
shares
|
$448,122
0.07% of portfolio
|
Q4 2024
Added 115.13%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,776
shares
|
$446,341
0.13% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
10,742
shares
|
$444,933
0.28% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
10,728
shares
|
$444,353
0.95% of portfolio
|
Q3 2022
Reduced 22.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,702
shares
|
$443,276
0.0% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,547
shares
|
$436,856
0.16% of portfolio
|
Q4 2024
Added 53.08%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,532
shares
|
$436,235
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,402
shares
|
$430,850
0.1% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
10,334
shares
|
$428,034
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
10,313
shares
|
$427,164
0.06% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
10,032
shares
|
$415,525
0.0% of portfolio
|
Q3 2024
Added 64.95%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,025
shares
|
$415,235
0.04% of portfolio
|
Q4 2022
Added 21.0%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
9,764
shares
|
$404,424
0.12% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
9,680
shares
|
$400,945
0.12% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,511
shares
|
$393,945
0.13% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
9,484
shares
|
$392,827
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
9,471
shares
|
$392,288
0.03% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
9,451
shares
|
$391,460
0.12% of portfolio
|
Q3 2023
Added 1.49%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,183
shares
|
$380,359
0.02% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
9,172
shares
|
$379,904
0.08% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
9,116
shares
|
$377,584
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
8,968
shares
|
$371,454
0.01% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,966
shares
|
$371,371
0.06% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,946
shares
|
$370,543
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,909
shares
|
$369,010
0.12% of portfolio
|
Q4 2024
Reduced 2.41%
|