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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,917
shares
|
$332,276
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,899
shares
|
$331,521
0.03% of portfolio
|
Q4 2022
Added 23.77%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
7,867
shares
|
$330,177
0.04% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,846
shares
|
$329,296
0.03% of portfolio
|
Q4 2024
Reduced 41.29%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,820
shares
|
$328,205
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
7,816
shares
|
$328,037
0.02% of portfolio
|
Q4 2024
Reduced 93.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
7,800
shares
|
$327,366
0.0% of portfolio
|
Q4 2024
Reduced 67.21%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
7,774
shares
|
$326,274
0.01% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,740
shares
|
$324,847
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
7,736
shares
|
$324,679
0.19% of portfolio
|
Q4 2023
Reduced 7.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$323,546
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$321,574
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,636
shares
|
$320,482
0.0% of portfolio
|
Q4 2024
Added 38.61%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
7,632
shares
|
$320,315
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
7,603
shares
|
$319,097
0.0% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
7,583
shares
|
$318,258
0.02% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
7,500
shares
|
$314,775
0.16% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,471
shares
|
$313,557
0.01% of portfolio
|
Q4 2024
Reduced 71.76%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,454
shares
|
$312,844
0.01% of portfolio
|
Q4 2024
Added 34.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,285
shares
|
$305,751
0.0% of portfolio
|
Q4 2024
Reduced 45.81%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
7,275
shares
|
$305,331
0.0% of portfolio
|
Q3 2024
Reduced 47.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,264
shares
|
$304,870
0.01% of portfolio
|
Q2 2020
Reduced 1.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,255
shares
|
$304,492
0.02% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
7,241
shares
|
$303,904
0.01% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
7,228
shares
|
$303,359
0.03% of portfolio
|
Q4 2024
Added 2.23%
|