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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
6,714
shares
|
$278,093
0.07% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,680
shares
|
$276,685
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,636
shares
|
$274,863
0.15% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,625
shares
|
$274,407
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,602
shares
|
$273,454
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,562
shares
|
$271,798
0.01% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
6,507
shares
|
$269,519
0.08% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,480
shares
|
$268,401
0.01% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,442
shares
|
$266,827
0.03% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
6,400
shares
|
$265,088
0.07% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
6,293
shares
|
$260,656
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
6,261
shares
|
$259,330
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,258
shares
|
$259,206
0.06% of portfolio
|
Q3 2024
Reduced 28.13%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
6,227
shares
|
$257,922
0.13% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,222
shares
|
$257,715
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
6,129
shares
|
$253,863
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
6,120
shares
|
$253,490
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,015
shares
|
$249,141
0.04% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
6,008
shares
|
$248,851
0.1% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,004
shares
|
$248,685
0.04% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
5,985
shares
|
$247,898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,978
shares
|
$247,608
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
5,967
shares
|
$247,153
0.07% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,967
shares
|
$247,153
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
5,921
shares
|
$245,247
0.13% of portfolio
|
Q4 2023
Reduced 19.94%
|