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 819 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
86
shares
|
$3,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
84
shares
|
$3,490
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
82
shares
|
$3,407
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
80
shares
|
$3,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
80
shares
|
$3,324
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
79
shares
|
$3,282
0.0% of portfolio
|
Q2 2023
Reduced 98.26%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
77
shares
|
$3,199
0.0% of portfolio
|
Q3 2024
Added 1440.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
75
shares
|
$3,116
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
72
shares
|
$2,991
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
71
shares
|
$2,950
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
69
shares
|
$2,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
67
shares
|
$2,783
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
65
shares
|
$2,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65
shares
|
$2,700
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
55
shares
|
$2,285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
50
shares
|
$2,077
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
46
shares
|
$1,911
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$1,786
0.0% of portfolio
|
Q1 2022
Reduced 34.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
41
shares
|
$1,703
0.0% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
41
shares
|
$1,703
0.0% of portfolio
|
Q1 2023
Reduced 34.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
40
shares
|
$1,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
37
shares
|
$1,537
0.0% of portfolio
|
Q2 2023
Added 1054.05%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
36
shares
|
$1,495
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
34
shares
|
$1,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
31
shares
|
$1,288
0.0% of portfolio
|
Q3 2023
Added 72.22%
|