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 $5.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
132,323
shares
|
$5.49 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
131,114
shares
|
$5.44 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
130,853
shares
|
$5.43 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
127,195
shares
|
$5.28 Million
0.19% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
126,879
shares
|
$5.27 Million
0.5% of portfolio
|
Q4 2024
Added 1353.03%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
121,994
shares
|
$5.06 Million
0.87% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
121,841
shares
|
$5.06 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
119,977
shares
|
$4.98 Million
2.08% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
119,960
shares
|
$4.98 Million
0.33% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
118,983
shares
|
$4.94 Million
2.79% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
117,959
shares
|
$4.9 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
117,174
shares
|
$4.86 Million
1.17% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
116,327
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
Added 231.42%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
114,451
shares
|
$4.75 Million
0.09% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
112,558
shares
|
$4.67 Million
0.31% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
111,891
shares
|
$4.64 Million
3.09% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
109,742
shares
|
$4.56 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
109,457
shares
|
$4.54 Million
0.16% of portfolio
|
Q4 2024
Reduced 50.22%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
108,599
shares
|
$4.51 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
108,014
shares
|
$4.48 Million
1.14% of portfolio
|
Q4 2024
Added 30.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
107,559
shares
|
$4.46 Million
0.06% of portfolio
|
Q4 2024
Added 26.39%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
105,616
shares
|
$4.38 Million
0.2% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
105,550
shares
|
$4.38 Million
3.84% of portfolio
|
Q4 2024
New holding
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
104,758
shares
|
$4.35 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
104,280
shares
|
$4.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|