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 |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
82,285
shares
|
$3.42 Million
1.29% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
81,696
shares
|
$3.39 Million
0.53% of portfolio
|
Q2 2023
Added 164.02%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
80,360
shares
|
$3.34 Million
0.15% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
78,999
shares
|
$3.28 Million
2.26% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
77,887
shares
|
$3.23 Million
0.05% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
77,444
shares
|
$3.21 Million
0.26% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
77,089
shares
|
$3.2 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
76,838
shares
|
$3.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
76,511
shares
|
$3.18 Million
0.03% of portfolio
|
Q4 2024
Added 47.69%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
76,050
shares
|
$3.16 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
75,123
shares
|
$3.12 Million
0.03% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
74,591
shares
|
$3.1 Million
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
74,335
shares
|
$3.09 Million
0.2% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
72,993
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 93.53%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
71,874
shares
|
$2.98 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
67,590
shares
|
$2.81 Million
1.04% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
67,004
shares
|
$2.78 Million
0.81% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
66,913
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
66,005
shares
|
$2.74 Million
0.52% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
65,864
shares
|
$2.73 Million
1.22% of portfolio
|
Q4 2024
Added 52.85%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
65,859
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2023
Added 26.13%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
64,529
shares
|
$2.68 Million
0.82% of portfolio
|
Q3 2024
Reduced 29.31%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
63,142
shares
|
$2.62 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
62,854
shares
|
$2.61 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,461
shares
|
$2.59 Million
1.05% of portfolio
|
Q3 2022
New holding
|