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 823 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
29,147,305
shares
|
$1.19 Billion
1.29% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,109,145
shares
|
$820 Million
0.08% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,993,062
shares
|
$285 Million
0.02% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,950,000
shares
|
$202 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,338,265
shares
|
$177 Million
0.09% of portfolio
|
Q3 2024
Added 38.26%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,989,025
shares
|
$122 Million
3.78% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
2,928,797
shares
|
$119 Million
2.26% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,557,749
shares
|
$104 Million
0.04% of portfolio
|
Q3 2024
Added 158.71%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
2,493,291
shares
|
$102 Million
1.92% of portfolio
|
Q3 2024
Added 39.03%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
2,408,404
shares
|
$98.2 Million
1.61% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,593,455
shares
|
$65 Million
0.04% of portfolio
|
Q3 2024
Added 384.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,505,127
shares
|
$61.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
1,410,867
shares
|
$57.5 Million
1.02% of portfolio
|
Q3 2024
Reduced 43.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,245,890
shares
|
$50.8 Million
0.11% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,229,731
shares
|
$50.1 Million
0.15% of portfolio
|
Q3 2024
Added 1499.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,147,436
shares
|
$46.8 Million
0.01% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,127,748
shares
|
$46 Million
0.08% of portfolio
|
Q3 2024
Added 2298.19%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,084,439
shares
|
$44.2 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,002,053
shares
|
$40.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
939,742
shares
|
$38.3 Million
0.58% of portfolio
|
Q3 2024
Added 11461.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
819,841
shares
|
$33.4 Million
0.01% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
806,679
shares
|
$32.9 Million
1.29% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
792,275
shares
|
$32.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
786,700
shares
|
$32.1 Million
1.4% of portfolio
|
Q3 2024
Added 33.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
776,387
shares
|
$31.7 Million
0.05% of portfolio
|
Q3 2024
Added 4.54%
|