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 740 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
24,443,897
shares
|
$930 Million
1.07% of portfolio
|
Q1 2024
Added 22.89%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
18,830,280
shares
|
$716 Million
0.07% of portfolio
|
Q1 2024
Added 82.31%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
5,189,454
shares
|
$197 Million
0.02% of portfolio
|
Q1 2024
Added 3.01%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
3,654,926
shares
|
$139 Million
0.08% of portfolio
|
Q1 2024
Added 2.39%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 30, 2024 Q1 2024 |
2,918,968
shares
|
$111 Million
2.23% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
2,860,116
shares
|
$109 Million
4.01% of portfolio
|
Q1 2024
Added 7.87%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 15, 2024 Q1 2024 |
2,487,738
shares
|
$94.7 Million
1.42% of portfolio
|
Q1 2024
Added 57.02%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,985,101
shares
|
$75.5 Million
0.02% of portfolio
|
Q1 2024
Added 64.45%
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2024 Q1 2024 |
1,744,700
shares
|
$66.4 Million
0.17% of portfolio
|
Q1 2024
Reduced 16.73%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
1,400,000
shares
|
$53.3 Million
0.89% of portfolio
|
Q1 2024
Reduced 74.55%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,088,204
shares
|
$41.4 Million
0.02% of portfolio
|
Q1 2024
Added 74.66%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,077,259
shares
|
$41 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.89%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,010,294
shares
|
$38.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.64%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
1,006,382
shares
|
$38.3 Million
0.08% of portfolio
|
Q1 2024
Added 3.51%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
956,816
shares
|
$36.4 Million
3.19% of portfolio
|
Q1 2024
Reduced 17.88%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
941,263
shares
|
$35.8 Million
0.88% of portfolio
|
Q1 2024
New holding
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
800,258
shares
|
$30.4 Million
1.31% of portfolio
|
Q1 2024
Added 318.29%
|
|
Alps Advisors Inc
Denver, CO |
May 14, 2024 Q1 2024 |
763,872
shares
|
$29.1 Million
0.21% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
761,659
shares
|
$29 Million
0.05% of portfolio
|
Q1 2024
Added 1.96%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
668,188
shares
|
$25.4 Million
0.06% of portfolio
|
Q1 2024
Added 1628.91%
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 12, 2024 Q1 2024 |
659,000
shares
|
$25.1 Million
0.3% of portfolio
|
Q4 2023
New holding
|
|
Money Design Co.,Ltd.
|
Apr 26, 2024 Q1 2024 |
650,047
shares
|
$24.7 Million
1.4% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
649,730
shares
|
$24.7 Million
0.05% of portfolio
|
Q1 2024
Added 0.98%
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2024 Q1 2024 |
623,697
shares
|
$23.7 Million
1.6% of portfolio
|
Q1 2024
Added 3.54%
|
|
Meitav Dash Investments LTD
|
May 01, 2024 Q1 2024 |
593,291
shares
|
$22.6 Million
0.48% of portfolio
|
Q1 2024
Added 0.0%
|