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 844 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $6.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
34,507,302
shares
|
$1.44 Billion
1.36% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
19,088,951
shares
|
$798 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
13,351,517
shares
|
$558 Million
4.28% of portfolio
|
Q1 2025
Added 1641.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,834,549
shares
|
$286 Million
0.02% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,025,561
shares
|
$168 Million
0.04% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,942,327
shares
|
$165 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
3,534,204
shares
|
$148 Million
2.3% of portfolio
|
Q1 2025
Added 46.74%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
3,093,241
shares
|
$129 Million
3.65% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,622,231
shares
|
$67.9 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,593,455
shares
|
$66.7 Million
0.04% of portfolio
|
Q3 2024
Added 384.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,403,059
shares
|
$58.7 Million
0.01% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,340,000
shares
|
$56.1 Million
0.02% of portfolio
|
Q1 2025
Added 105.67%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
1,265,158
shares
|
$52.9 Million
5.58% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,261,073
shares
|
$52.8 Million
0.11% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,234,773
shares
|
$51.7 Million
1.03% of portfolio
|
Q1 2025
Added 1105.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,156,095
shares
|
$48.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,150,124
shares
|
$48.1 Million
0.68% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
1,083,175
shares
|
$45.3 Million
0.26% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
986,872
shares
|
$41.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
971,421
shares
|
$40.6 Million
1.39% of portfolio
|
Q1 2025
Added 95.62%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
959,400
shares
|
$40.1 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
937,989
shares
|
$39.2 Million
0.5% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
776,387
shares
|
$32.5 Million
0.05% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
706,924
shares
|
$29.6 Million
0.06% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
688,900
shares
|
$28.8 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.4%
|