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 |
|---|---|---|---|---|---|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
44,237
shares
|
$1.85 Million
1.24% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
43,901
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 57.4%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
42,872
shares
|
$1.79 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
42,754
shares
|
$1.79 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
42,648
shares
|
$1.78 Million
0.35% of portfolio
|
Q1 2025
Reduced 44.68%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
42,451
shares
|
$1.78 Million
1.64% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
42,108
shares
|
$1.76 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
41,450
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
40,918
shares
|
$1.71 Million
0.23% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,900
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 64.84%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
40,516
shares
|
$1.69 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
40,488
shares
|
$1.69 Million
0.81% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
40,382
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
40,172
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 54.76%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
40,163
shares
|
$1.68 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,871
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
39,355
shares
|
$1.65 Million
0.48% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
38,664
shares
|
$1.62 Million
1.2% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,626
shares
|
$1.62 Million
1.03% of portfolio
|
Q2 2022
Added 1.05%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
38,465
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 26.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
38,053
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Added 299.63%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
37,762
shares
|
$1.58 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
36,921
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
36,784
shares
|
$1.54 Million
0.49% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
36,395
shares
|
$1.52 Million
0.6% of portfolio
|
Q1 2025
Added 3.81%
|