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 819 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 $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
51,805
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
51,659
shares
|
$2.28 Million
0.7% of portfolio
|
Q3 2024
Added 631.4%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
51,488
shares
|
$2.27 Million
0.34% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
50,295
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Added 379.73%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
50,071
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
49,282
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
47,541
shares
|
$2.1 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
46,947
shares
|
$2.07 Million
1.41% of portfolio
|
Q3 2024
Added 125.58%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
46,496
shares
|
$2.05 Million
0.09% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
45,873
shares
|
$2.02 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
45,852
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
45,578
shares
|
$2.01 Million
2.29% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
45,328
shares
|
$2 Million
0.96% of portfolio
|
Q3 2024
Added 69.57%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
44,978
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2024
Added 5.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
43,876
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
43,787
shares
|
$1.93 Million
0.09% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
43,757
shares
|
$1.93 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
43,645
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
43,132
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
43,092
shares
|
$1.9 Million
0.87% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
42,992
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 67.17%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
42,945
shares
|
$1.89 Million
1.52% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
42,795
shares
|
$1.89 Million
0.62% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
42,013
shares
|
$1.85 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
41,191
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.66%
|