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 |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
40,989
shares
|
$1.81 Million
0.44% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
40,426
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,871
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
39,198
shares
|
$1.73 Million
0.46% of portfolio
|
Q3 2024
Added 161.58%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,626
shares
|
$1.7 Million
1.03% of portfolio
|
Q2 2022
Added 1.05%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
38,433
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,856
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
37,854
shares
|
$1.67 Million
0.6% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
37,600
shares
|
$1.66 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
37,523
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2024
Added 226.03%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
37,263
shares
|
$1.64 Million
1.15% of portfolio
|
Q3 2024
Reduced 86.38%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
37,227
shares
|
$1.64 Million
0.47% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
36,521
shares
|
$1.61 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
36,467
shares
|
$1.61 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
36,405
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
36,339
shares
|
$1.6 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
35,844
shares
|
$1.58 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
35,512
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
35,347
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
35,126
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 93.6%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,100
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.42%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
34,992
shares
|
$1.54 Million
0.56% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
34,803
shares
|
$1.53 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
34,442
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
33,632
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2024
Added 78.6%
|