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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
33,418
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Added 79.62%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
32,961
shares
|
$1.45 Million
0.46% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
32,690
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
32,451
shares
|
$1.43 Million
0.71% of portfolio
|
Q4 2022
Added 12.59%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
32,314
shares
|
$1.42 Million
0.16% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
32,090
shares
|
$1.41 Million
1.59% of portfolio
|
Q3 2024
Added 47.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
32,030
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 158.77%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
31,688
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
30,943
shares
|
$1.36 Million
0.23% of portfolio
|
Q1 2023
Added 14.77%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
30,854
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
30,840
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
Added 32.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
30,576
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 50.97%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
30,329
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2024
Added 55.71%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
30,306
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
29,870
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
29,660
shares
|
$1.31 Million
0.34% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
29,651
shares
|
$1.31 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,630
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
29,602
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
29,541
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
29,388
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 429.8%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
29,249
shares
|
$1.29 Million
0.43% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
28,806
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
28,735
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 371.53%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
28,407
shares
|
$1.25 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.51%
|