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 |
|---|---|---|---|---|---|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
26,314
shares
|
$1.1 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
26,297
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
26,222
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 79.96%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
26,150
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
26,130
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
26,083
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 82.38%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
26,050
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
25,948
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2023
Added 130.28%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
25,727
shares
|
$1.08 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,627
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2023
Reduced 5.36%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
25,465
shares
|
$1.07 Million
0.66% of portfolio
|
Q1 2025
Reduced 40.37%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
25,443
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
25,233
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
25,206
shares
|
$1.05 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
25,157
shares
|
$1.05 Million
0.76% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
25,041
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
24,854
shares
|
$1.04 Million
0.5% of portfolio
|
Q1 2025
Reduced 75.1%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
24,835
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,713
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
24,691
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
24,278
shares
|
$1.02 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
24,273
shares
|
$1.02 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
24,238
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
23,999
shares
|
$1 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
23,964
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 324.44%
|