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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
24,030
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 94.98%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
24,000
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
23,953
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 47.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
23,849
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
23,786
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
23,585
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,165
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Added 26.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,091
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
22,860
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
22,771
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
22,671
shares
|
$999,564
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
22,653
shares
|
$998,770
0.03% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
22,635
shares
|
$997,977
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
22,366
shares
|
$986,116
0.47% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
22,357
shares
|
$985,720
0.02% of portfolio
|
Q3 2024
Added 93.72%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
22,282
shares
|
$982,413
0.11% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
22,197
shares
|
$978,665
0.19% of portfolio
|
Q3 2024
Reduced 36.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
21,941
shares
|
$967,378
0.0% of portfolio
|
Q3 2024
Added 62.09%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
21,838
shares
|
$962,837
0.11% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
21,729
shares
|
$958,031
0.73% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21,588
shares
|
$951,814
0.1% of portfolio
|
Q2 2024
Added 15.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
21,470
shares
|
$946,612
0.04% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
21,384
shares
|
$942,820
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
21,235
shares
|
$936,251
0.4% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
21,182
shares
|
$933,914
0.83% of portfolio
|
Q3 2024
New holding
|