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 855 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $5.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
24,273
shares
|
$981,114
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
24,238
shares
|
$979,699
0.1% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,708
shares
|
$958,277
0.02% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
23,267
shares
|
$940,452
0.03% of portfolio
|
Q4 2024
Added 146.34%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
23,243
shares
|
$939,482
0.1% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
23,231
shares
|
$938,997
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
23,003
shares
|
$929,781
0.07% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
22,818
shares
|
$922,303
0.21% of portfolio
|
Q4 2024
Reduced 31.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,739
shares
|
$919,110
0.01% of portfolio
|
Q4 2024
Reduced 90.74%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
22,702
shares
|
$917,614
0.01% of portfolio
|
Q4 2024
Added 31.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
22,638
shares
|
$915,027
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
22,349
shares
|
$903,346
0.71% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
22,122
shares
|
$894,171
0.11% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
21,929
shares
|
$886,370
0.03% of portfolio
|
Q4 2024
Added 145.13%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21,588
shares
|
$872,586
0.1% of portfolio
|
Q2 2024
Added 15.17%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
21,242
shares
|
$858,601
0.46% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
21,114
shares
|
$853,427
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
20,849
shares
|
$842,716
0.09% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
20,724
shares
|
$837,664
0.07% of portfolio
|
Q4 2024
Reduced 31.67%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,695
shares
|
$836,491
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
20,639
shares
|
$834,228
0.21% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
20,529
shares
|
$829,782
0.12% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
20,491
shares
|
$828,246
0.08% of portfolio
|
Q4 2024
Added 43.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
20,382
shares
|
$823,840
0.02% of portfolio
|
Q4 2024
Added 45.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
20,305
shares
|
$820,728
0.08% of portfolio
|
Q4 2024
Added 126.9%
|