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 |
|---|---|---|---|---|---|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
23,696
shares
|
$991,203
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
23,003
shares
|
$962,215
0.07% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
22,418
shares
|
$937,744
0.0% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
22,349
shares
|
$934,858
0.71% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
22,317
shares
|
$933,520
0.25% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
22,207
shares
|
$928,918
0.07% of portfolio
|
Q1 2025
Reduced 83.22%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
May 15, 2025 Q1 2025 |
21,605
shares
|
$903,737
2.46% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
21,599
shares
|
$903,486
0.12% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21,588
shares
|
$903,026
0.1% of portfolio
|
Q2 2024
Added 15.17%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
21,456
shares
|
$897,504
0.01% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
21,242
shares
|
$888,552
0.46% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
20,921
shares
|
$875,125
0.48% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
20,874
shares
|
$873,159
0.0% of portfolio
|
Q1 2025
Reduced 62.65%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
20,817
shares
|
$870,775
0.89% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
20,750
shares
|
$867,972
0.01% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,695
shares
|
$865,671
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
20,639
shares
|
$863,329
0.21% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
20,147
shares
|
$842,749
0.11% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
20,133
shares
|
$842,163
0.02% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
20,033
shares
|
$837,980
0.17% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
20,010
shares
|
$837,018
0.14% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,778
shares
|
$827,313
0.1% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
19,508
shares
|
$816,019
0.5% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
19,460
shares
|
$814,011
0.29% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
19,410
shares
|
$811,920
0.09% of portfolio
|
Q3 2022
Added 3.17%
|