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 821 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 |
|---|---|---|---|---|---|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
21,182
shares
|
$951,071
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
20,866
shares
|
$936,883
0.06% of portfolio
|
Q3 2024
Added 58.7%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
20,851
shares
|
$936,209
0.13% of portfolio
|
Q3 2024
Added 936.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,695
shares
|
$929,205
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,600
shares
|
$924,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
20,276
shares
|
$910,392
0.02% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
20,155
shares
|
$904,959
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,958
shares
|
$896,114
0.02% of portfolio
|
Q3 2024
Reduced 27.6%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
19,879
shares
|
$892,567
0.19% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
19,850
shares
|
$891,265
0.38% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
19,802
shares
|
$889,109
0.11% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
19,755
shares
|
$886,999
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
19,714
shares
|
$885,158
0.09% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
19,573
shares
|
$878,827
0.11% of portfolio
|
Q3 2024
Added 15.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
19,485
shares
|
$874,876
0.04% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
19,450
shares
|
$873,305
0.0% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
19,410
shares
|
$871,509
0.09% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
19,215
shares
|
$862,753
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
19,192
shares
|
$861,720
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
19,178
shares
|
$861,092
0.1% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
19,015
shares
|
$853,773
0.46% of portfolio
|
Q3 2024
Added 48.62%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
18,928
shares
|
$849,867
0.1% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,926
shares
|
$849,777
0.06% of portfolio
|
Q3 2024
Added 246.95%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
18,876
shares
|
$847,532
0.14% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,807
shares
|
$844,434
0.68% of portfolio
|
Q4 2022
Reduced 13.88%
|