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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
20,292
shares
|
$820,202
0.04% of portfolio
|
Q4 2024
Added 61.41%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
20,202
shares
|
$816,564
0.24% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
20,134
shares
|
$813,816
0.05% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
20,133
shares
|
$813,775
0.02% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
20,010
shares
|
$808,804
0.14% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
19,935
shares
|
$805,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,863
shares
|
$802,862
0.03% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,778
shares
|
$799,426
0.1% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
19,668
shares
|
$794,980
0.17% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
19,508
shares
|
$788,513
0.5% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
19,410
shares
|
$784,552
0.09% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
19,192
shares
|
$775,740
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
19,067
shares
|
$770,688
0.88% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
19,003
shares
|
$768,101
0.71% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
18,958
shares
|
$766,282
0.22% of portfolio
|
Q4 2024
Added 183.8%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,947
shares
|
$765,837
0.42% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
18,928
shares
|
$765,069
0.1% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,807
shares
|
$760,178
0.68% of portfolio
|
Q4 2022
Reduced 13.88%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
18,756
shares
|
$758,117
0.87% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
18,742
shares
|
$757,551
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
18,623
shares
|
$752,741
0.1% of portfolio
|
Q1 2025
Reduced 41.51%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,567
shares
|
$750,478
0.06% of portfolio
|
Q4 2023
Added 214.59%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
18,533
shares
|
$749,103
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
18,370
shares
|
$742,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
18,213
shares
|
$736,169
0.09% of portfolio
|
Q1 2025
Reduced 4.46%
|