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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
19,192
shares
|
$802,801
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
19,132
shares
|
$800,291
0.06% of portfolio
|
Q1 2025
Added 48.48%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
19,067
shares
|
$797,572
0.88% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
18,932
shares
|
$791,925
0.03% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
18,928
shares
|
$791,758
0.1% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
18,900
shares
|
$790,587
0.75% of portfolio
|
Q1 2025
Added 51.2%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,807
shares
|
$786,696
0.68% of portfolio
|
Q4 2022
Reduced 13.88%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
18,761
shares
|
$784,772
0.01% of portfolio
|
Q1 2025
Added 99.06%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
18,742
shares
|
$783,977
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
18,722
shares
|
$783,141
0.07% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
18,623
shares
|
$779,000
0.1% of portfolio
|
Q1 2025
Reduced 41.51%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,567
shares
|
$776,657
0.06% of portfolio
|
Q4 2023
Added 214.59%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
18,438
shares
|
$771,261
0.17% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
18,309
shares
|
$765,865
0.0% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
18,213
shares
|
$761,849
0.09% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,166
shares
|
$759,883
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
18,103
shares
|
$757,248
0.08% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
17,987
shares
|
$752,396
0.23% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
17,962
shares
|
$751,350
0.16% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
17,922
shares
|
$749,677
0.07% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
17,789
shares
|
$744,113
0.03% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
17,737
shares
|
$741,938
0.0% of portfolio
|
Q1 2025
Reduced 41.99%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
17,705
shares
|
$740,600
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
17,658
shares
|
$738,634
0.07% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
17,632
shares
|
$737,546
0.5% of portfolio
|
Q4 2024
Reduced 62.44%
|