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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
17,618
shares
|
$736,960
0.19% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
17,605
shares
|
$736,417
0.02% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
17,322
shares
|
$724,579
0.0% of portfolio
|
Q1 2025
Added 60.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
17,316
shares
|
$724,328
0.03% of portfolio
|
Q1 2025
Reduced 45.78%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,306
shares
|
$723,909
0.09% of portfolio
|
Q2 2024
Added 18.77%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
17,246
shares
|
$721,400
0.06% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
17,193
shares
|
$719,183
0.01% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
17,111
shares
|
$715,753
0.07% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
17,057
shares
|
$713,494
0.08% of portfolio
|
Q1 2025
Added 20.54%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
16,989
shares
|
$710,649
0.17% of portfolio
|
Q1 2025
Reduced 65.31%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
16,951
shares
|
$709,060
0.32% of portfolio
|
Q1 2025
Reduced 74.26%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,806
shares
|
$702,994
0.11% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,677
shares
|
$697,598
0.01% of portfolio
|
Q1 2025
Reduced 26.66%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
16,670
shares
|
$697,306
0.29% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
16,670
shares
|
$697,306
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,635
shares
|
$695,842
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,549
shares
|
$692,244
0.02% of portfolio
|
Q3 2024
Added 98.12%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
16,538
shares
|
$691,784
0.59% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
16,517
shares
|
$690,906
0.02% of portfolio
|
Q1 2025
Reduced 84.91%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
16,466
shares
|
$688,772
0.26% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
16,461
shares
|
$688,563
0.21% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,338
shares
|
$683,418
0.0% of portfolio
|
Q2 2024
Added 68.1%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
16,308
shares
|
$682,163
0.65% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
16,255
shares
|
$679,946
0.0% of portfolio
|
Q1 2025
Reduced 44.66%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
16,243
shares
|
$679,444
0.0% of portfolio
|
Q1 2024
New holding
|