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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,166
shares
|
$734,269
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
17,987
shares
|
$727,034
0.23% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
17,922
shares
|
$724,407
0.07% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
17,837
shares
|
$720,971
0.2% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
17,815
shares
|
$720,082
0.4% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
17,802
shares
|
$719,556
0.15% of portfolio
|
Q4 2024
Added 33.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
17,789
shares
|
$719,031
0.03% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
17,645
shares
|
$713,210
0.13% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
17,632
shares
|
$712,685
0.5% of portfolio
|
Q4 2024
Reduced 62.44%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
17,618
shares
|
$712,119
0.19% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
17,438
shares
|
$704,843
0.06% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,306
shares
|
$699,508
0.09% of portfolio
|
Q2 2024
Added 18.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,290
shares
|
$698,861
0.01% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
16,982
shares
|
$686,412
0.24% of portfolio
|
Q4 2024
Added 77.99%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
16,951
shares
|
$685,159
0.32% of portfolio
|
Q1 2025
Reduced 74.26%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
16,838
shares
|
$680,591
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,806
shares
|
$679,298
0.11% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
16,670
shares
|
$673,801
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,635
shares
|
$672,386
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,549
shares
|
$668,910
0.02% of portfolio
|
Q3 2024
Added 98.12%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
16,538
shares
|
$668,465
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
|
$667,617
0.02% of portfolio
|
Q1 2025
Reduced 84.91%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
16,461
shares
|
$665,353
0.21% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
16,338
shares
|
$660,381
0.0% of portfolio
|
Q2 2024
Added 68.1%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
16,243
shares
|
$656,542
0.0% of portfolio
|
Q1 2024
New holding
|