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 819 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 |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,806
shares
|
$740,976
0.11% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
16,772
shares
|
$739,477
0.22% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,635
shares
|
$733,437
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,549
shares
|
$729,645
0.02% of portfolio
|
Q3 2024
Added 98.12%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
16,492
shares
|
$727,132
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
16,338
shares
|
$720,342
0.0% of portfolio
|
Q2 2024
Added 68.1%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
16,261
shares
|
$716,947
0.54% of portfolio
|
Q3 2024
Added 34.63%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
16,243
shares
|
$716,153
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
16,165
shares
|
$712,714
0.07% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
16,000
shares
|
$705,440
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,919
shares
|
$701,868
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
15,842
shares
|
$698,473
0.08% of portfolio
|
Q3 2024
Added 44.11%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
15,704
shares
|
$692,389
0.82% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
15,603
shares
|
$687,936
0.04% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
15,577
shares
|
$686,789
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,390
shares
|
$678,545
0.02% of portfolio
|
Q3 2024
Reduced 90.73%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,819
shares
|
$653,369
0.01% of portfolio
|
Q4 2023
Reduced 59.02%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
14,780
shares
|
$651,650
0.06% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
14,566
shares
|
$642,214
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
14,286
shares
|
$629,869
0.3% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
14,273
shares
|
$629,296
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
14,100
shares
|
$621,669
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
14,009
shares
|
$617,656
0.01% of portfolio
|
Q3 2024
Added 39.64%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
13,792
shares
|
$608,089
0.18% of portfolio
|
Q3 2024
Added 16.45%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,788
shares
|
$607,912
0.0% of portfolio
|
Q3 2024
Added 5.77%
|