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 |
|---|---|---|---|---|---|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
11,965
shares
|
$500,495
0.27% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,923
shares
|
$498,739
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,682
shares
|
$488,658
0.02% of portfolio
|
Q1 2025
Reduced 44.67%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
11,597
shares
|
$485,102
0.18% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
11,562
shares
|
$483,638
0.01% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
11,446
shares
|
$478,786
0.51% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,385
shares
|
$476,234
0.07% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11,215
shares
|
$469,123
0.34% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
11,211
shares
|
$468,956
0.18% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11,181
shares
|
$467,701
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,002
shares
|
$460,213
0.0% of portfolio
|
Q1 2025
Added 44.08%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
10,975
shares
|
$459,084
0.1% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,941
shares
|
$457,662
0.02% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,908
shares
|
$456,281
0.03% of portfolio
|
Q3 2023
Added 0.21%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
10,895
shares
|
$455,737
0.23% of portfolio
|
Q1 2025
Reduced 44.22%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,880
shares
|
$455,110
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
10,824
shares
|
$452,767
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,776
shares
|
$450,760
0.13% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
10,758
shares
|
$450,007
0.16% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
10,728
shares
|
$448,752
0.95% of portfolio
|
Q3 2022
Reduced 22.84%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
10,654
shares
|
$445,656
0.06% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,353
shares
|
$433,065
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,252
shares
|
$428,841
0.0% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
10,202
shares
|
$426,749
0.01% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
10,195
shares
|
$426,456
0.16% of portfolio
|
Q1 2025
Reduced 3.34%
|