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 821 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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
11,923
shares
|
$535,342
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
11,791
shares
|
$529,415
0.2% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
11,777
shares
|
$528,787
0.18% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
11,750
shares
|
$527,575
0.06% of portfolio
|
Q3 2024
Added 30.56%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,702
shares
|
$525,419
0.01% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
11,603
shares
|
$520,974
0.02% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
11,589
shares
|
$520,346
0.15% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
11,457
shares
|
$514,419
0.01% of portfolio
|
Q3 2024
Added 102.78%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
11,333
shares
|
$508,851
0.27% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,316
shares
|
$508,088
0.02% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
11,194
shares
|
$502,610
0.08% of portfolio
|
Q3 2024
Added 159.6%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
11,100
shares
|
$498,390
0.25% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
11,070
shares
|
$497,043
0.07% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
10,979
shares
|
$492,957
0.03% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
10,939
shares
|
$491,161
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,908
shares
|
$489,769
0.03% of portfolio
|
Q3 2023
Added 0.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
10,879
shares
|
$488,467
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
10,879
shares
|
$488,467
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
10,841
shares
|
$486,760
0.05% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,776
shares
|
$483,842
0.13% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
10,728
shares
|
$481,687
0.95% of portfolio
|
Q3 2022
Reduced 22.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,702
shares
|
$480,519
0.0% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,532
shares
|
$472,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,407
shares
|
$467,274
0.01% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,402
shares
|
$467,049
0.11% of portfolio
|
Q1 2024
Reduced 5.89%
|