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 |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
686,521
shares
|
$28.7 Million
0.69% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
659,000
shares
|
$27.6 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
644,687
shares
|
$27 Million
1.35% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
613,294
shares
|
$25.7 Million
0.84% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
593,100
shares
|
$24.8 Million
0.0% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
590,511
shares
|
$24.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
586,876
shares
|
$24.5 Million
0.05% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
586,531
shares
|
$24.5 Million
2.68% of portfolio
|
Q1 2025
Added 31.01%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
567,895
shares
|
$23.8 Million
0.46% of portfolio
|
Q1 2025
Reduced 65.67%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Apr 25, 2025 Q1 2025 |
515,347
shares
|
$21.6 Million
16.62% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
501,575
shares
|
$21 Million
0.47% of portfolio
|
Q1 2025
Added 34.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
498,786
shares
|
$20.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
494,395
shares
|
$20.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
491,308
shares
|
$20.6 Million
1.62% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
491,225
shares
|
$20.5 Million
0.17% of portfolio
|
Q2 2022
Added 171.53%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
474,255
shares
|
$19.8 Million
5.54% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
470,065
shares
|
$19.7 Million
4.11% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
464,892
shares
|
$19.4 Million
1.96% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
464,364
shares
|
$19.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
464,063
shares
|
$19.4 Million
0.03% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
456,943
shares
|
$19.1 Million
3.16% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
429,157
shares
|
$18 Million
0.36% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
425,027
shares
|
$17.8 Million
0.81% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
420,123
shares
|
$17.6 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
415,416
shares
|
$17.4 Million
0.75% of portfolio
|
Q1 2025
Added 388.9%
|