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 845 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $5.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
9,172
shares
|
$385,774
0.08% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
9,083
shares
|
$382,030
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
9,059
shares
|
$381,021
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,966
shares
|
$377,109
0.06% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,909
shares
|
$374,712
0.12% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,815
shares
|
$370,758
0.07% of portfolio
|
Q4 2022
Reduced 12.12%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,815
shares
|
$370,758
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
8,764
shares
|
$368,613
0.09% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
8,722
shares
|
$366,847
0.04% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,707
shares
|
$366,216
0.05% of portfolio
|
Q2 2022
Reduced 6.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
8,675
shares
|
$364,870
0.05% of portfolio
|
Q4 2024
Reduced 50.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
8,645
shares
|
$363,608
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
8,579
shares
|
$360,832
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,522
shares
|
$358,435
0.22% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,468
shares
|
$356,164
0.0% of portfolio
|
Q4 2024
Added 391.47%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
8,459
shares
|
$355,785
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
8,450
shares
|
$355,407
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
8,356
shares
|
$351,453
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
8,044
shares
|
$338,330
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,917
shares
|
$332,989
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,899
shares
|
$332,231
0.03% of portfolio
|
Q4 2022
Added 23.77%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
7,867
shares
|
$330,886
0.04% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,846
shares
|
$330,002
0.03% of portfolio
|
Q4 2024
Reduced 41.29%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,820
shares
|
$328,909
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
7,816
shares
|
$328,740
0.02% of portfolio
|
Q4 2024
Reduced 93.48%
|