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 855 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $5.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,183
shares
|
$371,176
0.02% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
9,173
shares
|
$370,772
0.12% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
9,096
shares
|
$367,660
0.01% of portfolio
|
Q1 2025
Reduced 93.25%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
9,083
shares
|
$367,134
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
9,059
shares
|
$366,164
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,850
shares
|
$357,717
0.12% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,815
shares
|
$356,302
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,815
shares
|
$356,302
0.07% of portfolio
|
Q4 2022
Reduced 12.12%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
8,792
shares
|
$355,372
0.1% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
8,722
shares
|
$352,543
0.04% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,707
shares
|
$351,936
0.05% of portfolio
|
Q2 2022
Reduced 6.21%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
8,645
shares
|
$349,430
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
8,579
shares
|
$346,763
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,522
shares
|
$344,459
0.22% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
8,503
shares
|
$343,691
0.33% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,468
shares
|
$342,276
0.0% of portfolio
|
Q4 2024
Added 391.47%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
8,459
shares
|
$341,912
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
8,450
shares
|
$341,549
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
8,356
shares
|
$337,749
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
8,331
shares
|
$336,739
0.09% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
8,273
shares
|
$334,394
0.04% of portfolio
|
Q1 2025
Added 64.97%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
8,249
shares
|
$333,424
0.34% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
8,075
shares
|
$326,391
0.04% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,899
shares
|
$319,277
0.03% of portfolio
|
Q4 2022
Added 23.77%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,860
shares
|
$317,701
0.01% of portfolio
|
Q1 2025
Added 14.51%
|