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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$322,467
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,691
shares
|
$321,714
0.02% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
7,671
shares
|
$320,877
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$320,501
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
7,632
shares
|
$319,246
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
7,411
shares
|
$310,002
0.02% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
7,395
shares
|
$309,332
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,371
shares
|
$308,328
0.12% of portfolio
|
Q1 2025
Reduced 77.74%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
7,275
shares
|
$304,313
0.01% of portfolio
|
Q3 2024
Reduced 47.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,264
shares
|
$303,853
0.01% of portfolio
|
Q2 2020
Reduced 1.0%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
7,253
shares
|
$303,392
0.02% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
7,252
shares
|
$303,351
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
7,241
shares
|
$302,891
0.01% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
7,186
shares
|
$300,590
0.01% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
7,123
shares
|
$297,955
0.12% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
7,115
shares
|
$297,620
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,115
shares
|
$297,620
0.01% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,098
shares
|
$296,909
0.11% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
7,047
shares
|
$294,776
0.18% of portfolio
|
Q1 2025
Reduced 45.82%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
6,981
shares
|
$292,015
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
6,934
shares
|
$290,049
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
6,933
shares
|
$290,007
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
6,925
shares
|
$289,672
0.28% of portfolio
|
Q1 2025
Reduced 37.48%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
6,905
shares
|
$288,836
0.03% of portfolio
|
Q1 2025
Reduced 52.14%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
6,855
shares
|
$286,744
0.27% of portfolio
|
Q4 2024
New holding
|