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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,846
shares
|
$317,135
0.03% of portfolio
|
Q4 2024
Reduced 41.29%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
7,827
shares
|
$316,367
0.02% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,820
shares
|
$316,084
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
7,816
shares
|
$315,922
0.02% of portfolio
|
Q4 2024
Reduced 93.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
7,800
shares
|
$315,276
0.0% of portfolio
|
Q4 2024
Reduced 67.21%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
7,774
shares
|
$314,225
0.01% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,740
shares
|
$312,850
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
7,736
shares
|
$312,689
0.19% of portfolio
|
Q4 2023
Reduced 7.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$311,597
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,691
shares
|
$310,870
0.02% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
7,671
shares
|
$310,061
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$309,698
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,636
shares
|
$308,647
0.0% of portfolio
|
Q4 2024
Added 38.61%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
7,632
shares
|
$308,485
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
7,603
shares
|
$307,313
0.0% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
7,500
shares
|
$303,150
0.16% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,454
shares
|
$301,290
0.01% of portfolio
|
Q4 2024
Added 34.52%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
7,395
shares
|
$298,905
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,285
shares
|
$294,459
0.0% of portfolio
|
Q4 2024
Reduced 45.81%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
7,275
shares
|
$294,055
0.0% of portfolio
|
Q3 2024
Reduced 47.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,264
shares
|
$293,610
0.01% of portfolio
|
Q2 2020
Reduced 1.0%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
7,241
shares
|
$292,681
0.01% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
7,228
shares
|
$292,155
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
7,179
shares
|
$290,175
0.0% of portfolio
|
Q4 2024
Added 45.68%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
7,123
shares
|
$287,911
0.12% of portfolio
|
Q1 2025
Added 16.22%
|