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 819 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,730
shares
|
$340,815
0.04% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$339,889
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$337,817
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
7,632
shares
|
$336,494
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
7,501
shares
|
$330,719
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
7,308
shares
|
$322,209
0.01% of portfolio
|
Q3 2024
Reduced 58.32%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7,275
shares
|
$320,754
0.01% of portfolio
|
Q3 2024
Reduced 47.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,264
shares
|
$320,269
0.01% of portfolio
|
Q2 2020
Reduced 1.0%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
7,241
shares
|
$319,255
0.01% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
7,070
shares
|
$311,716
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,030
shares
|
$309,952
0.03% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
7,003
shares
|
$308,762
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
6,913
shares
|
$304,794
0.04% of portfolio
|
Q3 2024
Reduced 34.73%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
6,890
shares
|
$303,780
0.12% of portfolio
|
Q3 2024
Added 4651.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
6,888
shares
|
$303,691
0.0% of portfolio
|
Q2 2024
Added 5.84%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,819
shares
|
$300,649
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,746
shares
|
$297,431
0.02% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,680
shares
|
$294,521
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,636
shares
|
$292,581
0.15% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,602
shares
|
$291,082
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,562
shares
|
$289,318
0.01% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
6,542
shares
|
$288,436
0.07% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
6,470
shares
|
$285,262
0.12% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,442
shares
|
$284,027
0.03% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
6,400
shares
|
$282,176
0.07% of portfolio
|
Q2 2024
Reduced 0.54%
|