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 852 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 |
|---|---|---|---|---|---|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
7,115
shares
|
$287,588
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
7,104
shares
|
$287,143
0.15% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,098
shares
|
$286,901
0.11% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
7,090
shares
|
$286,577
0.01% of portfolio
|
Q4 2024
Reduced 91.67%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,034
shares
|
$284,314
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,029
shares
|
$284,112
0.02% of portfolio
|
Q4 2024
Added 923.14%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
6,988
shares
|
$282,454
0.01% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
6,940
shares
|
$280,514
0.01% of portfolio
|
Q4 2024
Added 19.63%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
6,933
shares
|
$280,231
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
6,855
shares
|
$277,079
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
6,847
shares
|
$276,755
0.12% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,819
shares
|
$275,623
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,784
shares
|
$274,209
0.1% of portfolio
|
Q4 2024
Reduced 84.41%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
6,778
shares
|
$273,966
0.02% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,625
shares
|
$267,782
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,602
shares
|
$266,852
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
6,507
shares
|
$263,012
0.08% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
6,499
shares
|
$262,689
0.05% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,480
shares
|
$261,921
0.01% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
6,478
shares
|
$261,840
0.17% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,442
shares
|
$260,385
0.03% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,419
shares
|
$259,455
0.01% of portfolio
|
Q1 2025
Added 277.81%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
6,400
shares
|
$258,688
0.06% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
6,382
shares
|
$257,960
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
6,275
shares
|
$253,635
0.2% of portfolio
|
Q4 2024
Reduced 25.92%
|