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 |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
4,991
shares
|
$220,053
0.02% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,985
shares
|
$219,788
0.02% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
4,928
shares
|
$217,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,911
shares
|
$216,525
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
4,886
shares
|
$215,423
0.06% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
4,877
shares
|
$215,026
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
4,776
shares
|
$210,573
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,774
shares
|
$210,485
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,758
shares
|
$209,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
4,751
shares
|
$209,471
0.02% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,661
shares
|
$205,503
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,622
shares
|
$203,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,606
shares
|
$203,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
4,570
shares
|
$201,491
0.03% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,530
shares
|
$199,727
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,328
shares
|
$190,821
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,152
shares
|
$183,061
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
4,078
shares
|
$179,799
0.01% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,930
shares
|
$173,273
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,829
shares
|
$168,820
0.06% of portfolio
|
Q1 2023
Added 29.97%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
3,766
shares
|
$166,042
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,744
shares
|
$165,072
0.01% of portfolio
|
Q2 2024
Added 13.56%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$158,724
0.0% of portfolio
|
Q3 2024
Reduced 87.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
3,301
shares
|
$145,541
0.05% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,256
shares
|
$143,557
0.02% of portfolio
|
Q3 2024
Added 10.15%
|