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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
5,367
shares
|
$224,501
0.06% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
5,325
shares
|
$222,744
0.12% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
5,310
shares
|
$222,117
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
5,307
shares
|
$221,991
0.06% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
5,237
shares
|
$219,063
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
5,224
shares
|
$218,519
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
5,180
shares
|
$216,679
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
5,158
shares
|
$215,759
0.04% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
5,135
shares
|
$214,797
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,132
shares
|
$214,671
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,119
shares
|
$214,127
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,111
shares
|
$213,793
0.0% of portfolio
|
Q1 2025
Added 282.85%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
5,049
shares
|
$211,199
0.06% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,043
shares
|
$210,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
5,025
shares
|
$210,195
0.08% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
5,024
shares
|
$210,153
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,907
shares
|
$205,259
0.02% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
4,830
shares
|
$202,038
0.12% of portfolio
|
Q1 2025
Reduced 44.99%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,789
shares
|
$200,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,782
shares
|
$200,031
0.01% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,750
shares
|
$198,692
0.01% of portfolio
|
Q1 2025
Added 51.61%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,732
shares
|
$197,939
0.02% of portfolio
|
Q1 2025
Added 67500.0%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,527
shares
|
$189,364
0.0% of portfolio
|
Q1 2025
Added 344.26%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
4,444
shares
|
$185,892
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
4,219
shares
|
$176,480
0.01% of portfolio
|
Q1 2025
New holding
|