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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
3,012
shares
|
$132,799
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,955
shares
|
$130,285
0.04% of portfolio
|
Q3 2024
Added 2283.06%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
2,893
shares
|
$127,552
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,799
shares
|
$123,407
0.01% of portfolio
|
Q3 2024
Added 1617.18%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
2,510
shares
|
$110,665
0.05% of portfolio
|
Q1 2024
Reduced 26.39%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
2,470
shares
|
$108,902
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,466
shares
|
$108,725
0.01% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,343
shares
|
$103,302
0.07% of portfolio
|
Q3 2024
Added 69.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,310
shares
|
$101,847
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,265
shares
|
$99,863
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,188
shares
|
$96,468
0.0% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
2,158
shares
|
$95,146
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,098
shares
|
$92,500
0.0% of portfolio
|
Q3 2024
Added 142.54%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,048
shares
|
$90,296
0.01% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,047
shares
|
$90,252
0.0% of portfolio
|
Q4 2023
Added 94.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
2,021
shares
|
$89,105
0.01% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,910
shares
|
$84,211
0.0% of portfolio
|
Q2 2024
Reduced 99.58%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,878
shares
|
$82,801
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,830
shares
|
$80,684
0.04% of portfolio
|
Q3 2024
Reduced 91.93%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,760
shares
|
$77,598
0.03% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,730
shares
|
$76,275
0.01% of portfolio
|
Q2 2024
Reduced 87.83%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,723
shares
|
$75,967
0.0% of portfolio
|
Q3 2024
Added 94.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,699
shares
|
$74,908
0.0% of portfolio
|
Q3 2024
Added 818.38%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,669
shares
|
$73,586
0.0% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,614
shares
|
$71,161
0.01% of portfolio
|
Q3 2024
Added 0.56%
|