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 135 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,456
shares
|
$61,108
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,335
shares
|
$56,029
0.0% of portfolio
|
Q4 2024
Added 88.83%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
1,314
shares
|
$55,148
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,266
shares
|
$53,134
0.0% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
1,139
shares
|
$47,803
0.03% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,032
shares
|
$43,313
0.0% of portfolio
|
Q2 2018
Added 0.81%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,030
shares
|
$43,229
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,019
shares
|
$42,767
0.0% of portfolio
|
Q4 2024
Added 95.21%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
982
shares
|
$41,214
0.0% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
966
shares
|
$40,543
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
960
shares
|
$40,291
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
888
shares
|
$37,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
879
shares
|
$36,891
0.0% of portfolio
|
Q4 2024
Added 38.64%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
807
shares
|
$33,869
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
805
shares
|
$33,785
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
787
shares
|
$33,030
0.03% of portfolio
|
Q1 2023
Added 171.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
744
shares
|
$31,225
0.0% of portfolio
|
Q3 2024
Reduced 67.74%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
735
shares
|
$30,847
0.0% of portfolio
|
Q2 2022
Added 3575.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
732
shares
|
$30,722
0.01% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
718
shares
|
$30,134
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
701
shares
|
$29,420
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
654
shares
|
$27,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
648
shares
|
$27,196
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
647
shares
|
$27,154
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
632
shares
|
$26,525
0.01% of portfolio
|
Q4 2024
New holding
|