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 845 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 $5.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barometer Capital Management Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,030
shares
|
$43,321
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,019
shares
|
$42,859
0.0% of portfolio
|
Q4 2024
Added 95.21%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
982
shares
|
$41,302
0.0% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
966
shares
|
$40,629
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
960
shares
|
$40,377
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
888
shares
|
$37,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
807
shares
|
$33,942
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
805
shares
|
$33,858
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
787
shares
|
$33,101
0.03% of portfolio
|
Q1 2023
Added 171.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
744
shares
|
$31,292
0.0% of portfolio
|
Q3 2024
Reduced 67.74%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
735
shares
|
$30,914
0.0% of portfolio
|
Q2 2022
Added 3575.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
732
shares
|
$30,787
0.01% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
718
shares
|
$30,199
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
701
shares
|
$29,484
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
654
shares
|
$27,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
648
shares
|
$27,254
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
647
shares
|
$27,212
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
634
shares
|
$26,666
0.0% of portfolio
|
Q3 2024
Added 183.04%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
632
shares
|
$26,581
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
625
shares
|
$26,287
0.0% of portfolio
|
Q2 2023
Reduced 62.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
610
shares
|
$25,656
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
610
shares
|
$25,656
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$25,236
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
598
shares
|
$25,151
0.0% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
567
shares
|
$23,848
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|