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 |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
524
shares
|
$21,918
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
501
shares
|
$20,956
0.0% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
500
shares
|
$20,915
0.01% of portfolio
|
Q1 2025
Reduced 87.68%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
455
shares
|
$19,032
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
416
shares
|
$17,401
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
416
shares
|
$17,401
0.01% of portfolio
|
Q1 2025
Reduced 56.94%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
397
shares
|
$16,606
0.0% of portfolio
|
Q1 2025
Added 32.78%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
394
shares
|
$16,481
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
386
shares
|
$16,146
0.0% of portfolio
|
Q4 2022
Added 56.91%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
377
shares
|
$15,769
0.0% of portfolio
|
Q1 2025
Added 25.67%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
373
shares
|
$15,602
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
364
shares
|
$15,226
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
355
shares
|
$14,849
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
353
shares
|
$14,765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
344
shares
|
$14,389
0.01% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
342
shares
|
$14,305
0.01% of portfolio
|
Q1 2023
Reduced 67.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
335
shares
|
$14,013
0.0% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
318
shares
|
$13,301
0.0% of portfolio
|
Q1 2025
Added 45.87%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
300
shares
|
$12,549
0.0% of portfolio
|
Q3 2023
Reduced 36.84%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
282
shares
|
$11,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
278
shares
|
$11,628
0.0% of portfolio
|
Q1 2023
Reduced 26.46%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
266
shares
|
$11,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
265
shares
|
$11,084
0.01% of portfolio
|
Q3 2024
Reduced 48.34%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
257
shares
|
$10,750
0.01% of portfolio
|
Q1 2025
Reduced 97.8%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
237
shares
|
$9,913
0.0% of portfolio
|
Q4 2024
Added 0.42%
|