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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
625
shares
|
$26,231
0.0% of portfolio
|
Q2 2023
Reduced 62.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
610
shares
|
$25,601
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
610
shares
|
$25,601
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$25,182
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
598
shares
|
$25,098
0.0% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
567
shares
|
$23,796
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
528
shares
|
$22,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
525
shares
|
$22,034
0.01% of portfolio
|
Q4 2024
Reduced 46.15%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
482
shares
|
$20,229
0.02% of portfolio
|
Q3 2024
Reduced 47.93%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
458
shares
|
$19,222
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
455
shares
|
$19,096
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
416
shares
|
$17,459
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
391
shares
|
$16,410
0.0% of portfolio
|
Q2 2024
Reduced 90.02%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
391
shares
|
$16,410
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
389
shares
|
$16,326
0.0% of portfolio
|
Q1 2024
Added 3.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
386
shares
|
$16,200
0.0% of portfolio
|
Q4 2022
Added 56.91%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
370
shares
|
$15,528
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
364
shares
|
$15,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
359
shares
|
$15,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
353
shares
|
$14,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
352
shares
|
$14,773
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
344
shares
|
$14,437
0.01% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
342
shares
|
$14,353
0.01% of portfolio
|
Q1 2023
Reduced 67.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
326
shares
|
$13,682
0.0% of portfolio
|
Q4 2024
Reduced 97.28%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
325
shares
|
$13,640
0.0% of portfolio
|
Q4 2024
New holding
|