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 821 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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
381,223
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Added 38.83%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
367,716
shares
|
$16.5 Million
0.76% of portfolio
|
Q3 2024
Added 893.99%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
362,660
shares
|
$16.3 Million
4.35% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
359,693
shares
|
$16.2 Million
0.72% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
357,731
shares
|
$16.1 Million
0.05% of portfolio
|
Q3 2024
Added 52818.79%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
349,816
shares
|
$15.7 Million
1.1% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
343,383
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
340,000
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
321,455
shares
|
$14.4 Million
0.05% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
315,158
shares
|
$14.2 Million
1.18% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
311,836
shares
|
$14 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
306,166
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
305,943
shares
|
$13.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
303,152
shares
|
$13.6 Million
1.16% of portfolio
|
Q4 2023
Added 2562.5%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
299,072
shares
|
$13.4 Million
1.9% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
294,111
shares
|
$13.2 Million
1.05% of portfolio
|
Q4 2023
Added 6.9%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
289,937
shares
|
$13 Million
0.06% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
286,524
shares
|
$12.9 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
285,433
shares
|
$12.8 Million
0.08% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
277,883
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
276,468
shares
|
$12.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
274,683
shares
|
$12.3 Million
0.39% of portfolio
|
Q3 2024
Added 54.11%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
268,159
shares
|
$12 Million
0.59% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
267,344
shares
|
$12 Million
2.21% of portfolio
|
Q3 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
263,710
shares
|
$11.8 Million
0.06% of portfolio
|
Q3 2024
Added 1.17%
|