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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
404,280
shares
|
$16.9 Million
0.44% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
376,021
shares
|
$15.7 Million
1.14% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
360,581
shares
|
$15.1 Million
0.1% of portfolio
|
Q1 2025
Added 115.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
351,978
shares
|
$14.7 Million
0.06% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
351,408
shares
|
$14.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 21.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
350,211
shares
|
$14.6 Million
0.62% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
342,998
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2025
Added 50.76%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
332,487
shares
|
$13.9 Million
1.15% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
325,912
shares
|
$13.6 Million
1.14% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
311,752
shares
|
$13 Million
0.23% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
309,109
shares
|
$12.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
308,561
shares
|
$12.9 Million
0.06% of portfolio
|
Q1 2025
Added 87.98%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
303,152
shares
|
$12.7 Million
1.08% of portfolio
|
Q4 2023
Added 2562.5%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
296,185
shares
|
$12.4 Million
2.17% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
295,390
shares
|
$12.4 Million
1.02% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
292,949
shares
|
$12.3 Million
0.22% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
292,706
shares
|
$12.2 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
288,713
shares
|
$12.1 Million
0.07% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
288,074
shares
|
$12.1 Million
1.83% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
282,434
shares
|
$11.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
268,672
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 543.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
265,464
shares
|
$11.1 Million
0.62% of portfolio
|
Q1 2025
Added 483.3%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
264,207
shares
|
$11.1 Million
0.09% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
260,441
shares
|
$10.9 Million
2.12% of portfolio
|
Q1 2025
Added 79.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
253,870
shares
|
$10.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 36.71%
|