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 819 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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
155
shares
|
$6,833
0.0% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$6,437
0.0% of portfolio
|
Q2 2023
Added 5.04%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
145
shares
|
$6,393
0.0% of portfolio
|
Q1 2024
Reduced 97.71%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
139
shares
|
$6,128
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
138
shares
|
$6,084
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
136
shares
|
$5,996
0.0% of portfolio
|
Q4 2023
Added 240.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
136
shares
|
$5,996
0.0% of portfolio
|
Q3 2024
Reduced 58.66%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
135
shares
|
$5,952
0.0% of portfolio
|
Q1 2024
Added 46.74%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
135
shares
|
$5,952
0.0% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$5,908
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
125
shares
|
$5,511
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
125
shares
|
$5,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
121
shares
|
$5,334
0.0% of portfolio
|
Q2 2024
Reduced 53.28%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
118
shares
|
$5,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
117
shares
|
$5,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
117
shares
|
$5,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$5,114
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
110
shares
|
$4,849
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,409
0.0% of portfolio
|
Q1 2023
Reduced 80.2%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
98
shares
|
$4,320
0.0% of portfolio
|
Q2 2024
Reduced 77.0%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
96
shares
|
$4,232
0.0% of portfolio
|
Q2 2023
Reduced 79.13%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
95
shares
|
$4,188
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
94
shares
|
$4,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
94
shares
|
$4,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
91
shares
|
$4,012
0.0% of portfolio
|
Q2 2023
Reduced 41.29%
|