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 845 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 $5.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
145
shares
|
$6,098
0.0% of portfolio
|
Q1 2024
Reduced 97.71%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
140
shares
|
$5,888
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
139
shares
|
$5,846
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
136
shares
|
$5,720
0.0% of portfolio
|
Q3 2024
Reduced 58.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
135
shares
|
$5,678
0.0% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$5,636
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
125
shares
|
$5,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
125
shares
|
$5,257
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
124
shares
|
$5,215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
121
shares
|
$5,089
0.0% of portfolio
|
Q2 2024
Reduced 53.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$4,878
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
112
shares
|
$4,710
0.0% of portfolio
|
Q4 2024
Added 45.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
110
shares
|
$4,626
0.0% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
110
shares
|
$4,626
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,206
0.0% of portfolio
|
Q1 2023
Reduced 80.2%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
98
shares
|
$4,121
0.0% of portfolio
|
Q2 2024
Reduced 77.0%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
98
shares
|
$4,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
96
shares
|
$4,037
0.0% of portfolio
|
Q2 2023
Reduced 79.13%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
96
shares
|
$4,037
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
95
shares
|
$3,995
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
92
shares
|
$3,869
0.0% of portfolio
|
Q4 2024
Reduced 31.85%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
92
shares
|
$3,869
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
91
shares
|
$3,827
0.0% of portfolio
|
Q2 2023
Reduced 41.29%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
86
shares
|
$3,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
85
shares
|
$3,575
0.0% of portfolio
|
Q4 2024
Added 1.19%
|