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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
82
shares
|
$3,448
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
79
shares
|
$3,322
0.0% of portfolio
|
Q2 2023
Reduced 98.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
74
shares
|
$3,112
0.0% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
69
shares
|
$2,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
67
shares
|
$2,818
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65
shares
|
$2,733
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
65
shares
|
$2,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
58
shares
|
$2,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
56
shares
|
$2,355
0.0% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
50
shares
|
$2,103
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
46
shares
|
$1,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$1,808
0.0% of portfolio
|
Q1 2022
Reduced 34.85%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
41
shares
|
$1,724
0.0% of portfolio
|
Q1 2023
Reduced 34.92%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
41
shares
|
$1,724
0.0% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$1,556
0.0% of portfolio
|
Q2 2023
Added 1054.05%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
36
shares
|
$1,514
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
34
shares
|
$1,430
0.0% of portfolio
|
Q4 2024
Reduced 86.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
34
shares
|
$1,430
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
34
shares
|
$1,430
0.0% of portfolio
|
Q4 2024
Reduced 70.94%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
34
shares
|
$1,430
0.0% of portfolio
|
Q4 2024
Reduced 70.94%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$1,303
0.0% of portfolio
|
Q3 2023
Added 72.22%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
30
shares
|
$1,261
0.0% of portfolio
|
Q4 2024
Reduced 90.63%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29
shares
|
$1,219
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
29
shares
|
$1,219
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
27
shares
|
$1,135
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|