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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
33
shares
|
$1,380
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
30
shares
|
$1,254
0.0% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
29
shares
|
$1,213
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
23
shares
|
$962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
22
shares
|
$920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
18
shares
|
$752
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
18
shares
|
$752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
16
shares
|
$669
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
16
shares
|
$669
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
15
shares
|
$627
0.0% of portfolio
|
Q3 2019
Reduced 64.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
14
shares
|
$585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
14
shares
|
$585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
13
shares
|
$543
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
11
shares
|
$460
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
9
shares
|
$376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
8
shares
|
$334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
6
shares
|
$250
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6
shares
|
$250
0.0% of portfolio
|
Q3 2024
Reduced 64.71%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
5
shares
|
$209
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
4
shares
|
$167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3
shares
|
$125
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3
shares
|
$125
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
2
shares
|
$83
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q4 2024
New holding
|