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 |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
227,756
shares
|
$9.53 Million
3.92% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
226,910
shares
|
$9.49 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
223,107
shares
|
$9.33 Million
1.06% of portfolio
|
Q1 2025
Added 43.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
221,855
shares
|
$9.28 Million
0.09% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
217,733
shares
|
$9.11 Million
0.02% of portfolio
|
Q4 2024
Added 29.98%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
216,324
shares
|
$9.05 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
215,936
shares
|
$9.03 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
212,958
shares
|
$8.91 Million
2.47% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
212,548
shares
|
$8.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Astor Investment Management LLC
|
May 12, 2025 Q1 2025 |
211,321
shares
|
$8.84 Million
6.88% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
205,538
shares
|
$8.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
202,489
shares
|
$8.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
200,146
shares
|
$8.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
197,615
shares
|
$8.27 Million
2.7% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
195,796
shares
|
$8.19 Million
0.23% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
194,426
shares
|
$8.13 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
187,665
shares
|
$7.85 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
181,807
shares
|
$7.6 Million
0.02% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
180,060
shares
|
$7.53 Million
1.47% of portfolio
|
Q1 2025
Added 34.25%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
180,060
shares
|
$7.53 Million
1.65% of portfolio
|
Q1 2025
Added 34.25%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
179,020
shares
|
$7.49 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
173,410
shares
|
$7.25 Million
0.07% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
160,370
shares
|
$6.71 Million
0.27% of portfolio
|
Q4 2024
Reduced 35.87%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
160,171
shares
|
$6.7 Million
0.04% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
159,262
shares
|
$6.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.2%
|