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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
157,534
shares
|
$6.59 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
153,075
shares
|
$6.4 Million
3.96% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
151,752
shares
|
$6.35 Million
0.1% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
151,627
shares
|
$6.34 Million
0.52% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
148,089
shares
|
$6.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
143,934
shares
|
$6.02 Million
1.07% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
143,336
shares
|
$6 Million
0.18% of portfolio
|
Q1 2025
Added 943.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
141,919
shares
|
$5.94 Million
0.03% of portfolio
|
Q2 2023
Reduced 45.03%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
140,487
shares
|
$5.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
140,001
shares
|
$5.86 Million
2.46% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
135,459
shares
|
$5.67 Million
0.39% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
135,123
shares
|
$5.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
134,631
shares
|
$5.63 Million
0.18% of portfolio
|
Q1 2025
Added 32.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
132,862
shares
|
$5.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
128,866
shares
|
$5.39 Million
0.62% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
128,558
shares
|
$5.38 Million
0.62% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
126,498
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
124,674
shares
|
$5.22 Million
0.07% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
124,460
shares
|
$5.21 Million
3.87% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
121,520
shares
|
$5.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
119,682
shares
|
$5.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.02%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
119,535
shares
|
$5 Million
1.27% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
117,345
shares
|
$4.91 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
117,179
shares
|
$4.9 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
116,353
shares
|
$4.87 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.7%
|