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 821 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
182,080
shares
|
$8.18 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
180,400
shares
|
$8.1 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
169,898
shares
|
$7.63 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
167,154
shares
|
$7.51 Million
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
163,290
shares
|
$7.33 Million
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
160,793
shares
|
$7.22 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
158,037
shares
|
$7.1 Million
0.26% of portfolio
|
Q3 2024
Added 125.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
155,673
shares
|
$6.99 Million
0.08% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
147,644
shares
|
$6.63 Million
0.55% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
143,763
shares
|
$6.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
142,801
shares
|
$6.41 Million
0.09% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
141,984
shares
|
$6.38 Million
3.16% of portfolio
|
Q3 2024
Added 317.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
141,919
shares
|
$6.37 Million
0.03% of portfolio
|
Q2 2023
Reduced 45.03%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
139,376
shares
|
$6.26 Million
0.34% of portfolio
|
Q3 2024
Reduced 26.6%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
135,968
shares
|
$6.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.86%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
135,689
shares
|
$6.09 Million
0.34% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
135,604
shares
|
$6.09 Million
1.89% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
135,377
shares
|
$6.08 Million
4.52% of portfolio
|
Q3 2024
New holding
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
134,750
shares
|
$6.05 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
134,185
shares
|
$6.02 Million
0.29% of portfolio
|
Q3 2024
Added 1104.43%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
133,013
shares
|
$5.97 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
127,347
shares
|
$5.72 Million
0.04% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
124,254
shares
|
$5.58 Million
0.16% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
123,965
shares
|
$5.57 Million
0.21% of portfolio
|
Q3 2024
Added 159.1%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
122,615
shares
|
$5.51 Million
2.51% of portfolio
|
Q3 2024
New holding
|