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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
119,869
shares
|
$5.38 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
119,451
shares
|
$5.36 Million
2.99% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
117,830
shares
|
$5.29 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
117,692
shares
|
$5.28 Million
0.07% of portfolio
|
Q3 2024
Added 28.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
116,933
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
115,735
shares
|
$5.2 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
113,530
shares
|
$5.1 Million
0.9% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
113,500
shares
|
$5.1 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
111,549
shares
|
$5.01 Million
1.48% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
111,402
shares
|
$5 Million
0.58% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
109,813
shares
|
$4.93 Million
0.62% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
109,757
shares
|
$4.93 Million
0.21% of portfolio
|
Q3 2024
Added 75.93%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
108,573
shares
|
$4.87 Million
2.42% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
107,433
shares
|
$4.82 Million
0.05% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
106,592
shares
|
$4.79 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
106,592
shares
|
$4.79 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
106,405
shares
|
$4.78 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
105,849
shares
|
$4.75 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
105,266
shares
|
$4.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
104,986
shares
|
$4.71 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
104,758
shares
|
$4.7 Million
1.21% of portfolio
|
Q4 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
104,164
shares
|
$4.68 Million
3.02% of portfolio
|
Q3 2024
Added 26746.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
103,098
shares
|
$4.63 Million
0.16% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
102,519
shares
|
$4.6 Million
3.37% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
102,395
shares
|
$4.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.43%
|