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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
115,730
shares
|
$4.84 Million
2.77% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
115,000
shares
|
$4.81 Million
0.36% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
114,256
shares
|
$4.78 Million
0.15% of portfolio
|
Q1 2025
Reduced 32.12%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
112,965
shares
|
$4.73 Million
0.17% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
112,555
shares
|
$4.71 Million
1.98% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
111,891
shares
|
$4.68 Million
3.09% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
109,165
shares
|
$4.57 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
108,339
shares
|
$4.53 Million
0.32% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
105,802
shares
|
$4.43 Million
3.99% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
104,758
shares
|
$4.38 Million
1.14% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
103,098
shares
|
$4.31 Million
0.16% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,060
shares
|
$4.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
101,850
shares
|
$4.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
101,345
shares
|
$4.24 Million
1.37% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
100,220
shares
|
$4.19 Million
1.84% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
99,812
shares
|
$4.18 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
99,378
shares
|
$4.16 Million
0.73% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
98,963
shares
|
$4.14 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
98,877
shares
|
$4.14 Million
1.53% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
98,541
shares
|
$4.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
96,423
shares
|
$4.03 Million
0.01% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
96,217
shares
|
$4.02 Million
2.05% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
94,618
shares
|
$3.96 Million
0.25% of portfolio
|
Q1 2025
Reduced 41.87%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
91,537
shares
|
$3.83 Million
0.63% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
88,856
shares
|
$3.72 Million
1.82% of portfolio
|
Q2 2022
Reduced 1.14%
|