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 852 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
103,098
shares
|
$4.27 Million
0.16% of portfolio
|
Q3 2022
Added 2.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,060
shares
|
$4.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
101,932
shares
|
$4.22 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.96%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
101,812
shares
|
$4.22 Million
0.13% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
100,722
shares
|
$4.17 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
100,719
shares
|
$4.17 Million
0.14% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
99,825
shares
|
$4.13 Million
1.98% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
99,395
shares
|
$4.12 Million
0.05% of portfolio
|
Q4 2024
Added 749.38%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
98,731
shares
|
$4.09 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
98,589
shares
|
$4.08 Million
1.96% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
98,386
shares
|
$4.07 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
98,155
shares
|
$4.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
96,567
shares
|
$4 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
95,321
shares
|
$3.95 Million
0.06% of portfolio
|
Q4 2024
Added 121.72%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
93,994
shares
|
$3.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
93,121
shares
|
$3.86 Million
0.02% of portfolio
|
Q4 2024
Added 575.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
91,542
shares
|
$3.79 Million
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
90,104
shares
|
$3.73 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
88,856
shares
|
$3.68 Million
1.82% of portfolio
|
Q2 2022
Reduced 1.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
88,793
shares
|
$3.68 Million
0.11% of portfolio
|
Q4 2024
Added 41.04%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
87,184
shares
|
$3.61 Million
0.58% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
85,643
shares
|
$3.55 Million
0.2% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
84,969
shares
|
$3.52 Million
0.17% of portfolio
|
Q4 2024
Reduced 62.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
84,099
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 358.81%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
82,285
shares
|
$3.41 Million
1.29% of portfolio
|
Q4 2024
Added 3.74%
|