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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
88,540
shares
|
$3.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
88,013
shares
|
$3.68 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
86,559
shares
|
$3.62 Million
0.21% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
85,837
shares
|
$3.59 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
85,432
shares
|
$3.57 Million
1.24% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
84,116
shares
|
$3.52 Million
1.1% of portfolio
|
Q1 2025
Added 101.43%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
84,011
shares
|
$3.51 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
81,489
shares
|
$3.41 Million
0.05% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
80,725
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.03%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
80,302
shares
|
$3.36 Million
2.44% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
80,119
shares
|
$3.35 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
79,386
shares
|
$3.32 Million
0.09% of portfolio
|
Q1 2025
Added 262.01%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
78,934
shares
|
$3.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
76,791
shares
|
$3.21 Million
2.17% of portfolio
|
Q1 2025
Added 38.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
75,713
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
75,587
shares
|
$3.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
74,904
shares
|
$3.13 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
74,591
shares
|
$3.12 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
74,331
shares
|
$3.11 Million
1.11% of portfolio
|
Q1 2025
Added 995.68%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
74,268
shares
|
$3.11 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
74,179
shares
|
$3.1 Million
0.76% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
73,249
shares
|
$3.06 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
72,868
shares
|
$3.05 Million
0.1% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
71,809
shares
|
$3 Million
1.06% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
71,433
shares
|
$2.99 Million
0.05% of portfolio
|
Q1 2025
Added 6.76%
|