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 819 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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
100,042
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2024
Added 29.85%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
99,947
shares
|
$4.41 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
99,318
shares
|
$4.38 Million
0.3% of portfolio
|
Q3 2024
Added 32.77%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
99,135
shares
|
$4.37 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
99,045
shares
|
$4.37 Million
0.09% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
99,018
shares
|
$4.37 Million
0.75% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
98,966
shares
|
$4.36 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
98,340
shares
|
$4.34 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
97,797
shares
|
$4.31 Million
0.15% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
97,223
shares
|
$4.29 Million
1.93% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
95,034
shares
|
$4.19 Million
2.2% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
91,768
shares
|
$4.05 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
91,369
shares
|
$4.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
90,204
shares
|
$3.98 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
88,856
shares
|
$3.92 Million
1.82% of portfolio
|
Q2 2022
Reduced 1.14%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
88,298
shares
|
$3.89 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
87,922
shares
|
$3.88 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
87,040
shares
|
$3.84 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
85,103
shares
|
$3.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 40.91%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
85,096
shares
|
$3.75 Million
0.14% of portfolio
|
Q3 2024
Added 188.56%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
84,981
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.99%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
82,695
shares
|
$3.65 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
82,432
shares
|
$3.63 Million
0.1% of portfolio
|
Q3 2024
Added 52.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
82,275
shares
|
$3.63 Million
0.04% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
80,861
shares
|
$3.57 Million
1.42% of portfolio
|
Q3 2024
New holding
|