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 |
|---|---|---|---|---|---|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
80,861
shares
|
$3.63 Million
1.42% of portfolio
|
Q3 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
79,317
shares
|
$3.56 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
78,656
shares
|
$3.53 Million
0.54% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
78,130
shares
|
$3.51 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
77,528
shares
|
$3.48 Million
2.59% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
76,883
shares
|
$3.45 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
76,225
shares
|
$3.42 Million
0.54% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
76,050
shares
|
$3.41 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
74,591
shares
|
$3.35 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
74,507
shares
|
$3.35 Million
0.27% of portfolio
|
Q3 2024
Added 50.23%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
74,384
shares
|
$3.34 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
73,401
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2024
Added 28.02%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
72,556
shares
|
$3.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 66.75%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
71,704
shares
|
$3.22 Million
0.21% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
71,042
shares
|
$3.19 Million
0.05% of portfolio
|
Q3 2024
Added 196.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
68,279
shares
|
$3.07 Million
0.09% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
66,894
shares
|
$3 Million
0.21% of portfolio
|
Q3 2024
Reduced 62.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
65,859
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2023
Added 26.13%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
65,692
shares
|
$2.95 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
64,658
shares
|
$2.9 Million
0.88% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
64,606
shares
|
$2.9 Million
1.11% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
64,529
shares
|
$2.9 Million
0.82% of portfolio
|
Q3 2024
Reduced 29.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
64,049
shares
|
$2.88 Million
0.03% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
64,028
shares
|
$2.87 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
63,618
shares
|
$2.86 Million
2.11% of portfolio
|
Q3 2024
Reduced 5.76%
|