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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
70,712
shares
|
$2.96 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
69,019
shares
|
$2.89 Million
0.22% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
68,478
shares
|
$2.86 Million
1.6% of portfolio
|
Q1 2025
Reduced 97.61%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
67,558
shares
|
$2.83 Million
0.83% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
67,054
shares
|
$2.8 Million
0.13% of portfolio
|
Q1 2025
Added 31.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
65,859
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2023
Added 26.13%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
65,741
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 35.43%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
65,636
shares
|
$2.75 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
64,343
shares
|
$2.69 Million
2.18% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
64,335
shares
|
$2.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
63,830
shares
|
$2.67 Million
0.35% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
62,650
shares
|
$2.62 Million
0.8% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,461
shares
|
$2.61 Million
1.05% of portfolio
|
Q3 2022
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
62,373
shares
|
$2.61 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
62,258
shares
|
$2.6 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
61,111
shares
|
$2.56 Million
1.08% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
60,238
shares
|
$2.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 67.46%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
60,198
shares
|
$2.52 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
60,013
shares
|
$2.51 Million
0.24% of portfolio
|
Q4 2023
Added 25.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
59,949
shares
|
$2.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
59,902
shares
|
$2.51 Million
0.69% of portfolio
|
Q1 2025
Reduced 67.37%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
59,342
shares
|
$2.48 Million
0.02% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
58,536
shares
|
$2.45 Million
0.16% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
58,462
shares
|
$2.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
58,420
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.16%
|