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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
61,502
shares
|
$2.55 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
61,111
shares
|
$2.53 Million
1.08% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
60,948
shares
|
$2.52 Million
0.72% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
60,092
shares
|
$2.49 Million
0.19% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
60,013
shares
|
$2.49 Million
0.24% of portfolio
|
Q4 2023
Added 25.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
59,609
shares
|
$2.47 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
59,501
shares
|
$2.46 Million
0.02% of portfolio
|
Q4 2024
Added 20.74%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
58,642
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
58,321
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
57,563
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
56,992
shares
|
$2.36 Million
0.19% of portfolio
|
Q4 2024
Reduced 23.51%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
56,942
shares
|
$2.36 Million
0.09% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
56,673
shares
|
$2.35 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
56,256
shares
|
$2.33 Million
1.33% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
56,156
shares
|
$2.33 Million
0.08% of portfolio
|
Q4 2024
Added 27.99%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
55,902
shares
|
$2.31 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
55,890
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
55,644
shares
|
$2.3 Million
1.7% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
55,194
shares
|
$2.29 Million
0.33% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
53,810
shares
|
$2.23 Million
1.13% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
53,239
shares
|
$2.2 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
50,864
shares
|
$2.11 Million
0.1% of portfolio
|
Q4 2024
Added 35.55%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
50,401
shares
|
$2.09 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
50,097
shares
|
$2.07 Million
0.56% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
49,809
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.26%
|