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 730 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
27,397,114
shares
|
$1.21 Billion
1.12% of portfolio
|
Q2 2024
Added 12.08%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
19,109,992
shares
|
$846 Million
0.07% of portfolio
|
Q2 2024
Added 1.49%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
5,778,692
shares
|
$256 Million
0.02% of portfolio
|
Q1 2024
Added 3.01%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
3,137,833
shares
|
$139 Million
0.06% of portfolio
|
Q2 2024
Reduced 14.15%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
2,947,879
shares
|
$131 Million
3.89% of portfolio
|
Q2 2024
Added 3.07%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jul 22, 2024 Q2 2024 |
2,920,762
shares
|
$129 Million
2.11% of portfolio
|
Q2 2024
Added 0.06%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
2,480,790
shares
|
$110 Million
1.59% of portfolio
|
Q2 2024
Added 77.2%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Aug 12, 2024 Q2 2024 |
2,384,204
shares
|
$106 Million
1.47% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,868,651
shares
|
$82.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
1,793,291
shares
|
$79.4 Million
1.26% of portfolio
|
Q2 2024
Added 202.26%
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2024 Q2 2024 |
1,744,700
shares
|
$77.3 Million
0.16% of portfolio
|
Q1 2024
Reduced 16.73%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,146,800
shares
|
$50.8 Million
0.01% of portfolio
|
Q2 2024
Added 6.46%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,069,348
shares
|
$47.4 Million
0.01% of portfolio
|
Q2 2024
Added 5.85%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
1,034,756
shares
|
$45.8 Million
0.08% of portfolio
|
Q2 2024
Added 2.82%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
988,672
shares
|
$43.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
Alps Advisors Inc
Denver, CO |
Aug 13, 2024 Q2 2024 |
832,031
shares
|
$36.9 Million
0.22% of portfolio
|
Q2 2024
Added 8.92%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
742,652
shares
|
$32.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
733,289
shares
|
$32.5 Million
1.12% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
726,592
shares
|
$32.2 Million
0.07% of portfolio
|
Q2 2024
Added 8.74%
|
|
Money Design Co.,Ltd.
|
Jul 31, 2024 Q2 2024 |
668,245
shares
|
$29.6 Million
1.38% of portfolio
|
Q2 2024
Added 2.8%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
661,629
shares
|
$29.3 Million
0.05% of portfolio
|
Q2 2024
Added 1.83%
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jul 22, 2024 Q2 2024 |
659,000
shares
|
$29.2 Million
0.29% of portfolio
|
Q4 2023
New holding
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
635,581
shares
|
$28.1 Million
1.81% of portfolio
|
Q2 2024
Reduced 33.57%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
602,222
shares
|
$26.7 Million
0.0% of portfolio
|
Q2 2024
Added 6.46%
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 09, 2024 Q2 2024 |
588,900
shares
|
$26.1 Million
0.92% of portfolio
|
Q2 2024
Added 221.45%
|