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 846 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
31,927,658
shares
|
$1.38 Billion
1.27% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
19,687,309
shares
|
$850 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,306,670
shares
|
$272 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,391,694
shares
|
$190 Million
0.08% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,843,679
shares
|
$166 Million
0.04% of portfolio
|
Q4 2024
Added 155.37%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
3,051,329
shares
|
$132 Million
3.39% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
2,408,404
shares
|
$104 Million
1.37% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
1,654,417
shares
|
$71.4 Million
1.19% of portfolio
|
Q4 2024
Reduced 33.65%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,626,991
shares
|
$70.2 Million
1.08% of portfolio
|
Q4 2024
Reduced 44.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,593,455
shares
|
$68.8 Million
0.04% of portfolio
|
Q3 2024
Added 384.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,254,353
shares
|
$54.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,249,311
shares
|
$53.9 Million
0.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,166,155
shares
|
$50.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,149,806
shares
|
$49.6 Million
0.67% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,013,996
shares
|
$43.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 60.36%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
922,707
shares
|
$39.8 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
900,624
shares
|
$38.9 Million
0.23% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
788,274
shares
|
$34 Million
1.15% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
776,387
shares
|
$33.5 Million
0.05% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
766,565
shares
|
$33.1 Million
0.72% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
708,690
shares
|
$30.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
691,700
shares
|
$29.8 Million
1.13% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
681,255
shares
|
$29.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
659,000
shares
|
$28.4 Million
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
651,516
shares
|
$28.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.98%
|