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 823 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 $5.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
18,876
shares
|
$739,561
0.14% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,807
shares
|
$736,858
0.68% of portfolio
|
Q4 2022
Reduced 13.88%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
18,756
shares
|
$734,860
0.87% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
18,740
shares
|
$734,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
18,670
shares
|
$731,490
0.21% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
18,571
shares
|
$727,611
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,567
shares
|
$727,455
0.06% of portfolio
|
Q4 2023
Added 214.59%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,535
shares
|
$726,201
0.07% of portfolio
|
Q3 2024
Reduced 28.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
18,520
shares
|
$725,613
0.03% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
18,462
shares
|
$723,341
0.08% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
18,431
shares
|
$722,126
0.07% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
18,428
shares
|
$722,009
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
18,410
shares
|
$721,303
0.49% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
18,397
shares
|
$720,794
0.45% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
18,390
shares
|
$720,520
0.22% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,330
shares
|
$718,169
0.0% of portfolio
|
Q3 2024
Reduced 94.73%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
18,321
shares
|
$717,816
0.15% of portfolio
|
Q3 2024
Added 230.23%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
17,904
shares
|
$701,478
0.75% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,795
shares
|
$697,208
0.44% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
17,785
shares
|
$696,816
0.03% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
17,632
shares
|
$690,821
0.5% of portfolio
|
Q4 2024
Reduced 62.44%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
17,366
shares
|
$680,399
0.4% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,306
shares
|
$678,049
0.09% of portfolio
|
Q2 2024
Added 18.77%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17,286
shares
|
$677,265
0.01% of portfolio
|
Q3 2024
Added 40.82%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
17,279
shares
|
$676,991
0.01% of portfolio
|
Q3 2024
Added 111.6%
|