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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,532
shares
|
$412,643
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,407
shares
|
$407,746
0.01% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,402
shares
|
$407,550
0.11% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,337
shares
|
$405,003
0.11% of portfolio
|
Q3 2024
Reduced 49.37%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
10,334
shares
|
$404,886
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
10,313
shares
|
$404,063
0.06% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
10,282
shares
|
$402,848
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
10,216
shares
|
$400,262
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
10,199
shares
|
$399,596
0.04% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
10,032
shares
|
$393,053
0.0% of portfolio
|
Q3 2024
Added 64.95%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,025
shares
|
$392,779
0.04% of portfolio
|
Q4 2022
Added 21.0%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
9,764
shares
|
$382,553
0.12% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
9,680
shares
|
$379,262
0.12% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,566
shares
|
$374,795
0.15% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
9,564
shares
|
$374,717
0.01% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
9,541
shares
|
$373,816
0.15% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,522
shares
|
$373,071
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
9,451
shares
|
$370,290
0.12% of portfolio
|
Q3 2023
Added 1.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
9,445
shares
|
$370,055
0.02% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
9,393
shares
|
$368,017
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
9,272
shares
|
$363,276
0.27% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
9,172
shares
|
$359,358
0.08% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,129
shares
|
$357,674
0.14% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
9,116
shares
|
$357,164
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
8,968
shares
|
$351,366
0.01% of portfolio
|
Q3 2024
Reduced 21.43%
|