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 844 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $6.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
10,151
shares
|
$417,409
0.08% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
10,066
shares
|
$413,913
0.12% of portfolio
|
Q1 2025
Reduced 61.77%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,025
shares
|
$412,228
0.04% of portfolio
|
Q4 2022
Added 21.0%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
9,956
shares
|
$409,390
0.06% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
9,821
shares
|
$403,839
0.1% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
9,746
shares
|
$400,755
0.13% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
9,741
shares
|
$400,549
0.11% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
9,672
shares
|
$397,712
0.09% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
9,451
shares
|
$388,625
0.12% of portfolio
|
Q3 2023
Added 1.49%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
9,426
shares
|
$387,597
0.21% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
9,419
shares
|
$387,309
0.03% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
9,238
shares
|
$379,866
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,197
shares
|
$378,180
0.03% of portfolio
|
Q1 2025
Added 68.04%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
9,140
shares
|
$375,836
0.1% of portfolio
|
Q1 2025
Reduced 29.53%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,137
shares
|
$375,713
0.0% of portfolio
|
Q1 2025
Reduced 96.13%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,096
shares
|
$374,027
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
9,096
shares
|
$374,027
0.01% of portfolio
|
Q1 2025
Reduced 93.25%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
9,083
shares
|
$373,492
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
8,968
shares
|
$368,764
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
8,909
shares
|
$366,338
0.13% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
8,905
shares
|
$366,173
0.2% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,850
shares
|
$363,912
0.12% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
8,831
shares
|
$363,130
0.12% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,815
shares
|
$362,472
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,815
shares
|
$362,472
0.07% of portfolio
|
Q4 2022
Reduced 12.12%
|