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 819 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,707
shares
|
$361,775
0.05% of portfolio
|
Q2 2022
Reduced 6.21%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
8,630
shares
|
$358,576
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
8,618
shares
|
$358,077
0.02% of portfolio
|
Q2 2024
Reduced 87.42%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
8,579
shares
|
$356,457
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,522
shares
|
$354,089
0.22% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
8,471
shares
|
$351,970
0.34% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
8,450
shares
|
$351,097
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
8,429
shares
|
$350,224
0.05% of portfolio
|
Q3 2024
Reduced 92.39%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,403
shares
|
$349,144
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
8,376
shares
|
$348,022
0.09% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
8,044
shares
|
$334,228
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
8,037
shares
|
$333,937
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
8,028
shares
|
$333,563
0.03% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,899
shares
|
$328,203
0.03% of portfolio
|
Q4 2022
Added 23.77%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
7,890
shares
|
$327,829
0.01% of portfolio
|
Q3 2024
Added 49.15%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
7,867
shares
|
$326,873
0.04% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,846
shares
|
$326,001
0.03% of portfolio
|
Q4 2024
Reduced 41.29%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
7,827
shares
|
$325,211
0.02% of portfolio
|
Q4 2022
Reduced 1.01%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,740
shares
|
$321,597
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
7,736
shares
|
$321,430
0.23% of portfolio
|
Q4 2023
Reduced 7.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,709
shares
|
$320,308
0.12% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,662
shares
|
$318,356
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
7,632
shares
|
$317,109
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
7,500
shares
|
$311,625
0.16% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,471
shares
|
$310,420
0.01% of portfolio
|
Q4 2024
Reduced 71.76%
|