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 |
|---|---|---|---|---|---|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
344
shares
|
$14,293
0.01% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
342
shares
|
$14,210
0.01% of portfolio
|
Q1 2023
Reduced 67.21%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
320
shares
|
$13,296
0.01% of portfolio
|
Q3 2024
Added 350.7%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
301
shares
|
$12,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
300
shares
|
$12,465
0.0% of portfolio
|
Q3 2023
Reduced 36.84%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
300
shares
|
$12,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
290
shares
|
$12,049
0.01% of portfolio
|
Q2 2024
Reduced 81.56%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
278
shares
|
$11,550
0.0% of portfolio
|
Q1 2023
Reduced 26.46%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
275
shares
|
$11,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
265
shares
|
$11,010
0.01% of portfolio
|
Q3 2024
Reduced 48.34%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
260
shares
|
$10,803
0.01% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
256
shares
|
$10,636
0.0% of portfolio
|
Q3 2024
Added 1063.64%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
250
shares
|
$10,387
0.0% of portfolio
|
Q4 2023
Added 66.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
246
shares
|
$10,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
236
shares
|
$9,805
0.0% of portfolio
|
Q3 2023
Added 8.76%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
235
shares
|
$9,764
0.0% of portfolio
|
Q4 2022
Added 1.29%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
232
shares
|
$9,639
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
218
shares
|
$9,057
0.0% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
218
shares
|
$9,057
0.01% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
215
shares
|
$8,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
215
shares
|
$8,933
0.0% of portfolio
|
Q2 2024
Added 46.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
200
shares
|
$8,310
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
182
shares
|
$7,562
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
176
shares
|
$7,312
0.0% of portfolio
|
Q2 2024
Added 375.68%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
170
shares
|
$7,063
0.0% of portfolio
|
Q1 2018
Reduced 26.72%
|