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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$40.79 +0.73 (+1.82%)
(As of 12/20/2024 05:40 PM ET)
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Institutional Ownership Changes (13F Filings) for Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE)

Number of
Institutional Buyers
(last 12 months)
436
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$314.14M
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XLRE Institutional Buying and Selling by Quarter

Real Estate Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/16/2024 SMART Wealth LLC43,526$1.94M0.8%N/A0.029%
12/11/2024 1ST Source Bank84,875$3.79M0.2%-2.5%0.057%
12/2/2024 Capasso Planning Partners LLC23,923$1.07M0.3%N/A0.016%
11/27/2024 Franklin Resources Inc.974$43K0.0%+100.0%0.001%
11/26/2024 Peapack Gladstone Financial Corp7,890$352K0.0%+49.1%0.005%
11/25/2024 Wilmington Savings Fund Society FSB7,340$328K0.0%N/A0.005%
11/25/2024 Sanctuary Advisors LLC116,933$5.16M0.0%+40.4%0.078%
11/25/2024 Pine Valley Investments Ltd Liability Co10,979$490K0.0%+5.0%0.007%
11/22/2024 Fulcrum Equity Management12,370$553K0.5%N/A0.008%
11/20/2024 Virtu Financial LLC139,376$6.23M0.3%-26.6%0.093%
11/20/2024 Advisory Resource Group8,376$374K0.1%-9.7%0.006%
11/19/2024 Second Line Capital LLC4,886$218K0.1%-6.2%0.003%
11/18/2024 Soltis Investment Advisors LLC8,949$400K0.0%-15.0%0.006%
11/18/2024 Arete Wealth Advisors LLC35,512$1.58M0.1%N/A0.024%
11/18/2024 Asset Allocation Strategies LLC64,529$2.88M0.8%-29.3%0.043%
11/15/2024 Prestige Wealth Management Group LLC2,470$110K0.0%N/A0.002%
11/15/2024 M&T Bank Corp105,266$4.70M0.0%-9.2%0.070%
11/15/2024 Barclays PLC84,981$3.80M0.0%-60.0%0.057%
11/15/2024 Continuum Advisory LLC634$27K0.0%+183.0%0.000%
11/15/2024 LRI Investments LLC2,310$99K0.0%N/A0.002%
11/15/2024 Y Intercept Hong Kong Ltd20,866$932K0.1%+58.7%0.014%
11/15/2024 Glass Jacobson Investment Advisors llc13,460$601K0.2%-2.7%0.009%
11/15/2024 MML Investors Services LLC258,691$11.56M0.0%+167.4%0.173%
11/15/2024 Pacific Center for Financial Services56,629$2.53M0.7%+4.2%0.038%
11/15/2024 Orion Portfolio Solutions LLC82,275$3.68M0.1%+3.5%0.055%
11/15/2024 Castleark Management LLC250,070$11.17M0.5%N/A0.167%
11/15/2024 EP Wealth Advisors LLC51,805$2.31M0.0%+1.4%0.035%
11/15/2024 Insigneo Advisory Services LLC4,985$223K0.0%-7.7%0.003%
11/15/2024 Kovitz Investment Group Partners LLC28,735$1.28M0.0%+371.5%0.019%
11/15/2024 Stifel Financial Corp381,223$17.03M0.0%+38.8%0.255%
11/15/2024 Quantinno Capital Management LP15,919$711K0.0%-2.7%0.011%
11/15/2024 Pinnacle Family Advisors LLC19,755$882K0.5%N/A0.013%
11/15/2024 Maven Securities LTD5,726$256K0.0%N/A0.004%
11/15/2024 IHT Wealth Management LLC124,254$5.55M0.2%+12.0%0.083%
11/15/2024 Integrated Wealth Concepts LLC117,692$5.26M0.1%+28.2%0.079%
11/15/2024 HighTower Advisors LLC541,487$24.12M0.0%-6.1%0.362%
11/15/2024 Hilltop Holdings Inc.18,926$845K0.1%+246.9%0.013%
11/15/2024 Concentric Capital Strategies LP109,757$4.90M0.2%+75.9%0.073%
11/15/2024 Benjamin Edwards Inc.62,661$2.80M0.0%N/A0.042%
11/14/2024 Encompass More Asset Management5,156$230K0.1%N/A0.003%
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11/14/2024 Flow Traders U.S. LLC8,403$375K0.0%N/A0.006%
11/14/2024 Rockefeller Capital Management L.P.143,763$6.41M0.0%-12.0%0.096%
11/14/2024 Fiduciary Trust Co4,606$206K0.0%N/A0.003%
11/14/2024 Swan Global Investments LLC268,159$11.98M0.4%-10.0%0.179%
11/14/2024 CreativeOne Wealth LLC43,876$1.96M0.1%+19.8%0.029%
11/13/2024 Freedom Investment Management Inc.30,329$1.36M0.1%+55.7%0.020%
11/13/2024 Hardy Reed LLC4,991$223K0.0%-14.6%0.003%
11/13/2024 Transamerica Financial Advisors Inc.36,405$1.63M0.2%N/A0.024%
11/13/2024 FMR LLC7,734$345K0.0%-23.2%0.005%
11/13/2024 D.A. Davidson & CO.205,063$9.16M0.1%+2,109.0%0.137%
11/13/2024 Private Trust Co. NA28,806$1.29M0.1%+17.1%0.019%
11/13/2024 DRW Securities LLC29,388$1.31M0.0%+429.8%0.020%
11/13/2024 Bedell Frazier Investment Counselling LLC182,080$8.13M1.9%N/A0.122%
11/13/2024Fisher Asset Management LLC4,928$220K0.0%N/A0.003%
11/13/2024 Estate Counselors LLC362,660$16.20M1.7%-0.1%0.243%
11/12/2024 Penserra Capital Management LLC248,653$11.11M0.2%-24.3%0.166%
11/12/2024 Cerity Partners LLC20,600$920K0.0%N/A0.014%
11/12/2024 Kingsview Wealth Management LLC736,429$32.90M0.7%+132.6%0.492%
11/12/2024 Great Valley Advisor Group Inc.5,333$238K0.0%N/A0.004%
11/12/2024 Certified Advisory Corp187,831$8.39M0.9%+25.7%0.126%
11/12/2024 Nwam LLC10,879$486K0.0%N/A0.007%
11/12/2024 Banco Santander S.A.10,939$489K0.0%N/A0.007%
11/12/2024 L & S Advisors Inc8,429$377K0.0%-92.4%0.006%
11/9/2024 LPL Financial LLC4,338,265$193.79M0.1%+38.3%2.901%
11/9/2024 Creekside Partners17,366$776K0.4%-12.7%0.012%
11/8/2024 Cornerstone Advisors LLC786,700$35.14M1.4%+33.6%0.526%
11/8/2024 Citizens Financial Group Inc. RI99,045$4.42M0.1%+1.4%0.066%
11/8/2024 Retireful LLC135,377$6.05M4.5%N/A0.091%
11/8/2024 Howe & Rusling Inc.905$40K0.0%N/A0.001%
11/8/2024 Kraft Davis & Associates LLC24,000$1.05M0.3%N/A0.016%
11/8/2024 Avior Wealth Management LLC23,953$1.07M0.0%-47.3%0.016%
11/8/2024 New Millennium Group LLC104,164$4.65M3.0%+26,746.4%0.070%
11/8/2024 PNC Financial Services Group Inc.306,166$13.68M0.0%+9.8%0.205%
11/8/2024 Prospera Financial Services Inc82,432$3.68M0.1%+52.2%0.055%
11/7/2024 Chesapeake Wealth Management9,541$426K0.1%-6.3%0.006%
11/7/2024 Pathstone Holdings LLC163,290$7.29M0.0%+0.4%0.109%
11/7/2024 Meeder Advisory Services Inc.22,860$1.02M0.1%+13.2%0.015%
11/7/2024 Elm Partners Management LLC6,261$280K0.0%N/A0.004%
11/7/2024 CAP Partners LLC77,528$3.46M2.6%+2.0%0.052%
11/7/2024 Cassaday & Co Wealth Management LLC2,989,025$133.52M3.8%+1.4%1.999%
11/7/2024 Colony Family Offices LLC11,777$526K0.2%-24.1%0.008%
11/7/2024 MAI Capital Management305,943$13.67M0.1%-9.3%0.205%
11/7/2024 AMG National Trust Bank8,968$401K0.0%-21.4%0.006%
11/7/2024 TrinityPoint Wealth LLC20,155$900K0.1%N/A0.013%
11/7/2024 Thrivent Financial for Lutherans262,261$11.72M0.0%+2,058.7%0.175%
11/7/2024 Ritter Daniher Financial Advisory LLC DE2,955$132K0.0%+2,283.1%0.002%
11/6/2024 Atlanta Consulting Group Advisors LLC53,835$2.41M0.6%-17.0%0.036%
11/6/2024 WESPAC Advisors SoCal LLC33,418$1.49M0.3%+79.6%0.022%
11/6/2024 KCM Investment Advisors LLC97,797$4.37M0.1%+9.3%0.065%
11/6/2024 OneDigital Investment Advisors LLC91,369$4.08M0.0%-4.2%0.061%
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11/6/2024 Ferguson Wellman Capital Management Inc.9,564$427K0.0%-3.8%0.006%
11/6/2024 Huntington National Bank17,286$772K0.0%+40.8%0.012%
11/6/2024 Oppenheimer & Co. Inc.42,992$1.92M0.0%+67.2%0.029%
11/6/2024 Pinnacle Financial Partners Inc38,433$1.72M0.0%+8.5%0.026%
11/5/2024 Simmons Bank22,771$1.02M0.1%-1.6%0.015%
11/5/2024 Victory Capital Management Inc.343,383$15.34M0.0%N/A0.230%
11/5/2024 Private Wealth Advisors LLC98,966$4.39M1.7%-0.9%0.066%
11/5/2024 Aptus Capital Advisors LLC11,702$523K0.0%+17.6%0.008%
11/5/2024 Ashton Thomas Private Wealth LLC33,632$1.50M0.1%+78.6%0.022%
11/5/2024 First National Trust Co7,308$326K0.0%-58.3%0.005%
(Data available from 1/1/2016 forward)

XLRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLRE shares?

During the previous two years, 703 institutional investors and hedge funds held shares of Real Estate Select Sector SPDR Fund. The most heavily invested institutionals were Creative Planning ($1.30B), Bank of America Corp DE ($581.81M), LPL Financial LLC ($193.79M), Cassaday & Co Wealth Management LLC ($133.52M), Harel Insurance Investments & Financial Services Ltd. ($112.19M), Meitav Investment House Ltd. ($111.38M), and Migdal Insurance & Financial Holdings Ltd. ($95.29M).Learn more on XLRE's institutional investors.

Which institutional investors have been buying Real Estate Select Sector SPDR Fund stock?

Of the 607 institutional investors that purchased Real Estate Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Planning ($16.22M), Migdal Insurance & Financial Holdings Ltd. ($6.58M), Caisse DE Depot ET Placement DU Quebec ($3.28M), JPMorgan Chase & Co. ($2.90M), Meitav Investment House Ltd. ($2.57M), Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($1.75M), and Raymond James & Associates ($1.43M).

How much institutional buying is happening at Real Estate Select Sector SPDR Fund?

Institutional investors have bought a total of 75,836,613 shares in the last 24 months. This purchase volume represents approximately $2.98B in transactions.

Which Real Estate Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 372 institutional investors that sold Real Estate Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($5.77M), LPL Financial LLC ($2.98M), PNC Financial Services Group Inc. ($1.43M), Envestnet Asset Management Inc. ($1.19M), PGIM Custom Harvest LLC ($920.87K), Baird Financial Group Inc. ($915.18K), and Capital Investment Advisors LLC ($838.87K).

How much institutional selling is happening at Real Estate Select Sector SPDR Fund?

Institutional investors have sold a total of 29,484,547 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 12/22/2024 by MarketBeat.com Staff
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