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Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

Real Estate Select Sector SPDR Fund logo
$41.83 +0.75 (+1.83%)
As of 01/21/2025 04:10 PM Eastern
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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)
437
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
249
Total
Institutional Outflows
(last 12 months)
$414.94M
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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
1/21/2025Novare Capital Management LLC13,515$550K0.0%-8.6%0.009%
1/21/2025RTD Financial Advisors Inc.31,921$1.30M0.2%-70.9%0.021%
1/21/2025KFG Wealth Management LLC108,014$4.39M0.8%+30.6%0.072%
1/21/2025AlphaMark Advisors LLC61,111$2.49M1.1%+2.0%0.041%
1/21/2025Flagship Harbor Advisors LLC45,511$1.85M0.1%+89.4%0.030%
1/21/2025Geneos Wealth Management Inc.127,195$5.17M0.2%+2.6%0.085%
1/21/2025Chemung Canal Trust Co.92,325$3.76M0.8%+122.8%0.062%
1/21/2025Pflug Koory LLC982$40K0.0%-25.5%0.001%
1/21/2025Harel Insurance Investments & Financial Services Ltd.1,626,991$66.17M1.1%-44.4%1.088%
1/21/2025CX Institutional46,877$1.91M0.1%+7.1%0.031%
1/21/2025Patriot Investment Management Group Inc.30,722$1.25M0.1%+2.9%0.021%
1/21/2025Sound Income Strategies LLC58,321$2.37M0.1%+1.9%0.039%
1/21/2025RFG Advisory LLC177,257$7.21M0.2%-35.5%0.119%
1/21/2025Cornerstone Wealth Management LLC24,287$988K0.1%+1.8%0.016%
1/21/2025Brighton Jones LLC6,864$279K0.0%N/A0.005%
1/21/2025Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 393,300$16.00M2.6%-3.9%0.263%
1/17/2025 Raleigh Capital Management Inc.4,079$166K0.1%+7,183.9%0.003%
1/17/2025 Mutual Advisors LLC59,609$2.45M0.1%-12.7%0.040%
1/17/2025 Janney Montgomery Scott LLC153,124$6.23M0.0%-87.5%0.102%
1/17/2025 Bartlett & CO. Wealth Management LLC5,967$243K0.0%-13.4%0.004%
1/17/2025 Lake Hills Wealth Management LLC121,841$4.96M3.4%N/A0.081%
1/17/2025 Janney Capital Management LLC431,304$17.54M1.2%-4.1%0.288%
1/17/2025 Magnus Financial Group LLC24,546$998K0.1%+1.5%0.016%
1/17/2025 Albion Financial Group UT341,562$13.89M1.0%-2.4%0.228%
1/17/2025 Global Trust Asset Management LLC4,060$165K0.1%-33.9%0.003%
1/17/2025 Advisory Alpha LLC788,274$32.06M1.1%-2.3%0.527%
1/17/2025 Dakota Wealth Management61,502$2.50M0.1%-15.2%0.041%
1/17/2025 Proquility Private Wealth Partners LLC41,759$1.70M0.5%-2.4%0.028%
1/17/2025 Olympus Wealth Management LLC185,349$7.54M2.7%-3.7%0.124%
1/17/2025 Atomi Financial Group Inc.50,864$2.07M0.1%+35.6%0.034%
1/17/2025 Chesley Taft & Associates LLC80,360$3.27M0.2%+2.9%0.054%
1/17/2025 Alpha Cubed Investments LLC61,838$2.52M0.1%N/A0.041%
1/16/2025 First United Bank & Trust6,905$281K0.1%-16.9%0.005%
1/16/2025 Chesapeake Wealth Management16,982$691K0.2%+78.0%0.011%
1/16/2025 Ballentine Partners LLC298,364$12.13M0.2%+7.9%0.200%
1/16/2025 M.E. Allison & CO. Inc.8,044$327K0.4%N/A0.005%
1/16/2025 Scott Capital Advisors LLC32,847$1.30M0.4%-11.8%0.022%
1/16/2025 Mechanics Bank Trust Department11,447$466K0.1%+3.4%0.008%
1/16/2025 Moulton Wealth Management Inc.11,754$478K0.4%+110.1%0.008%
1/16/2025 Stillwater Capital Advisors LLC31,902$1.30M0.2%+3.4%0.021%
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1/15/2025 Bowman & Co S.C.5,202$212K0.1%N/A0.003%
1/15/2025 Triangle Securities Wealth Management46,959$1.91M0.5%+19.8%0.031%
1/15/2025 Krilogy Financial LLC33,846$1.38M0.1%+9.7%0.023%
1/15/2025 Ameritas Advisory Services LLC335,195$13.63M0.5%-6.8%0.224%
1/15/2025 Premier Path Wealth Partners LLC46,410$1.89M0.3%+6.1%0.031%
1/15/2025 Arkadios Wealth Advisors20,134$819K0.0%+19.6%0.013%
1/15/2025 Lake Street Private Wealth LLC19,425$790K0.1%+2.9%0.013%
1/15/2025 LongView Wealth Management16,600$675K0.2%+26.9%0.011%
1/15/2025 Merit Financial Group LLC5,264$214K0.0%+10.6%0.004%
1/15/2025 Householder Group Estate & Retirement Specialist LLC11,215$456K0.3%-3.2%0.007%
1/15/2025 Wealthcare Advisory Partners LLC5,850$238K0.0%-48.9%0.004%
1/15/2025 Channel Wealth LLC35,674$1.45M0.5%-25.0%0.024%
1/15/2025 Certified Advisory Corp198,437$8.07M0.9%+5.6%0.133%
1/15/2025 Capital Advisors Wealth Management LLC157,413$6.40M1.1%+553.4%0.105%
1/14/2025 StrongBox Wealth LLC96,567$3.93M1.7%-0.7%0.065%
1/14/2025 West Financial Advisors LLC66,005$2.68M0.5%+13.6%0.044%
1/14/2025 Rovin Capital UT ADV10,926$445K0.2%+39.8%0.007%
1/14/2025 Contravisory Investment Management Inc.17,420$708K0.2%+44.9%0.012%
1/14/2025 Armstrong Advisory Group Inc.151,627$6.17M0.5%+2.7%0.101%
1/14/2025 Peak Financial Advisors LLC6,984$284K0.1%N/A0.005%
1/14/2025 Park Avenue Securities LLC43,511$1.77M0.0%-58.6%0.029%
1/14/2025 Pines Wealth Management LLC6,129$240K0.1%N/A0.004%
1/14/2025 Ignite Planners LLC42,741$1.75M0.4%+4.3%0.029%
1/14/2025 IMZ Advisory Inc65,864$2.68M1.2%+52.8%0.044%
1/14/2025 Global Financial Private Client LLC10,547$429K0.2%+53.1%0.007%
1/14/2025 Signal Advisors Wealth LLC60,185$2.45M0.3%+119.8%0.040%
1/13/2025 PSI Advisors LLC109,742$4.46M1.3%-1.6%0.073%
1/13/2025 BCS Wealth Management18,585$756K0.2%-12.5%0.012%
1/13/2025 AdvisorNet Financial Inc4,564$186K0.0%+11.9%0.003%
1/13/2025 Signet Financial Management LLC11,348$462K0.1%N/A0.008%
1/13/2025 Miracle Mile Advisors LLC5,753$234K0.0%N/A0.004%
1/13/2025 Brookstone Capital Management66,913$2.72M0.0%-5.8%0.045%
1/10/2025 Graypoint LLC162,778$6.62M0.4%-4.2%0.109%
1/10/2025 Wealth Enhancement Advisory Services LLC485,036$21.67M0.0%+1.4%0.324%
1/10/2025 Hudson Valley Investment Advisors Inc. ADV24,109$981K0.1%+8.2%0.016%
1/8/2025 Legacy Private Trust Co.119,960$4.88M0.3%+3.7%0.080%
1/7/2025 Horizons Wealth Management37,311$1.52M1.2%+4.1%0.025%
1/3/2025 Waller Financial Planning Group Inc.471,334$19.17M4.8%+1.1%0.315%
1/2/2025 IMPACTfolio LLC56,673$2.31M1.2%N/A0.038%
12/26/2024JPMorgan Chase & Co.742,990$33.19M0.0%-121.6%0.497%
12/16/2024SMART Wealth LLC43,526$1.94M0.8%N/A0.029%
12/11/20241ST Source Bank84,875$3.79M0.2%-2.5%0.057%
12/2/2024Capasso Planning Partners LLC23,923$1.07M0.3%N/A0.016%
11/27/2024Franklin Resources Inc.974$43K0.0%+100.0%0.001%
11/26/2024Peapack Gladstone Financial Corp7,890$352K0.0%+49.1%0.005%
11/25/2024Wilmington Savings Fund Society FSB7,340$328K0.0%N/A0.005%
11/25/2024Sanctuary Advisors LLC116,933$5.16M0.0%+40.4%0.078%
11/25/2024Pine Valley Investments Ltd Liability Co10,979$490K0.0%+5.0%0.007%
11/22/2024Fulcrum Equity Management12,370$553K0.5%N/A0.008%
11/20/2024Virtu Financial LLC139,376$6.23M0.3%-26.6%0.093%
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11/20/2024Advisory Resource Group8,376$374K0.1%-9.7%0.006%
11/19/2024Second Line Capital LLC4,886$218K0.1%-6.2%0.003%
11/18/2024Soltis Investment Advisors LLC8,949$400K0.0%-15.0%0.006%
11/18/2024Arete Wealth Advisors LLC35,512$1.58M0.1%N/A0.024%
11/18/2024Asset Allocation Strategies LLC64,529$2.88M0.8%-29.3%0.043%
11/15/2024Prestige Wealth Management Group LLC2,470$110K0.0%N/A0.002%
11/15/2024M&T Bank Corp105,266$4.70M0.0%-9.2%0.070%
11/15/2024Barclays PLC84,981$3.80M0.0%-60.0%0.057%
11/15/2024Continuum Advisory LLC634$27K0.0%+183.0%0.000%
11/15/2024LRI Investments LLC2,310$99K0.0%N/A0.002%
(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, 706 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), Meitav Investment House Ltd. ($111.38M), Migdal Insurance & Financial Holdings Ltd. ($95.29M), and Raymond James & Associates ($71.18M).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), JPMorgan Chase & Co. ($7.08M), Migdal Insurance & Financial Holdings Ltd. ($6.58M), Caisse DE Depot ET Placement DU Quebec ($3.28M), 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 79,348,392 shares in the last 24 months. This purchase volume represents approximately $3.14B in transactions.

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

Of the 376 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), Harel Insurance Investments & Financial Services Ltd. ($1.30M), Envestnet Asset Management Inc. ($1.19M), Janney Montgomery Scott LLC ($1.12M), and PGIM Custom Harvest LLC ($920.87K).

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

Institutional investors have sold a total of 32,070,862 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.


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This page (NYSEARCA:XLRE) was last updated on 1/22/2025 by MarketBeat.com Staff
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