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MSFT   399.78 (-1.11%)
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AAPL   165.06 (-1.19%)
MSFT   399.78 (-1.11%)
META   484.49 (-3.45%)
GOOGL   154.04 (-1.26%)
AMZN   174.75 (-2.49%)
TSLA   149.39 (-0.36%)
NVDA   810.69 (-4.25%)
AMD   149.25 (-3.76%)
NIO   3.83 (-4.25%)
BABA   68.81 (-0.10%)
T   16.37 (+0.24%)
F   12.12 (+0.50%)
MU   107.74 (-3.74%)
GE   149.22 (-2.43%)
CGC   8.13 (+3.83%)
DIS   112.07 (-0.32%)
AMC   3.23 (+10.62%)
PFE   25.78 (+1.54%)
PYPL   62.19 (+0.14%)
XOM   120.10 (+1.33%)
QQQ   417.04 (-1.50%)
AAPL   165.06 (-1.19%)
MSFT   399.78 (-1.11%)
META   484.49 (-3.45%)
GOOGL   154.04 (-1.26%)
AMZN   174.75 (-2.49%)
TSLA   149.39 (-0.36%)
NVDA   810.69 (-4.25%)
AMD   149.25 (-3.76%)
NIO   3.83 (-4.25%)
BABA   68.81 (-0.10%)
T   16.37 (+0.24%)
F   12.12 (+0.50%)
MU   107.74 (-3.74%)
GE   149.22 (-2.43%)
CGC   8.13 (+3.83%)
DIS   112.07 (-0.32%)
AMC   3.23 (+10.62%)
PFE   25.78 (+1.54%)
PYPL   62.19 (+0.14%)
XOM   120.10 (+1.33%)
QQQ   417.04 (-1.50%)
AAPL   165.06 (-1.19%)
MSFT   399.78 (-1.11%)
META   484.49 (-3.45%)
GOOGL   154.04 (-1.26%)
AMZN   174.75 (-2.49%)
TSLA   149.39 (-0.36%)
NVDA   810.69 (-4.25%)
AMD   149.25 (-3.76%)
NIO   3.83 (-4.25%)
BABA   68.81 (-0.10%)
T   16.37 (+0.24%)
F   12.12 (+0.50%)
MU   107.74 (-3.74%)
GE   149.22 (-2.43%)
CGC   8.13 (+3.83%)
DIS   112.07 (-0.32%)
AMC   3.23 (+10.62%)
PFE   25.78 (+1.54%)
PYPL   62.19 (+0.14%)
XOM   120.10 (+1.33%)

Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

$35.84
+0.10 (+0.28%)
(As of 01:33 PM ET)

Institutional Ownership Changes (13F Filings) for Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE)

Number of
Institutional Buyers
(last 12 months)
446
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$905.17M
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Skip Chart & View Institutional Buying and Selling Data

XLRE Institutional Buying and Selling by Quarter

Real Estate Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024CAP Partners LLC68,546$2.71M2.4%+1.6%0.045%
4/18/2024Capital Advisors Ltd. LLC14,217$562K0.1%-12.8%0.009%
4/18/2024Woodmont Investment Counsel LLC16,236$642K0.1%-14.9%0.011%
4/18/2024WESPAC Advisors SoCal LLC10,743$425K0.1%+16.2%0.007%
4/18/2024AlphaMark Advisors LLC67,790$2.68M0.9%-4.8%0.044%
4/18/2024Hexagon Capital Partners LLC1,871$74K0.0%-32.9%0.001%
4/18/2024O ROURKE & COMPANY Inc22,118$874K0.5%+47.2%0.014%
4/18/2024Scott Capital Advisors LLC35,279$1.38M0.4%+1.2%0.023%
4/18/2024Roberts Wealth Advisors LLC9,124$334K0.1%N/A0.006%
4/18/2024Waterway Wealth Management LLC10,573$418K0.2%+4.1%0.007%
4/17/2024Trilogy Capital Inc.119,571$4.73M0.3%-37.5%0.078%
4/17/2024Founders Financial Securities LLC10,895$431K0.0%-42.8%0.007%
4/17/2024Atticus Wealth Management LLC11,447$453K0.1%-11.0%0.007%
4/17/2024Foguth Wealth Management LLC.13,980$553K0.3%N/A0.009%
4/17/2024Chemung Canal Trust Co.150,107$5.93M1.1%+1.9%0.098%
4/16/2024Stillwater Capital Advisors LLC30,214$1.19M0.2%-0.9%0.020%
4/16/2024LongView Wealth Management14,627$578K0.2%-20.1%0.010%
4/16/2024Dohj LLC17,799$704K0.2%N/A0.012%
4/16/2024IMZ Advisory Inc62,341$2.46M1.3%+3.6%0.041%
4/16/2024Chesley Taft & Associates LLC85,310$3.37M0.2%+3.6%0.056%
4/16/2024Wealth Enhancement Advisory Services LLC252,647$9.99M0.0%-18.2%0.165%
4/15/2024Wealthcare Advisory Partners LLC21,038$832K0.0%-32.4%0.014%
4/15/2024G&S Capital LLC61,418$2.43M1.1%N/A0.040%
4/15/2024Brookstone Capital Management16,348$646K0.0%+14.6%0.011%
4/15/2024Elevated Capital Advisors LLC28,510$1.13M0.3%N/A0.019%
4/15/2024Atlas Capital Advisors LLC4,418$175K0.0%+19.8%0.003%
4/15/2024Sound Income Strategies LLC51,255$2.03M0.2%+4.4%0.041%
4/15/2024Ayalon Insurance Comp Ltd.119,987$4.74M1.6%-26.3%0.096%
4/15/2024Cooksen Wealth LLC16,308$645K0.7%+13.7%0.013%
4/15/2024Prentice Wealth Management LLC59,118$2.34M0.8%+6.7%0.048%
4/13/2024 Beech Hill Advisors Inc.5,288$209K0.1%N/A0.004%
4/12/2024 Mechanics Bank Trust Department8,124$321K0.0%+5.4%0.007%
4/12/2024 Ignite Planners LLC32,217$1.25M0.4%+32.6%0.026%
4/12/2024 Global Trust Asset Management LLC2,044$81K0.0%-14.6%0.002%
4/11/2024 Ballentine Partners LLC283,653$11.21M0.2%-0.5%0.228%
4/11/2024 Contravisory Investment Management Inc.3,656$145K0.0%N/A0.003%
4/11/2024 Bangor Savings Bank3,728$147K0.0%-16.4%0.003%
4/11/2024 17 Capital Partners LLC8,390$332K0.2%N/A0.007%
4/11/2024 RFG Advisory LLC162,727$6.43M0.2%+10.6%0.131%
4/10/2024 LexAurum Advisors LLC37,256$1.47M0.4%-0.8%0.030%
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4/10/2024 BCS Wealth Management24,668$975K0.3%+3.4%0.020%
4/10/2024 American National Bank2,446$97K0.0%+639.0%0.002%
4/10/2024 Legacy Private Trust Co.116,941$4.62M0.3%+4.9%0.094%
4/10/2024 Signal Advisors Wealth LLC14,274$564K0.1%+36.1%0.011%
4/9/2024 Ferguson Wellman Capital Management Inc.21,355$844K0.0%+91.8%0.017%
4/9/2024 Mather Group LLC.1,152$46K0.0%N/A0.001%
4/8/2024 RVW Wealth LLC28,240$1.12M0.1%-1.7%0.023%
4/5/2024 NBC Securities Inc.8,796$347K0.0%+13.3%0.007%
4/5/2024 Lake Hills Wealth Management LLC48,731$1.93M1.7%N/A0.039%
4/4/2024 Boltwood Capital Management19,154$757K0.2%-6.6%0.015%
4/4/2024 Orrstown Financial Services Inc.10,844$429K0.2%+10.2%0.009%
4/2/2024 Waller Financial Planning Group Inc.458,726$18.13M4.8%-5.0%0.369%
4/2/2024 Symmetry Partners LLC35,810$1.42M0.1%N/A0.029%
3/22/2024PNC Financial Services Group Inc.294,526$11.80M0.0%+27.1%0.237%
3/22/2024Cooksen Wealth LLC14,337$574K0.7%N/A0.012%
3/15/2024B. Riley Wealth Advisors Inc.15,518$622K0.0%-11.9%0.012%
3/8/2024ICA Group Wealth Management LLC913$37K0.0%N/A0.001%
3/6/2024SageView Advisory Group LLC13,585$522K0.0%-69.7%0.011%
3/1/2024Goldman Sachs Group Inc.599,816$24.03M0.0%-23.6%0.482%
2/28/2024EP Wealth Advisors LLC51,885$2.08M0.0%-15.8%0.042%
2/26/2024Centaurus Financial Inc.57,322$2.30M0.2%+44.4%0.046%
2/26/2024Integrated Advisors Network LLC13,343$535K0.0%+31.6%0.011%
2/26/2024Virtu Financial LLC96,459$3.86M0.3%-40.2%0.078%
2/22/2024Sierra Summit Advisors LLC9,720$389K0.1%N/A0.008%
2/20/2024Pacific Center for Financial Services52,425$2.10M0.7%+3.2%0.042%
2/17/2024FIL Ltd20,696$829K0.0%-11.3%0.017%
2/16/2024Burford Brothers Inc.12,426$498K0.4%N/A0.010%
2/16/2024D L Carlson Investment Group Inc.12,354$479K0.1%N/A0.010%
2/16/2024SageView Advisory Group LLC13,585$522K0.0%-69.7%0.011%
2/16/2024DRW Securities LLC165,195$6.62M0.1%+920.5%0.133%
2/16/2024Aspect Partners LLC113,128$4.53M2.9%N/A0.091%
2/15/2024Mercer Global Advisors Inc. ADV30,641$1.23M0.0%-31.5%0.025%
2/15/2024Front Row Advisors LLC1,760$71K0.0%-36.0%0.001%
2/15/2024Baker Avenue Asset Management LP52,001$2.08M0.1%+130.9%0.042%
2/15/2024Moneta Group Investment Advisors LLC22,992$921K0.0%-1.6%0.018%
2/15/2024Encompass More Asset Management8,819$353K0.4%N/A0.007%
2/15/2024Barclays PLC3,756$151K0.0%-97.1%0.003%
2/15/2024Atlas Capital Advisors LLC3,687$148K0.0%+14.9%0.003%
2/15/2024West Tower Group LLC18,883$756K1.5%+1,385.7%0.015%
2/15/2024Modern Wealth Management LLC6,819$273K0.0%N/A0.005%
2/15/2024Okabena Investment Services Inc.9,116$365K0.1%N/A0.007%
2/15/2024Pettyjohn Wood & White Inc.5,818$233K0.1%N/A0.005%
2/15/2024Forefront Analytics LLC28,059$1.12M0.6%+1.1%0.023%
2/15/2024Freedom Investment Management Inc.9,198$368K0.0%+4.0%0.007%
2/15/2024Bartlett & CO. Wealth Management LLC14,819$600K0.0%-59.0%0.012%
2/15/2024Buckingham Strategic Partners LLC14,935$598K0.0%+10.4%0.012%
2/15/2024Baird Financial Group Inc.972,240$38.95M0.1%+934.2%0.782%
2/15/2024Bragg Financial Advisors Inc6,185$248K0.0%N/A0.005%
2/15/2024Comerica Bank41,215$1.65M0.0%-14.4%0.033%
2/14/2024Royal Bank of Canada566,528$22.70M0.0%+3.3%0.456%
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2/14/2024Pathstone Holdings LLC143,646$5.75M0.0%N/A0.116%
2/14/2024Kestra Advisory Services LLC32,998$1.32M0.0%-11.6%0.027%
2/14/2024Creative Planning19,890,374$796.81M1.2%+31.5%15.995%
2/14/2024RMB Capital Management LLC11,173$448K0.0%N/A0.009%
2/14/2024Jacobi Capital Management LLC17,957$719K0.1%+22.0%0.014%
2/14/2024BOKF NA13,775$552K0.0%-26.6%0.011%
2/14/2024MGO One Seven LLC5,559$223K0.0%N/A0.004%
2/14/2024Visionary Wealth Advisors20,187$809K0.1%-5.1%0.016%
2/14/2024Olympus Wealth Management LLC63,451$2.54M1.3%N/A0.051%
2/14/2024Cullen Capital Management LLC474,772$19.02M0.3%+1,249.3%0.382%
(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, 765 institutional investors and hedge funds held shares of Real Estate Select Sector SPDR Fund. The most heavily invested institutionals were Creative Planning ($796.81M), Bank of America Corp DE ($581.81M), Whalerock Point Partners LLC ($460.93M), Migdal Insurance & Financial Holdings Ltd. ($220.33M), Morgan Stanley ($160.14M), Harel Insurance Investments & Financial Services Ltd. ($116.93M), and LPL Financial LLC ($114.18M).Learn more on XLRE's institutional investors.

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

Of the 693 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: Moneta Group Investment Advisors LLC ($26.23M), Creative Planning ($11.52M), Migdal Insurance & Financial Holdings Ltd. ($5.50M), Caisse DE Depot ET Placement DU Quebec ($4.34M), Cassaday & Co Wealth Management LLC ($3.39M), JPMorgan Chase & Co. ($2.90M), and Cullen Capital Management LLC ($2.21M).

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

Institutional investors have bought a total of 105,048,628 shares in the last 24 months. This purchase volume represents approximately $4.05B in transactions.

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

Of the 424 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), JPMorgan Chase & Co. ($4.82M), LPL Financial LLC ($2.65M), BlackRock Inc. ($1.90M), BNP Paribas Arbitrage SA ($1.69M), PNC Financial Services Group Inc. ($1.43M), and Envestnet Asset Management Inc. ($1.29M).

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

Institutional investors have sold a total of 46,802,973 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


This page (NYSEARCA:XLRE) was last updated on 4/19/2024 by MarketBeat.com Staff

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