Real Estate Select Sector SPDR Fund (XLRE) Institutional Ownership

$37.91
+0.10 (+0.26%)
(As of 05/13/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
379
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
256
Total
Institutional Outflows
(last 12 months)
$457.23M
Get XLRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Real Estate Select Sector SPDR Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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
5/11/2024 Jacobi Capital Management LLC46,401$1.83M0.2%+158.4%0.031%
5/10/2024 Osaic Holdings Inc.319,997$12.65M0.0%-24.2%0.214%
5/10/2024 TIAA Trust National Association14,974$592K0.0%-4.9%0.010%
5/10/2024 Cornerstone Advisors LLC183,200$7.24M0.3%N/A0.123%
5/10/2024 Pinkerton Retirement Specialists LLC44,839$1.77M0.3%+13.7%0.030%
5/10/2024 Prevail Innovative Wealth Advisors LLC13,617$538K0.2%+142.0%0.009%
5/10/2024 1ST Source Bank89,107$3.52M0.2%-1.0%0.060%
5/10/2024 Nwam LLC7,366$276K0.0%N/A0.005%
5/10/2024 Banco BTG Pactual S.A.160,988$6.36M1.1%+94.9%0.108%
5/9/2024 Private Portfolio Partners LLC10,429$412K0.1%-10.4%0.007%
5/9/2024 Orion Portfolio Solutions LLC85,787$3.39M0.0%+1.2%0.057%
5/9/2024 Kingsview Wealth Management LLC314,079$12.42M0.3%-45.4%0.210%
5/9/2024 MB Generational Wealth LLC1,586$63K0.1%-79.4%0.001%
5/8/2024 Private Wealth Advisors LLC97,233$3.84M1.6%-4.7%0.065%
5/8/2024 Sheets Smith Wealth Management19,571$774K0.1%+7.0%0.013%
5/8/2024 Bleakley Financial Group LLC26,652$1.05M0.0%+2.7%0.018%
5/8/2024 Winthrop Capital Management LLC25,725$1.02M0.5%-1.7%0.017%
5/8/2024 Avantax Advisory Services Inc.136,718$5.40M0.0%-2.2%0.091%
5/8/2024 US Bancorp DE32,448$1.28M0.0%-1.9%0.022%
5/8/2024 Headlands Technologies LLC9,637$381K0.1%N/A0.006%
5/8/2024 Legacy Capital Group California Inc.48,890$1.93M0.7%N/A0.033%
5/7/2024 Meeder Advisory Services Inc.17,230$681K0.1%+1.8%0.012%
5/7/2024 Abbrea Capital LLC14,571$576K0.1%+5.3%0.010%
5/7/2024 Concurrent Investment Advisors LLC13,298$526K0.0%-14.5%0.009%
5/7/2024 Atomi Financial Group Inc.10,268$406K0.0%-23.6%0.007%
5/7/2024 Montag A & Associates Inc.68,518$2.71M0.1%+0.7%0.046%
5/7/2024 KCM Investment Advisors LLC95,485$3.78M0.1%+16.1%0.064%
5/7/2024 Nelson Capital Management LLC96,280$3.81M0.7%+18.1%0.064%
5/7/2024 Prospera Private Wealth LLC6,076$240K0.2%N/A0.004%
5/7/2024 Wealthspire Advisors LLC101,495$4.01M0.1%-17.7%0.068%
5/7/2024 Retirement Planning Co of New England Inc.9,936$393K0.2%+9.9%0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.14,782$584K0.0%+6.4%0.010%
5/6/2024 Advisory Alpha LLC800,258$31.63M1.3%+318.3%0.535%
5/4/2024 Geneos Wealth Management Inc.55,408$2.19M0.1%-4.7%0.037%
5/3/2024 Larson Financial Group LLC4,398$174K0.0%+6.6%0.003%
5/3/2024 Callan Capital LLC35,085$1.39M0.1%-2.0%0.023%
5/2/2024 Mutual Advisors LLC41,736$1.65M0.1%-17.3%0.028%
5/2/2024 New England Capital Financial Advisors LLC88,118$3.48M2.0%+17.2%0.059%
5/2/2024 Hudock Inc.287,772$11.38M2.5%N/A0.192%
5/2/2024 Graypoint LLC161,694$6.39M0.5%+22.1%0.108%
The A.I. story nobody is telling you (Read ASAP) (Ad)

There's been a lot of buzz surrounding A.I. over the past year... Most of it is just hype and speculation. But there's one recent A.I. development you NEED to hear about...

Click here to see Louis' new video for yourself.
5/2/2024 Hardy Reed LLC10,009$396K0.0%+3.1%0.007%
5/2/2024 Almanack Investment Partners LLC.7,521$297K0.1%-4.9%0.005%
5/2/2024 Choreo LLC135,817$5.37M0.1%-32.9%0.091%
5/2/2024 Comprehensive Wealth Management LLC12,609$498K0.4%+8.2%0.008%
5/2/2024 ESG Planning DBA Harper Investing19,433$768K0.9%N/A0.013%
5/2/2024 LDR Capital Management LLC84,403$3.34M2.2%-36.9%0.056%
5/1/2024 Janney Capital Management LLC431,080$17.04M1.1%-2.5%0.288%
5/1/2024 Janney Montgomery Scott LLC71,471$2.83M0.0%-3.2%0.048%
5/1/2024 TKG Advisors LLC84,708$3.35M1.9%N/A0.057%
5/1/2024 Ballast Advisors LLC30,206$1.19M0.4%+10.9%0.020%
5/1/2024 Mirae Asset Global Investments Co. Ltd.42,835$1.69M0.0%-70.8%0.028%
5/1/2024 Avior Wealth Management LLC171,824$6.79M0.3%-31.0%0.112%
5/1/2024 Wambolt & Associates LLC8,607$334K0.1%+22.3%0.006%
5/1/2024 Sequoia Financial Advisors LLC23,643$935K0.0%-5.9%0.015%
5/1/2024 Diversify Advisory Services LLC16,678$648K0.0%N/A0.011%
4/30/2024 Private Advisor Group LLC110,375$4.36M0.0%-26.6%0.072%
4/30/2024 J.W. Cole Advisors Inc.18,367$713K0.0%+7.2%0.012%
4/30/2024 Astor Investment Management LLC308,268$12.19M4.8%N/A0.201%
4/30/2024 Fortis Group Advisors LLC7,625$301K0.1%N/A0.005%
4/30/2024 Cordatus Wealth Management LLC52,605$2.08M1.5%N/A0.034%
4/30/2024Concord Wealth Partners7,726$305K0.1%-16.8%0.005%
4/29/2024Commonwealth Equity Services LLC175,718$6.95M0.0%+4.0%0.115%
4/29/2024 Castle Wealth Management LLC29,833$1.18M0.6%-35.3%0.019%
4/29/2024 Brio Consultants LLC187,057$7.39M1.2%+3.8%0.122%
4/29/2024 Newman Dignan & Sheerar Inc.5,336$211K0.1%-11.3%0.003%
4/26/2024Prestige Wealth Management Group LLC2,704$107K0.0%-99.1%0.002%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA69,580$2.75M1.1%-0.8%0.045%
4/26/2024 YHB Investment Advisors Inc.914$36K0.0%N/A0.001%
4/26/2024 Clear Creek Financial Management LLC9,066$358K0.0%+14.7%0.006%
4/26/2024 Terra Nova Asset Management LLC12,068$477K0.4%N/A0.008%
4/25/2024 Capital Investment Advisory Services LLC9,675$382K0.0%+11.7%0.006%
4/25/2024 Triumph Capital Management22,671$881K0.4%N/A0.015%
4/25/2024 Cambridge Investment Research Advisors Inc.278,217$11.00M0.0%+1.8%0.182%
4/25/2024 Intergy Private Wealth LLC14,012$554K0.2%-11.1%0.009%
4/24/2024 Private Trust Co. NA29,913$1.18M0.1%-3.5%0.020%
4/24/2024 Krilogy Financial LLC16,507$653K0.1%-20.1%0.011%
4/24/2024 PSI Advisors LLC126,137$4.99M1.8%-0.6%0.082%
4/24/2024 CENTRAL TRUST Co15,367$607K0.0%-6.2%0.010%
4/24/2024 Fulcrum Equity Management8,298$328K0.4%N/A0.005%
4/24/2024 Arlington Capital Management Inc.7,937$314K0.3%N/A0.005%
4/24/2024 Premier Path Wealth Partners LLC43,900$1.74M0.3%+21.1%0.029%
4/24/2024 Zullo Investment Group Inc.28,536$1.13M0.5%+2.3%0.019%
4/24/2024 Dakota Wealth Management400,435$15.83M0.4%+10.5%0.262%
4/24/2024 Simplicity Wealth LLC26,652$1.05M0.0%N/A0.017%
4/24/2024 NBT Bank N A NY62,105$2.46M0.2%+1.1%0.041%
4/24/2024 Spire Wealth Management117,153$4.63M0.2%-0.7%0.077%
4/24/2024 Solstein Capital LLC5,495$217K0.1%-24.4%0.004%
4/24/2024 H&H Retirement Design & Management INC23,673$856K0.6%-9.4%0.015%
4/24/2024 Bar Harbor Wealth Management70,705$2.80M0.2%+3.5%0.046%
4/23/2024 Global Retirement Partners LLC26,871$1.06M0.0%+3.1%0.018%
Tech GIANT’s Plans to Revolutionize Crypto… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
4/23/2024 United Asset Strategies Inc.10,003$395K0.0%-14.4%0.007%
4/23/2024 Wealth Advisory Solutions LLC9,769$386K0.1%-19.5%0.006%
4/23/2024 Olympus Wealth Management LLC63,850$2.52M1.5%+0.6%0.042%
4/23/2024 WASHINGTON TRUST Co704$28K0.0%N/A0.000%
4/23/2024 Venturi Wealth Management LLC7,812$309K0.0%-59.3%0.005%
4/23/2024 Fifth Third Bancorp42,946$1.70M0.0%-16.0%0.028%
4/23/2024 Raymond James Financial Services Advisors Inc.761,659$30.11M0.0%+2.0%0.498%
4/22/2024 Rovin Capital UT ADV7,736$306K0.1%-28.7%0.005%
4/22/2024 Kessler Investment Group LLC20,626$815K0.5%+174.1%0.013%
4/22/2024 American Financial Advisors LLC296,254$11.71M1.6%+0.4%0.194%
(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, 699 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), Harel Insurance Investments & Financial Services Ltd. ($116.93M), LPL Financial LLC ($114.18M), and Ameriprise Financial Inc. ($63.16M).Learn more on XLRE's institutional investors.

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

Of the 609 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 ($11.52M), Migdal Insurance & Financial Holdings Ltd. ($5.50M), Caisse DE Depot ET Placement DU Quebec ($3.55M), JPMorgan Chase & Co. ($2.90M), BNP Paribas Arbitrage SA ($1.98M), Cullen Capital Management LLC ($1.51M), and Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($1.36M).

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

Institutional investors have bought a total of 66,613,256 shares in the last 24 months. This purchase volume represents approximately $2.56B in transactions.

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

Of the 384 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 ($2.65M), BNP Paribas Arbitrage SA ($1.69M), PNC Financial Services Group Inc. ($1.43M), Envestnet Asset Management Inc. ($1.29M), Bank of Montreal Can ($1.01M), and Baird Financial Group Inc. ($978.48K).

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

Institutional investors have sold a total of 34,575,456 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.


This page (NYSEARCA:XLRE) was last updated on 5/13/2024 by MarketBeat.com Staff

From Our Partners