XLRE Institutional Ownership
State Street Real Estate Select Sector SPDR ETF
1W: -1.8%
1M: -6.7%
3M: -7.9%
YTD: +1.1%
1Y: -3.1%
3Y: +30.0%
5Y: +1.8%
$40.81
+0.13 (+0.32%)
Weekly Expected Move ±1.5%
$40
$40
$41
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XLRE
858
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
109
New Positions
306
Increased
310
Reduced
56
Closed
1.57
Put/Call Ratio
Ownership Trends
Top Institutional Holders (934 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 51,785,146 | 2.1B | +3,823,420 | +8.0% | 40Q | SEC ↗ |
| 2 | MORGAN STANLEY | 10,788,663 | 440M | +3,493,968 | +47.9% | 40Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 7,024,401 | 287M | -154,789 | -2.2% | 15Q | SEC ↗ |
| 4 | LPL Financial LLC | 4,632,026 | 189M | +514,565 | +12.5% | 40Q | SEC ↗ |
| 5 | Cassaday & Co Wealth Management LLC | 3,392,096 | 138M | +70,563 | +2.1% | 15Q | SEC ↗ |
| 6 | American Family Investments, Inc. | 2,549,761 | 104M | +1,182,674 | +86.5% | 2Q | SEC ↗ |
| 7 | UBS Group AG | 2,160,973 | 88M | +105,875 | +5.2% | 41Q | SEC ↗ |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 2,158,678 | 88M | +2,069,085 | +2309.4% | 40Q | SEC ↗ |
| 9 | Vanderbilt University NEW | 2,029,067 | 83M | — | +0.0% | 1Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 1,773,195 | 72M | -2,221,545 | -55.6% | 40Q | SEC ↗ |
| 11 | Capital Investment Advisors, LLC | 1,681,059 | 69M | +81,070 | +5.1% | 10Q | SEC ↗ |
| 12 | Moss Adams Wealth Advisors LLC | 1,650,772 | 67M | +61,185 | +3.8% | 6Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 1,580,192 | 64M | +206,569 | +15.0% | 23Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 1,371,599 | 56M | +187,949 | +15.9% | 7Q | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 1,282,055 | 52M | -6,166 | -0.5% | 30Q | SEC ↗ |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 1,177,612 | 48M | -44,269 | -3.6% | 4Q | SEC ↗ |
| 17 | Phoenix Financial Ltd. | 1,063,204 | 43M | -200 | -0.0% | 21Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 1,059,840 | 43M | +29,292 | +2.8% | 40Q | SEC ↗ |
| 19 | Parcion Private Wealth LLC | 1,057,053 | 43M | +6,329 | +0.6% | 2Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 1,000,810 | 41M | -570,835 | -36.3% | 16Q | SEC ↗ |
| 21 | PGIM Custom Harvest LLC | 947,212 | 39M | +163,741 | +20.9% | 15Q | SEC ↗ |
| 22 | Advisory Alpha, LLC | 913,389 | 37M | -4,112 | -0.4% | 11Q | SEC ↗ |
| 23 | PEAPACK GLADSTONE FINANCIAL CORP | 768,635 | 31M | +66,794 | +9.5% | 9Q | SEC ↗ |
| 24 | Thrivent Financial for Lutherans | 709,705 | 29M | -9,213 | -1.3% | 22Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 680,463 | 28M | -36,292 | -5.1% | 40Q | SEC ↗ |
| 26 | Warwick Investment Management, Inc. | 667,825 | 27M | +206,897 | +44.9% | 15Q | SEC ↗ |
| 27 | FACTORY MUTUAL INSURANCE CO | 659,000 | 27M | — | +0.0% | 11Q | SEC ↗ |
| 28 | D. E. Shaw & Co., Inc. | 614,909 | 25M | +578,304 | +1579.8% | 3Q | SEC ↗ |
| 29 | CWM, LLC | 588,063 | 24M | +59,145 | +11.2% | 18Q | SEC ↗ |
| 30 | Auto-Owners Insurance Co | 584,048 | 24M | -182,517 | -23.8% | 15Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 570,721 | 23M | +19,452 | +3.5% | 40Q | SEC ↗ |
| 32 | Janney Montgomery Scott LLC | 565,043 | 23M | +29,646 | +5.5% | 40Q | SEC ↗ |
| 33 | University of Illinois Foundation NEW | 562,815 | 23M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Gerber Kawasaki Wealth & Investment Ma | 558,459 | 23M | -23,231 | -4.0% | 20Q | SEC ↗ |
| 35 | Bluespring Wealth Management, LLC NEW | 529,816 | 22M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Dean, Jacobson Financial Services, LLC | 527,828 | 22M | +5,658 | +1.1% | 2Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 527,413 | 22M | +17,062 | +3.3% | 15Q | SEC ↗ |
| 38 | WCG Wealth Advisors LLC | 508,036 | 21M | +32,585 | +6.9% | 16Q | SEC ↗ |
| 39 | Mariner, LLC | 503,400 | 21M | +9,448 | +1.9% | 23Q | SEC ↗ |
| 40 | MEITAV INVESTMENT HOUSE LTD | 448,499 | 18M | — | +0.0% | 22Q | SEC ↗ |
| 41 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 428,008 | 17M | +15,382 | +3.7% | 12Q | SEC ↗ |
| 42 | Ameritas Advisory Services, LLC | 419,820 | 17M | +126,941 | +43.3% | 12Q | SEC ↗ |
| 43 | Savant Capital, LLC | 401,671 | 16M | +365,660 | +1015.4% | 9Q | SEC ↗ |
| 44 | Prentice Wealth Management LLC | 389,903 | 16M | +9,127 | +2.4% | 22Q | SEC ↗ |
| 45 | CAPITAL WEALTH MANAGEMENT, LLC | 387,611 | 16M | +24,854 | +6.9% | 18Q | SEC ↗ |
| 46 | Peak Retirement Planning, Inc. | 386,766 | 16M | +375,820 | +3433.4% | 7Q | SEC ↗ |
| 47 | OSAIC HOLDINGS, INC. | 383,127 | 16M | +177,197 | +86.0% | 26Q | SEC ↗ |
| 48 | Stonebridge Capital Advisors LLC | 381,438 | 16M | +2,927 | +0.8% | 22Q | SEC ↗ |
| 49 | Kingsview Wealth Management, LLC | 373,394 | 15M | -2,143 | -0.6% | 24Q | SEC ↗ |
| 50 | STIFEL FINANCIAL CORP | 368,034 | 15M | +23,355 | +6.8% | 40Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vanderbilt University | 2,029,067 | 83M |
| University of Illinois Foundation | 562,815 | 23M |
| Bluespring Wealth Management, LLC | 529,816 | 22M |
| Quadrature Capital Ltd | 262,572 | 11M |
| Cinctive Capital Management LP | 215,433 | 9M |
| RENAISSANCE TECHNOLOGIES LLC | 205,200 | 8M |
| TUDOR INVESTMENT CORP ET AL | 194,773 | 8M |
| THOR TRADING ADVISORS, LLC | 183,644 | 7M |
| Viaable, LLC | 177,585 | 7M |
| Ball & Co Wealth Management Inc. | 156,849 | 6M |
| RWA WEALTH PARTNERS, LLC | 149,558 | 6M |
| SUMMIT SECURITIES GROUP LLC | 145,498 | 6M |
| Qube Research & Technologies Ltd | 129,630 | 5M |
| Estate Counselors, LLC | 120,268 | 5M |
| Horizon Wealth Management, LLC | 117,343 | 5M |
| MILLENNIUM MANAGEMENT LLC | 102,524 | 4M |
| Penserra Capital Management LLC | 85,551 | 3M |
| Bellwether Advisors, LLC | 68,904 | 3M |
| Graetz Wealth LLC | 58,519 | 2M |
| PRIMORIS WEALTH ADVISORS, LLC | 57,200 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 2,731,500 | 111M |
| ALPS ADVISORS INC | 1,426,962 | 58M |
| Stonebridge Financial Group, LLC | 639,514 | 26M |
| SIH Partners, LLLP | 445,213 | 18M |
| GTS SECURITIES LLC | 338,088 | 14M |
| Jain Global LLC | 314,052 | 13M |
| Atom Investors LP | 252,322 | 10M |
| MARSHALL WACE, LLP | 236,667 | 10M |
| Independent Advisor Alliance | 198,229 | 8M |
| 1832 Asset Management L.P. | 189,943 | 8M |
| Reyes Financial Architecture, Inc. | 184,305 | 8M |
| Jump Financial, LLC | 97,611 | 4M |
| JANE STREET GROUP, LLC | 94,208 | 4M |
| Arch Global Advisors, LLC | 94,079 | 4M |
| SBI Okasan Asset Management Co.Ltd. | 92,320 | 4M |
| Virtu Financial LLC | 83,201 | 3M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 80,136 | 3M |
| Point72 Asset Management, L.P. | 70,759 | 3M |
| CTC Alternative Strategies, Ltd. | 70,031 | 3M |
| Triangle Securities Wealth Manageme | 53,931 | 2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Creative Planning | +3,823,420 | +8.0% | 51,785,146 |
| MORGAN STANLEY | +3,493,968 | +47.9% | 10,788,663 |
| BNP PARIBAS FINANCIAL MARKETS | +2,069,085 | +2309.4% | 2,158,678 |
| American Family Investments, Inc. | +1,182,674 | +86.5% | 2,549,761 |
| D. E. Shaw & Co., Inc. | +578,304 | +1579.8% | 614,909 |
| LPL Financial LLC | +514,565 | +12.5% | 4,632,026 |
| Peak Retirement Planning, Inc. | +375,820 | +3433.4% | 386,766 |
| Savant Capital, LLC | +365,660 | +1015.4% | 401,671 |
| BARCLAYS PLC | +261,703 | +279.6% | 355,294 |
| Warwick Investment Management, Inc. | +206,897 | +44.9% | 667,825 |
| Cetera Investment Advisers | +206,569 | +15.0% | 1,580,192 |
| RAYMOND JAMES FINANCIAL INC | +187,949 | +15.9% | 1,371,599 |
| OSAIC HOLDINGS, INC. | +177,197 | +86.0% | 383,127 |
| Equitable Holdings, Inc. | +176,304 | +155.6% | 289,591 |
| PGIM Custom Harvest LLC | +163,741 | +20.9% | 947,212 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +156,838 | +881.1% | 174,639 |
| SageView Advisory Group, LLC | +140,878 | +1000.2% | 154,963 |
| Waverly Advisors, LLC | +131,347 | +90.2% | 276,975 |
| Ameritas Advisory Services, LLC | +126,941 | +43.3% | 419,820 |
| MCF Advisors LLC | +116,720 | +1459000.0% | 116,728 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -5,490,855 | -95.2% | 278,887 |
| WELLS FARGO & COMPANY/MN | -2,221,545 | -55.6% | 1,773,195 |
| AMERIPRISE FINANCIAL INC | -570,835 | -36.3% | 1,000,810 |
| Tower Research Capital LLC (TRC) | -205,218 | -100.0% | 17 |
| Auto-Owners Insurance Co | -182,517 | -23.8% | 584,048 |
| CITIGROUP INC | -163,590 | -38.4% | 262,168 |
| BANK OF AMERICA CORP /DE | -154,789 | -2.2% | 7,024,401 |
| PRUDENTIAL FINANCIAL INC | -153,865 | -50.1% | 153,251 |
| UBS AM, a distinct business unit of | -97,526 | -93.1% | 7,240 |
| Spahn Wealth & Retirement LLC | -54,004 | -78.6% | 14,733 |
| COMMONWEALTH EQUITY SERVICES, LLC | -53,294 | -22.7% | 181,018 |
| Private Advisor Group, LLC | -50,062 | -37.6% | 83,033 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -48,677 | -48.6% | 51,566 |
| VICTORY CAPITAL MANAGEMENT INC | -44,269 | -3.6% | 1,177,612 |
| COUNTRY TRUST BANK | -43,653 | -10.8% | 359,583 |
| HARBOUR INVESTMENTS, INC. | -41,083 | -76.3% | 12,735 |
| IMC-Chicago, LLC | -39,529 | -51.2% | 37,734 |
| CAP Partners, LLC | -38,907 | -37.4% | 65,017 |
| ROYAL BANK OF CANADA | -36,292 | -5.1% | 680,463 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -31,124 | -13.8% | 194,306 |