Purchases and Sales Made in Q1 2025 in Select Sector Spdr Tr Real Est (XLRE)
This table provides information about the institutional ownership of Select Sector Spdr Tr Real Est (XLRE) during Q1 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR TR REAL EST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.6M+ 1641.73% |
$493M - $548M
|
13.4M
$557M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.81M+ 4994.19% |
$110M - $122M
|
2.87M
$120M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.58M+ 8.08% |
$101M - $112M
|
34.5M
$1.44B
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.27MNew |
$49.6M - $55.1M
|
1.27M
$52.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.13M+ 1105.0% |
$44.4M - $49.3M
|
1.23M
$51.5M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.13M+ 46.74% |
$44.1M - $49M
|
3.53M
$147M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
959KNew |
$37.6M - $41.8M
|
959K
$40M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
688K+ 105.67% |
$27M - $30M
|
1.34M
$55.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
528K+ 8.37% |
$20.7M - $23M
|
6.83M
$285M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
475K+ 95.62% |
$18.6M - $20.7M
|
971K
$40.5M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
330K+ 388.9% |
$12.9M - $14.4M
|
415K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 20.31% |
$9.28M - $10.3M
|
1.4M
$58.5M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
227K+ 543.9% |
$8.89M - $9.88M
|
269K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
220K+ 483.3% |
$8.62M - $9.57M
|
265K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
193K+ 115.6% |
$7.57M - $8.41M
|
361K
$15M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
188KNew |
$7.35M - $8.17M
|
188K
$7.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
183K+ 20.27% |
$7.15M - $7.94M
|
1.08M
$45.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182K+ 4.73% |
$7.13M - $7.92M
|
4.03M
$168M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
158KNew |
$6.17M - $6.86M
|
158K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
144K+ 87.98% |
$5.66M - $6.29M
|
309K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
139K+ 31.01% |
$5.44M - $6.04M
|
587K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
130K+ 943.51% |
$5.08M - $5.64M
|
143K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
128K+ 34.36% |
$5.03M - $5.58M
|
502K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
115K+ 79.67% |
$4.52M - $5.03M
|
260K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 50.76% |
$4.52M - $5.03M
|
343K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
88KNew |
$3.45M - $3.83M
|
88K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
85.8KNew |
$3.36M - $3.74M
|
85.8K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
78.7K+ 12.95% |
$3.08M - $3.43M
|
687K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
70.7KNew |
$2.77M - $3.08M
|
70.7K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.7K+ 12.89% |
$2.65M - $2.95M
|
593K
$24.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
67.5K+ 995.68% |
$2.65M - $2.94M
|
74.3K
$3.1M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
67.3K+ 43.21% |
$2.64M - $2.93M
|
223K
$9.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
65.6KNew |
$2.57M - $2.86M
|
65.6K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
62.3KNew |
$2.44M - $2.71M
|
62.3K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
60.2KNew |
$2.36M - $2.62M
|
60.2K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
57.5K+ 262.01% |
$2.25M - $2.5M
|
79.4K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
53.2KNew |
$2.09M - $2.32M
|
53.2K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.1KNew |
$2.08M - $2.31M
|
53.1K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.3K+ 851.61% |
$1.93M - $2.15M
|
55.1K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
45.9K+ 34.25% |
$1.8M - $2M
|
180K
$7.51M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
45.9K+ 34.25% |
$1.8M - $2M
|
180K
$7.51M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
43.2K+ 19.55% |
$1.69M - $1.88M
|
264K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.7K+ 17.07% |
$1.67M - $1.86M
|
293K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
42.4K+ 101.43% |
$1.66M - $1.84M
|
84.1K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
41.9K+ 1.37% |
$1.64M - $1.82M
|
3.09M
$129M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 13.13% |
$1.6M - $1.78M
|
352K
$14.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38K+ 590.96% |
$1.49M - $1.66M
|
44.5K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37.1K+ 9.55% |
$1.45M - $1.61M
|
425K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
34.5K+ 10.09% |
$1.35M - $1.5M
|
376K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
32.9KNew |
$1.29M - $1.43M
|
32.9K
$1.37M
|