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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.27MNew |
$49.6M - $55.1M
|
1.27M
$51.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.13M+ 1105.0% |
$44.4M - $49.3M
|
1.23M
$49.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
220K+ 483.3% |
$8.62M - $9.57M
|
265K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
139K+ 31.01% |
$5.44M - $6.04M
|
587K
$23.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
65.6KNew |
$2.57M - $2.86M
|
65.6K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
53.2KNew |
$2.09M - $2.32M
|
53.2K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
32.9KNew |
$1.29M - $1.43M
|
32.9K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
24.3KNew |
$951K - $1.06M
|
24.3K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 20.35% |
$897K - $997K
|
135K
$5.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
21.9K+ 10.65% |
$859K - $954K
|
228K
$9.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.5K+ 10.46% |
$726K - $807K
|
196K
$7.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.7KNew |
$653K - $725K
|
16.7K
$674K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16.1K+ 11928.15% |
$631K - $701K
|
16.2K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.7K+ 2.56% |
$575K - $639K
|
587K
$23.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.5K+ 10.67% |
$451K - $501K
|
120K
$4.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
10.1K+ 21.47% |
$394K - $438K
|
56.9K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.11K+ 25.76% |
$240K - $266K
|
29.8K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.52K+ 17.95% |
$216K - $240K
|
36.2K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.24KNew |
$205K - $228K
|
5.24K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 67500.0% |
$185K - $206K
|
4.73K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.72K+ 277.81% |
$185K - $205K
|
6.42K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.35K+ 4.99% |
$171K - $189K
|
91.5K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.75K+ 9.69% |
$147K - $163K
|
42.5K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.26K+ 64.97% |
$128K - $142K
|
8.27K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.15K+ 3.82% |
$123K - $137K
|
85.4K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.14K+ 6.68% |
$123K - $137K
|
50.1K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.98K+ 12.34% |
$117K - $129K
|
27.1K
$1.09M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.92K+ 0.62% |
$114K - $127K
|
474K
$19.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.65K+ 10.02% |
$104K - $115K
|
29.1K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.43K+ 19.74% |
$95.1K - $106K
|
14.7K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.33K+ 7.85% |
$91.1K - $101K
|
31.9K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 10.92% |
$81.9K - $91K
|
21.2K
$859K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$68.6K - $76.2K
|
1.75K
$70.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.65K+ 11.63% |
$64.8K - $72K
|
15.9K
$642K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.62K+ 24.08% |
$63.4K - $70.4K
|
8.33K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.45K+ 7.53% |
$56.6K - $62.9K
|
20.6K
$834K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.39K+ 8.36% |
$54.3K - $60.4K
|
18K
$727K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.35K+ 3.63% |
$53K - $58.9K
|
38.7K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.34K+ 18.67% |
$52.4K - $58.2K
|
8.5K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.22K+ 6.68% |
$47.9K - $53.2K
|
19.5K
$789K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.2K+ 1.9% |
$47.1K - $52.3K
|
64.3K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.2K+ 8.22% |
$46.8K - $52K
|
15.7K
$636K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.18K+ 2.1% |
$46.3K - $51.4K
|
57.6K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
996+ 14.51% |
$39K - $43.3K
|
7.86K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
994+ 16.22% |
$38.9K - $43.3K
|
7.12K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
927+ 307.97% |
$36.3K - $40.3K
|
1.23K
$49.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
900+ 19.72% |
$35.3K - $39.2K
|
5.46K
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
820New |
$32.1K - $35.7K
|
820
$33.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
739+ 3.42% |
$29K - $32.2K
|
22.3K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
735+ 2.51% |
$28.8K - $32K
|
30K
$1.21M
|