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 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.18K- 6.41% |
$46.1K - $51.2K
|
17.2K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.18K- 15.23% |
$46.4K - $51.5K
|
6.59K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.19K- 2.55% |
$46.4K - $51.6K
|
45.2K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 12.06% |
$47K - $52.2K
|
8.75K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.2K- 5.97% |
$47.1K - $52.3K
|
18.9K
$790K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.28K- 5.29% |
$50.3K - $55.9K
|
23K
$960K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.34K- 3.12% |
$52.3K - $58.1K
|
41.5K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.34K- 9.02% |
$52.5K - $58.3K
|
13.5K
$564K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 5.21% |
$53.2K - $59.1K
|
24.7K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.36K- 18.72% |
$53.4K - $59.4K
|
5.92K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.47K- 60.21% |
$57.4K - $63.8K
|
968
$40.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.47K- 58.56% |
$57.5K - $63.9K
|
1.04K
$43.4K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.5K- 2.68% |
$58.6K - $65.1K
|
54.4K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 14.86% |
$59K - $65.5K
|
8.63K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.62K- 45.53% |
$63.5K - $70.5K
|
1.94K
$80.9K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.68K- 10.75% |
$65.9K - $73.2K
|
14K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.76K- 6.12% |
$69K - $76.6K
|
27K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 19.3% |
$69.4K - $77.1K
|
7.41K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.81K- 11.68% |
$70.8K - $78.6K
|
13.7K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.88K- 27.23% |
$73.7K - $81.8K
|
5.03K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.89K- 8.34% |
$74K - $82.2K
|
20.8K
$866K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.94K- 5.59% |
$75.9K - $84.3K
|
32.7K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.95K- 6.82% |
$76.2K - $84.6K
|
26.6K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2K- 9.66% |
$78.4K - $87.1K
|
18.7K
$781K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-2.1K- 19.17% |
$82.1K - $91.2K
|
8.83K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 0.42% |
$82.2K - $91.3K
|
494K
$20.6M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.12K- 17.88% |
$83.1K - $92.3K
|
9.74K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.15K- 14.35% |
$84.2K - $93.6K
|
12.8K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-2.17K- 44.99% |
$85.1K - $94.6K
|
2.66K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.25K- 14.18% |
$88K - $97.7K
|
13.6K
$567K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.26K- 11.37% |
$88.5K - $98.3K
|
17.6K
$735K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.26K- 3.97% |
$88.7K - $98.5K
|
54.7K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.35K- 21.13% |
$92.1K - $102K
|
8.77K
$366K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2.37K- 2.41% |
$92.9K - $103K
|
96.2K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.41K- 25.37% |
$94.5K - $105K
|
7.1K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.65K- 13.04% |
$104K - $115K
|
17.7K
$737K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.7K- 14.18% |
$106K - $117K
|
16.3K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.7K- 1.96% |
$106K - $117K
|
135K
$5.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.75K- 13.17% |
$108K - $120K
|
18.1K
$755K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.8K- 0.4% |
$110K - $122K
|
689K
$28.7M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.81K- 8.02% |
$110K - $122K
|
32.2K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3K- 3.28% |
$118K - $131K
|
88.5K
$3.69M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.15K- 2.61% |
$123K - $137K
|
117K
$4.9M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3.15K- 98.72% |
$124K - $137K
|
41
$1.71K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.18K- 5.16% |
$125K - $138K
|
58.4K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.25K- 2.73% |
$127K - $142K
|
116K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.26K- 11.66% |
$128K - $142K
|
24.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.32K- 1.51% |
$130K - $144K
|
216K
$9.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.56K- 87.68% |
$139K - $155K
|
500
$20.9K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.57K- 7.17% |
$140K - $155K
|
46.2K
$1.93M
|