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 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.58K- 10.87% |
$140K - $156K
|
29.3K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.71K- 14.73% |
$145K - $161K
|
21.5K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 39.7% |
$148K - $164K
|
5.72K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.77K- 8.09% |
$148K - $164K
|
42.8K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.83K- 29.53% |
$150K - $167K
|
9.14K
$381K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.98K- 22.83% |
$156K - $173K
|
13.4K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.01K- 2.02% |
$157K - $175K
|
194K
$8.11M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.14K- 6.95% |
$162K - $180K
|
55.4K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4.15K- 37.48% |
$163K - $181K
|
6.93K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.2K- 5.42% |
$164K - $183K
|
73.2K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4.58K- 18.53% |
$180K - $199K
|
20.1K
$841K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.66K- 13.07% |
$183K - $203K
|
31K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.76K- 0.29% |
$186K - $207K
|
1.62M
$67.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.8K- 14.77% |
$188K - $209K
|
27.7K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.82K- 3.95% |
$189K - $210K
|
117K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.23K- 61.73% |
$205K - $227K
|
3.24K
$135K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.44K- 26.52% |
$213K - $237K
|
15.1K
$628K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.73K- 1.95% |
$224K - $249K
|
288K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.74K- 5.5% |
$225K - $250K
|
98.5K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-5.75K- 10.58% |
$225K - $250K
|
48.5K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-5.75K- 16.99% |
$225K - $250K
|
28.1K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.76K- 3.12% |
$226K - $251K
|
179K
$7.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.95K- 49.96% |
$233K - $259K
|
5.96K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-5.96K- 45.82% |
$233K - $259K
|
7.05K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.06K- 26.66% |
$238K - $264K
|
16.7K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.09K- 6.76% |
$239K - $265K
|
84K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-6.35K- 19.28% |
$249K - $276K
|
26.6K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.41K- 2.75% |
$251K - $279K
|
227K
$9.47M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.65K- 29.28% |
$260K - $289K
|
16.1K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.65K- 6.3% |
$261K - $290K
|
99K
$4.13M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.7K- 5.27% |
$263K - $292K
|
120K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.77K- 43.75% |
$265K - $295K
|
8.7K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.95K- 16.45% |
$272K - $303K
|
35.3K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-7.15K- 3.36% |
$280K - $311K
|
206K
$8.58M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.21K- 11.72% |
$283K - $314K
|
54.3K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-7.42K- 6.19% |
$291K - $323K
|
113K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.52K- 52.14% |
$295K - $327K
|
6.91K
$288K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.67K- 53.99% |
$300K - $334K
|
6.53K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.93K- 13.41% |
$311K - $345K
|
51.2K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.15K- 39.68% |
$319K - $355K
|
12.4K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.47K- 4.02% |
$332K - $369K
|
202K
$8.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-8.64K- 44.22% |
$338K - $376K
|
10.9K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.66K- 63.16% |
$339K - $377K
|
5.05K
$211K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.43K- 44.67% |
$370K - $410K
|
11.7K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.81K- 62.39% |
$384K - $427K
|
5.91K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 49.95% |
$399K - $443K
|
10.2K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-10.2K- 19.94% |
$399K - $443K
|
40.9K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.5K- 6.2% |
$413K - $458K
|
159K
$6.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.1K- 44.43% |
$435K - $483K
|
13.9K
$579K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2K- 2.59% |
$438K - $487K
|
420K
$17.5M
|