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 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-11.4K- 97.8% |
$448K - $498K
|
257
$10.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.6K- 9.69% |
$455K - $506K
|
108K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.1K- 67.58% |
$473K - $525K
|
5.79K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.2K- 15.91% |
$477K - $530K
|
64.3K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-12.5K- 2.61% |
$488K - $542K
|
464K
$19.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.5K- 44.4% |
$489K - $543K
|
15.6K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-12.6K- 11.01% |
$494K - $548K
|
102K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.6K- 8.25% |
$495K - $550K
|
140K
$5.86M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.8K- 41.99% |
$503K - $559K
|
17.7K
$740K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12.9K- 67.96% |
$505K - $561K
|
6.08K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-13K- 27.42% |
$508K - $564K
|
34.3K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 44.66% |
$514K - $571K
|
16.3K
$678K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-13.2K- 41.51% |
$518K - $575K
|
18.6K
$777K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-13.5K- 8.56% |
$528K - $587K
|
144K
$6.01M
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-13.5K- 4.41% |
$529K - $588K
|
293K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-14.4K- 10.36% |
$563K - $626K
|
124K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 45.78% |
$573K - $636K
|
17.3K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-15.9K- 97.61% |
$621K - $690K
|
388
$16.2K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-16.1K- 12.29% |
$631K - $701K
|
115K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-16.3K- 61.77% |
$637K - $708K
|
10.1K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16.8K- 52.59% |
$658K - $731K
|
15.1K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.9K- 21.98% |
$662K - $735K
|
59.9K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.2K- 7.36% |
$673K - $748K
|
216K
$9.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.2K- 40.37% |
$675K - $750K
|
25.5K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19K- 39.26% |
$746K - $829K
|
29.5K
$1.23M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19.1K- 74.78% |
$748K - $831K
|
6.44K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20K- 43.15% |
$782K - $869K
|
26.3K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20.5K- 20.59% |
$802K - $890K
|
78.9K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.6K- 22.99% |
$884K - $982K
|
75.6K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-22.8K- 3.61% |
$892K - $991K
|
608K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.8K- 15.79% |
$893K - $992K
|
122K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-24.4K- 4.99% |
$956K - $1.06M
|
465K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25K- 15.82% |
$978K - $1.09M
|
133K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-25.7K- 77.74% |
$1.01M - $1.12M
|
7.37K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 2.67% |
$1.06M - $1.18M
|
987K
$41.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-28.4K- 45.98% |
$1.11M - $1.24M
|
33.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29K- 16.37% |
$1.14M - $1.26M
|
148K
$6.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-31.7K- 52.73% |
$1.24M - $1.38M
|
28.5K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-32K- 65.31% |
$1.25M - $1.39M
|
17K
$709K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-34.3K- 25.26% |
$1.34M - $1.49M
|
101K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-34.4K- 44.68% |
$1.35M - $1.5M
|
42.6K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-35K- 62.65% |
$1.37M - $1.52M
|
20.9K
$871K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-36.1K- 35.43% |
$1.41M - $1.57M
|
65.7K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-39.4K- 85.87% |
$1.54M - $1.71M
|
6.48K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-41.9K- 12.91% |
$1.64M - $1.82M
|
282K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.3K- 19.44% |
$1.89M - $2.1M
|
200K
$8.35M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48.6K- 54.76% |
$1.9M - $2.12M
|
40.2K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-48.9K- 74.26% |
$1.92M - $2.13M
|
17K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.6K- 18.92% |
$1.94M - $2.16M
|
213K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-50.6K- 11.13% |
$1.98M - $2.2M
|
404K
$16.9M
|