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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
672+ 76.45% |
$26.3K - $29.2K
|
1.55K
$62.7K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
613+ 11.65% |
$24K - $26.7K
|
5.88K
$238K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
585+ 3.01% |
$22.9K - $25.5K
|
20K
$809K
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
554+ 0.83% |
$21.7K - $24.1K
|
67.6K
$2.73M
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
524New |
$20.5K - $22.8K
|
524
$21.2K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
507+ 298.24% |
$19.9K - $22.1K
|
677
$27.4K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
436+ 6.01% |
$17.1K - $19K
|
7.69K
$311K
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
425+ 0.92% |
$16.7K - $18.5K
|
46.7K
$1.89M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
400+ 23.12% |
$15.7K - $17.4K
|
2.13K
$86.1K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
362+ 2.03% |
$14.2K - $15.8K
|
18.2K
$734K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
232New |
$9.09K - $10.1K
|
232
$9.38K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
215+ 0.37% |
$8.42K - $9.36K
|
58.5K
$2.37M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
208+ 770.37% |
$8.15K - $9.05K
|
235
$9.5K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
208+ 2.64% |
$8.15K - $9.05K
|
8.08K
$326K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
205+ 2.55% |
$8.03K - $8.92K
|
8.25K
$333K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
138New |
$5.41K - $6.01K
|
138
$5.58K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
135+ 8.09% |
$5.29K - $5.88K
|
1.8K
$72.9K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
82New |
$3.21K - $3.57K
|
82
$3.31K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 0.45% |
$3.13K - $3.48K
|
17.8K
$719K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
77+ 0.19% |
$3.02K - $3.35K
|
40.4K
$1.63M
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
71+ 14.73% |
$2.78K - $3.09K
|
553
$22.4K
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40New |
$1.57K - $1.74K
|
40
$1.62K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
28+ 0.32% |
$1.1K - $1.22K
|
8.79K
$355K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
28+ 93.33% |
$1.1K - $1.22K
|
58
$2.34K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 0.78% |
$1.02K - $1.13K
|
3.38K
$136K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
22New |
$862 - $957
|
22
$889
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
13New |
$509 - $566
|
13
$525
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.38% |
$313 - $348
|
2.09K
$84.6K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5+ 0.05% |
$196 - $218
|
10.8K
$438K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$157 - $174
|
4
$162
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$39.2 - $43.5
|
2.02K
$81.7K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.49% |
$39.2 - $43.5
|
204
$8.25K
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-7- 0.13% |
$274 - $305
|
5.31K
$215K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-12- 66.67% |
$470 - $522
|
6
$243
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 0.88% |
$549 - $609
|
1.58K
$63.7K
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-16- 4.11% |
$627 - $696
|
373
$15.1K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-24- 6.69% |
$940 - $1.04K
|
335
$13.5K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.12% |
$940 - $1.04K
|
19.8K
$799K
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-39- 0.69% |
$1.53K - $1.7K
|
5.64K
$228K
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.66% |
$2.31K - $2.57K
|
8.85K
$358K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-66- 11.64% |
$2.59K - $2.87K
|
501
$20.3K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-67- 0.09% |
$2.63K - $2.92K
|
74.3K
$3M
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-68- 0.21% |
$2.66K - $2.96K
|
31.8K
$1.29M
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-71- 0.45% |
$2.78K - $3.09K
|
15.6K
$630K
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-83- 0.32% |
$3.25K - $3.61K
|
25.7K
$1.04M
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-115- 1.02% |
$4.51K - $5K
|
11.2K
$453K
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-204- 0.62% |
$7.99K - $8.88K
|
32.6K
$1.32M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-241- 0.3% |
$9.44K - $10.5K
|
80.1K
$3.24M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-249- 1.73% |
$9.76K - $10.8K
|
14.1K
$571K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-308- 1.25% |
$12.1K - $13.4K
|
24.2K
$980K
|