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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 32.08% |
$1.28M - $1.42M
|
135K
$5.62M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
32.5K+ 34.58% |
$1.27M - $1.41M
|
126K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31.3KNew |
$1.23M - $1.36M
|
31.3K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
28.3KNew |
$1.11M - $1.23M
|
28.3K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.1KNew |
$1.02M - $1.13M
|
26.1K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.7K+ 3.77% |
$1.01M - $1.12M
|
707K
$29.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$997K - $1.11M
|
25.4K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
25.2KNew |
$988K - $1.1M
|
25.2K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.3K+ 311.28% |
$951K - $1.06M
|
32.1K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
24.3KNew |
$951K - $1.06M
|
24.3K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
24KNew |
$940K - $1.04M
|
24K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.9K+ 16.02% |
$938K - $1.04M
|
173K
$7.24M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
23.7KNew |
$928K - $1.03M
|
23.7K
$989K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
23.4K+ 32.1% |
$918K - $1.02M
|
96.4K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 20.35% |
$897K - $997K
|
135K
$5.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
21.9K+ 10.65% |
$859K - $954K
|
228K
$9.5M
|
|
|
May 15, 2025
Q1 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
21.6KNew |
$846K - $940K
|
21.6K
$902K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
21.1K+ 38.0% |
$829K - $920K
|
76.8K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
20.3K+ 10.62% |
$795K - $883K
|
211K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
20.3K+ 18.66% |
$794K - $882K
|
129K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
19.3K+ 10.85% |
$758K - $842K
|
198K
$8.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.5K+ 10.46% |
$726K - $807K
|
196K
$8.17M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18.3K+ 324.44% |
$718K - $797K
|
24K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.9K+ 165.38% |
$702K - $779K
|
28.7K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.1K+ 15.91% |
$671K - $745K
|
125K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 29.76% |
$655K - $727K
|
72.9K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.7KNew |
$653K - $725K
|
16.7K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.2K+ 31.83% |
$634K - $705K
|
67.1K
$2.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16.1K+ 11928.15% |
$631K - $701K
|
16.2K
$678K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16K+ 57.4% |
$627K - $697K
|
43.9K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.3K+ 1.66% |
$599K - $665K
|
938K
$39.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15K+ 4.48% |
$588K - $653K
|
350K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.7K+ 2.56% |
$575K - $639K
|
587K
$24.5M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.4K+ 4.49% |
$525K - $583K
|
312K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.6KNew |
$493K - $548K
|
12.6K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.2K+ 12.16% |
$480K - $533K
|
113K
$4.71M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.2K+ 215.31% |
$478K - $531K
|
17.9K
$745K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
12.2K+ 2.74% |
$477K - $530K
|
457K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.8K+ 0.94% |
$461K - $512K
|
1.26M
$52.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.5K+ 10.67% |
$451K - $501K
|
120K
$4.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
11.4K+ 1.8% |
$446K - $496K
|
645K
$26.9M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.3K+ 3.98% |
$444K - $493K
|
296K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11K+ 26.32% |
$432K - $480K
|
52.9K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 6.4% |
$428K - $476K
|
182K
$7.59M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.4KNew |
$406K - $451K
|
10.4K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1K+ 58.64% |
$397K - $441K
|
27.4K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
10.1K+ 21.47% |
$394K - $438K
|
56.9K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.65K+ 6.41% |
$378K - $420K
|
160K
$6.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
9.61K+ 36.33% |
$376K - $418K
|
36K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.34K+ 99.06% |
$366K - $406K
|
18.8K
$783K
|