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 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
9.1KNew |
$356K - $396K
|
9.1K
$380K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.93K+ 14.86% |
$350K - $389K
|
69K
$2.88M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
8.64K+ 15.65% |
$338K - $376K
|
63.8K
$2.66M
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
8.45K+ 5.84% |
$331K - $368K
|
153K
$6.39M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.4KNew |
$329K - $366K
|
8.4K
$351K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8.11K+ 187.88% |
$318K - $353K
|
12.4K
$518K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.02K+ 26.35% |
$314K - $349K
|
38.5K
$1.61M
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
7.62K+ 20.8% |
$298K - $331K
|
44.2K
$1.85M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.4KNew |
$290K - $322K
|
7.4K
$309K
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.25KNew |
$284K - $316K
|
7.25K
$303K
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.93KNew |
$272K - $302K
|
6.93K
$289K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.79K+ 2.41% |
$266K - $296K
|
289K
$12M
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.79KNew |
$266K - $295K
|
6.79K
$283K
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.54K+ 2.05% |
$256K - $285K
|
326K
$13.6M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.51K+ 60.15% |
$255K - $283K
|
17.3K
$723K
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
6.4K+ 51.2% |
$251K - $279K
|
18.9K
$789K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
6.35K+ 31.43% |
$249K - $276K
|
26.6K
$1.11M
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
6.25K+ 48.48% |
$245K - $272K
|
19.1K
$798K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
6.23K+ 86.19% |
$244K - $271K
|
13.5K
$562K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.11K+ 25.76% |
$240K - $266K
|
29.8K
$1.25M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.88KNew |
$230K - $256K
|
5.88K
$245K
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.88K+ 96.44% |
$230K - $256K
|
12K
$500K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.64KNew |
$221K - $245K
|
5.64K
$235K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.6KNew |
$219K - $244K
|
5.6K
$234K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.59K+ 0.92% |
$219K - $243K
|
613K
$25.6M
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.52K+ 17.95% |
$216K - $240K
|
36.2K
$1.51M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.42KNew |
$212K - $236K
|
5.42K
$226K
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.4K+ 4.01% |
$212K - $235K
|
140K
$5.84M
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.38KNew |
$211K - $234K
|
5.38K
$224K
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.24KNew |
$205K - $228K
|
5.24K
$219K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.18KNew |
$203K - $225K
|
5.18K
$216K
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.13K+ 14.99% |
$201K - $223K
|
39.4K
$1.64M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$198K - $219K
|
5.04K
$210K
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.02KNew |
$197K - $219K
|
5.02K
$210K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$188K - $208K
|
4.79K
$200K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 67500.0% |
$185K - $206K
|
4.73K
$197K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.72K+ 277.81% |
$185K - $205K
|
6.42K
$268K
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
4.7K+ 11.25% |
$184K - $205K
|
46.5K
$1.94M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.52K+ 6.76% |
$177K - $197K
|
71.4K
$2.98M
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.51K+ 10.05% |
$177K - $196K
|
49.4K
$2.06M
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
4.44KNew |
$174K - $193K
|
4.44K
$185K
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.35K+ 4.99% |
$171K - $189K
|
91.5K
$3.82M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.22KNew |
$165K - $184K
|
4.22K
$176K
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.22K+ 6.24% |
$165K - $184K
|
71.8K
$3M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.18K+ 13.99% |
$164K - $182K
|
34.1K
$1.42M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.83K+ 1.76% |
$150K - $167K
|
222K
$9.26M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.79K+ 32.7% |
$148K - $165K
|
15.4K
$641K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.78K+ 282.85% |
$148K - $164K
|
5.11K
$213K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.75K+ 9.69% |
$147K - $163K
|
42.5K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.72K+ 68.04% |
$146K - $162K
|
9.2K
$384K
|