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 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-371- 9.35% |
$14.5K - $16.1K
|
3.6K
$145K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-373- 3.69% |
$14.6K - $16.2K
|
9.75K
$394K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-445- 2.63% |
$17.4K - $19.4K
|
16.5K
$665K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-481- 0.77% |
$18.8K - $20.9K
|
62.4K
$2.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-506- 7.25% |
$19.8K - $22K
|
6.48K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-514- 1.41% |
$20.1K - $22.4K
|
35.9K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-577- 0.53% |
$22.6K - $25.1K
|
109K
$4.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-730- 7.02% |
$28.6K - $31.8K
|
9.67K
$391K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-793- 6.93% |
$31.1K - $34.5K
|
10.7K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-805- 10.62% |
$31.5K - $35K
|
6.78K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-850- 4.46% |
$33.3K - $37K
|
18.2K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-967- 5.2% |
$37.9K - $42.1K
|
17.6K
$712K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.02K- 8.65% |
$39.9K - $44.3K
|
10.8K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 18.26% |
$41.8K - $46.5K
|
4.78K
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.19K- 2.55% |
$46.4K - $51.6K
|
45.2K
$1.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.28K- 5.29% |
$50.3K - $55.9K
|
23K
$930K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.34K- 3.12% |
$52.3K - $58.1K
|
41.5K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.47K- 58.56% |
$57.5K - $63.9K
|
1.04K
$42K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.88K- 27.23% |
$73.7K - $81.8K
|
5.03K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.41K- 25.37% |
$94.5K - $105K
|
7.1K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.56K- 87.68% |
$139K - $155K
|
500
$20.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.77K- 8.09% |
$148K - $164K
|
42.8K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.98K- 22.83% |
$156K - $173K
|
13.4K
$543K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.66K- 13.07% |
$183K - $203K
|
31K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-5.75K- 10.58% |
$225K - $250K
|
48.5K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-5.75K- 16.99% |
$225K - $250K
|
28.1K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.66K- 63.16% |
$339K - $377K
|
5.05K
$204K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.1K- 44.43% |
$435K - $483K
|
13.9K
$561K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2K- 2.59% |
$438K - $487K
|
420K
$17M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.6K- 9.69% |
$455K - $506K
|
108K
$4.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.6K- 8.25% |
$495K - $550K
|
140K
$5.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-13.2K- 41.51% |
$518K - $575K
|
18.6K
$753K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-15.9K- 97.61% |
$621K - $690K
|
388
$15.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-16.3K- 61.77% |
$637K - $708K
|
10.1K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16.8K- 52.59% |
$658K - $731K
|
15.1K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.2K- 40.37% |
$675K - $750K
|
25.5K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-31.7K- 52.73% |
$1.24M - $1.38M
|
28.5K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-34.3K- 25.26% |
$1.34M - $1.49M
|
101K
$4.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-48.9K- 74.26% |
$1.92M - $2.13M
|
17K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.6K- 18.92% |
$1.94M - $2.16M
|
213K
$8.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-59.4K- 62.26% |
$2.33M - $2.58M
|
36K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-92.9K- 84.91% |
$3.64M - $4.04M
|
16.5K
$668K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-122K- 82.38% |
$4.78M - $5.31M
|
26.1K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-126K- 93.25% |
$4.92M - $5.47M
|
9.1K
$368K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-292K- 37.0% |
$11.4M - $12.7M
|
497K
$20.1M
|