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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.68K+ 15.51% |
$144K - $160K
|
27.4K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.65K+ 3.78% |
$143K - $159K
|
100K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.61K+ 161.45% |
$141K - $157K
|
5.85K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.6K+ 4.62% |
$141K - $157K
|
81.5K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.51K+ 344.26% |
$137K - $153K
|
4.53K
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.5K+ 7.4% |
$137K - $152K
|
50.7K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.45K+ 7.71% |
$135K - $150K
|
48.1K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.39KNew |
$133K - $148K
|
3.39K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.37K+ 44.08% |
$132K - $146K
|
11K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.32K+ 2143.87% |
$130K - $145K
|
3.48K
$145K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.26K+ 64.97% |
$128K - $142K
|
8.27K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.23K+ 37.23% |
$127K - $141K
|
11.9K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.15K+ 3.82% |
$123K - $137K
|
85.4K
$3.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.14K+ 6.68% |
$123K - $137K
|
50.1K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.11K+ 1.02% |
$122K - $135K
|
309K
$12.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.98K+ 12.34% |
$117K - $129K
|
27.1K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.93K+ 22.72% |
$115K - $127K
|
15.8K
$660K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.92K+ 0.62% |
$114K - $127K
|
474K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.91K+ 20.54% |
$114K - $127K
|
17.1K
$712K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.89K+ 12.42% |
$113K - $126K
|
26.1K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.72K+ 6.44% |
$107K - $118K
|
45K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.65K+ 10.02% |
$104K - $115K
|
29.1K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.52K+ 18.85% |
$98.6K - $110K
|
15.9K
$662K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.48K+ 12.46% |
$97.3K - $108K
|
22.4K
$936K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.48K+ 14.59% |
$97.1K - $108K
|
19.5K
$812K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.43K+ 19.74% |
$95.1K - $106K
|
14.7K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4K+ 735.89% |
$94K - $104K
|
2.73K
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.33K+ 8.29% |
$91.3K - $101K
|
30.4K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.33K+ 7.85% |
$91.1K - $101K
|
31.9K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.33K+ 5.18% |
$91.1K - $101K
|
47.2K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.31K+ 6.71% |
$90.6K - $101K
|
36.8K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.31K+ 3.21% |
$90.3K - $100K
|
74.2K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.22K+ 22.83% |
$87.1K - $96.8K
|
12K
$499K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
2.22K+ 19.3% |
$87.1K - $96.7K
|
13.7K
$573K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 10.92% |
$81.9K - $91K
|
21.2K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.06K+ 10.99% |
$80.7K - $89.7K
|
20.8K
$869K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.05K+ 15.08% |
$80.4K - $89.3K
|
15.7K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.02K+ 7.32% |
$79.1K - $87.9K
|
29.6K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 18.67% |
$78.6K - $87.3K
|
12.7K
$532K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2K+ 6.85% |
$78.2K - $86.9K
|
31.1K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.97K+ 10.42% |
$77.3K - $85.9K
|
20.9K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.93K+ 25.68% |
$75.5K - $83.8K
|
9.43K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.92K+ 24.57% |
$75.3K - $83.6K
|
9.74K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.91K+ 6.11% |
$74.9K - $83.2K
|
33.2K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.9K+ 5.89% |
$74.4K - $82.7K
|
34.1K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 10817.65% |
$72.1K - $80K
|
1.86K
$77.5K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.8K+ 25.35% |
$70.6K - $78.4K
|
8.91K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.79K+ 12.04% |
$70.2K - $77.9K
|
16.7K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.77K+ 7.62% |
$69.5K - $77.2K
|
25K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$68.6K - $76.2K
|
1.75K
$73K
|