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 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
585+ 3.01% |
$22.9K - $25.5K
|
20K
$835K
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
554+ 0.83% |
$21.7K - $24.1K
|
67.6K
$2.82M
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
524New |
$20.5K - $22.8K
|
524
$21.9K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
522+ 8.9% |
$20.5K - $22.7K
|
6.39K
$267K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
507+ 298.24% |
$19.9K - $22.1K
|
677
$28.3K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
502+ 2.06% |
$19.7K - $21.8K
|
24.8K
$1.04M
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
491+ 0.5% |
$19.2K - $21.4K
|
98.9K
$4.13M
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
463+ 5.99% |
$18.1K - $20.1K
|
8.2K
$342K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
436+ 6.01% |
$17.1K - $19K
|
7.69K
$321K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
425+ 1.06% |
$16.7K - $18.5K
|
40.5K
$1.69M
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
425+ 0.92% |
$16.7K - $18.5K
|
46.7K
$1.95M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
400+ 23.12% |
$15.7K - $17.4K
|
2.13K
$88.9K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
388+ 1.31% |
$15.2K - $16.9K
|
30.1K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
368+ 3.32% |
$14.4K - $16K
|
11.4K
$478K
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
365+ 1.86% |
$14.3K - $15.9K
|
20K
$836K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
362+ 2.03% |
$14.2K - $15.8K
|
18.2K
$758K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
349+ 15.86% |
$13.7K - $15.2K
|
2.55K
$106K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
318+ 0.03% |
$12.5K - $13.8K
|
1.15M
$48M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
288+ 1.88% |
$11.3K - $12.5K
|
15.6K
$652K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
266New |
$10.4K - $11.6K
|
266
$11.1K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
265+ 7.93% |
$10.4K - $11.5K
|
3.61K
$150K
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
252+ 0.24% |
$9.87K - $11K
|
106K
$4.42M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
232New |
$9.09K - $10.1K
|
232
$9.68K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
222New |
$8.7K - $9.66K
|
222
$9.26K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
215+ 0.37% |
$8.42K - $9.36K
|
58.5K
$2.44M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
208+ 770.37% |
$8.15K - $9.05K
|
235
$9.81K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
208+ 2.64% |
$8.15K - $9.05K
|
8.08K
$337K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
207+ 52.94% |
$8.11K - $9.01K
|
598
$25K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
205+ 2.55% |
$8.03K - $8.92K
|
8.25K
$344K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
200+ 2.68% |
$7.84K - $8.7K
|
7.67K
$320K
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 1.59% |
$7.84K - $8.7K
|
12.8K
$533K
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$7.84K - $8.7K
|
200
$8.35K
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
200+ 7.98% |
$7.84K - $8.7K
|
2.71K
$113K
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
198+ 2.83% |
$7.76K - $8.62K
|
7.19K
$300K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
172New |
$6.74K - $7.49K
|
172
$7.18K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
171New |
$6.7K - $7.44K
|
171
$7.14K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
170+ 1.34% |
$6.66K - $7.4K
|
12.9K
$538K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
160+ 4.07% |
$6.27K - $6.96K
|
4.09K
$171K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
140New |
$5.49K - $6.09K
|
140
$5.84K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
138New |
$5.41K - $6.01K
|
138
$5.76K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
135+ 8.09% |
$5.29K - $5.88K
|
1.8K
$75.3K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
130New |
$5.09K - $5.66K
|
130
$5.42K
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
125+ 0.7% |
$4.9K - $5.44K
|
18K
$750K
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
111New |
$4.35K - $4.83K
|
111
$4.63K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
100+ 45.87% |
$3.92K - $4.35K
|
318
$13.3K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
98+ 32.78% |
$3.84K - $4.26K
|
397
$16.6K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
91New |
$3.57K - $3.96K
|
91
$3.8K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89+ 404.55% |
$3.49K - $3.87K
|
111
$4.63K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
88New |
$3.45K - $3.83K
|
88
$3.67K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
82New |
$3.21K - $3.57K
|
82
$3.42K
|