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 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 0.03% |
$470 - $522
|
36.9K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-12- 66.67% |
$470 - $522
|
6
$250
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.27% |
$549 - $609
|
5.12K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 0.88% |
$549 - $609
|
1.58K
$65.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-16- 4.11% |
$627 - $696
|
373
$15.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-16- 16.67% |
$627 - $696
|
80
$3.34K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-19- 0.88% |
$744 - $827
|
2.13K
$88.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-24- 6.69% |
$940 - $1.04K
|
335
$14K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.12% |
$940 - $1.04K
|
19.8K
$825K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-39- 0.69% |
$1.53K - $1.7K
|
5.64K
$235K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 71.43% |
$1.57K - $1.74K
|
16
$668
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-42- 1.03% |
$1.65K - $1.83K
|
4.04K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-44- 51.76% |
$1.72K - $1.91K
|
41
$1.71K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-50- 0.59% |
$1.96K - $2.18K
|
8.4K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-50- 0.96% |
$1.96K - $2.18K
|
5.16K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-52- 0.55% |
$2.04K - $2.26K
|
9.42K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.66% |
$2.31K - $2.57K
|
8.85K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-65- 1.08% |
$2.55K - $2.83K
|
5.95K
$248K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-66- 11.64% |
$2.59K - $2.87K
|
501
$20.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-67- 0.09% |
$2.63K - $2.92K
|
74.3K
$3.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-68- 0.21% |
$2.66K - $2.96K
|
31.8K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-71- 0.45% |
$2.78K - $3.09K
|
15.6K
$650K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-80- 0.62% |
$3.13K - $3.48K
|
12.9K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-83- 0.32% |
$3.25K - $3.61K
|
25.7K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-89- 0.66% |
$3.49K - $3.87K
|
13.4K
$559K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-90- 1.14% |
$3.53K - $3.92K
|
7.83K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-91- 1.0% |
$3.57K - $3.96K
|
8.97K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-99- 4.54% |
$3.88K - $4.31K
|
2.08K
$86.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-112- 13.88% |
$4.39K - $4.87K
|
695
$29K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-115- 0.42% |
$4.51K - $5K
|
27.1K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-115- 1.02% |
$4.51K - $5K
|
11.2K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-125- 4.75% |
$4.9K - $5.44K
|
2.51K
$105K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-129- 1.95% |
$5.05K - $5.61K
|
6.5K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 10.35% |
$5.13K - $5.7K
|
1.14K
$47.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-135- 1.44% |
$5.29K - $5.88K
|
9.24K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-150- 4.74% |
$5.88K - $6.53K
|
3.01K
$126K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-154- 1.82% |
$6.03K - $6.7K
|
8.31K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160- 1.41% |
$6.27K - $6.96K
|
11.2K
$467K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-172- 0.43% |
$6.74K - $7.49K
|
40.2K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-177- 1.24% |
$6.93K - $7.7K
|
14.1K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-178- 3.18% |
$6.97K - $7.75K
|
5.42K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-192- 1.1% |
$7.52K - $8.36K
|
17.2K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-194- 62.18% |
$7.6K - $8.44K
|
118
$4.92K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-204- 0.62% |
$7.99K - $8.88K
|
32.6K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-206- 2.93% |
$8.07K - $8.97K
|
6.83K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-210- 3.52% |
$8.23K - $9.14K
|
5.76K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-241- 0.3% |
$9.44K - $10.5K
|
80.1K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-241- 1.72% |
$9.44K - $10.5K
|
13.8K
$575K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-249- 1.73% |
$9.76K - $10.8K
|
14.1K
$590K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-264- 2.88% |
$10.3K - $11.5K
|
8.91K
$372K
|