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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$11.8K - $13.1K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 2.24% |
$11.8K - $13.1K
|
13.1K
$547K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-308- 1.25% |
$12.1K - $13.4K
|
24.2K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-336- 12.84% |
$13.2K - $14.6K
|
2.28K
$95.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-352- 3.34% |
$13.8K - $15.3K
|
10.2K
$425K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-357- 3.46% |
$14K - $15.5K
|
9.96K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-363- 1.03% |
$14.2K - $15.8K
|
35K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-371- 9.35% |
$14.5K - $16.1K
|
3.6K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-372- 2.21% |
$14.6K - $16.2K
|
16.5K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-373- 3.69% |
$14.6K - $16.2K
|
9.75K
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-399- 35.03% |
$15.6K - $17.4K
|
740
$30.9K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-400- 1.51% |
$15.7K - $17.4K
|
26.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-435- 1.14% |
$17K - $18.9K
|
37.8K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-445- 2.63% |
$17.4K - $19.4K
|
16.5K
$687K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-481- 0.77% |
$18.8K - $20.9K
|
62.4K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-501- 2.2% |
$19.6K - $21.8K
|
22.3K
$931K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-505- 2.04% |
$19.8K - $22K
|
24.3K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-506- 7.25% |
$19.8K - $22K
|
6.48K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-514- 1.41% |
$20.1K - $22.4K
|
35.9K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-523- 2.36% |
$20.5K - $22.8K
|
21.6K
$901K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-534- 9.05% |
$20.9K - $23.2K
|
5.37K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-539- 2.01% |
$21.1K - $23.5K
|
26.3K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-540- 9.05% |
$21.2K - $23.5K
|
5.43K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-550- 56.94% |
$21.5K - $23.9K
|
416
$17.4K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-557- 4.84% |
$21.8K - $24.2K
|
10.9K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-563- 7.2% |
$22.1K - $24.5K
|
7.25K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-577- 0.53% |
$22.6K - $25.1K
|
109K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-602- 5.55% |
$23.6K - $26.2K
|
10.3K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-633- 1.48% |
$24.8K - $27.5K
|
42.1K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-727- 0.14% |
$28.5K - $31.6K
|
515K
$21.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-730- 7.02% |
$28.6K - $31.8K
|
9.67K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-788- 10.57% |
$30.9K - $34.3K
|
6.67K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-789- 5.56% |
$30.9K - $34.3K
|
13.4K
$559K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-793- 6.93% |
$31.1K - $34.5K
|
10.7K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-796- 11.09% |
$31.2K - $34.6K
|
6.38K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-805- 10.62% |
$31.5K - $35K
|
6.78K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-821- 0.7% |
$32.2K - $35.7K
|
116K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-828- 4.47% |
$32.4K - $36K
|
17.7K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-847- 12.05% |
$33.2K - $36.9K
|
6.18K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-850- 88.54% |
$33.3K - $37K
|
110
$4.59K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-850- 4.46% |
$33.3K - $37K
|
18.2K
$760K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-876- 15.15% |
$34.3K - $38.1K
|
4.91K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-910- 0.9% |
$35.7K - $39.6K
|
99.8K
$4.17M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-941- 7.9% |
$36.9K - $41K
|
11K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-967- 5.2% |
$37.9K - $42.1K
|
17.6K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.02K- 8.65% |
$39.9K - $44.3K
|
10.8K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 3.37% |
$40.1K - $44.6K
|
29.4K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 18.26% |
$41.8K - $46.5K
|
4.78K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.15K- 1.51% |
$44.9K - $49.9K
|
74.9K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.15K- 1.92% |
$44.9K - $49.9K
|
58.5K
$2.44M
|