Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-374- 3.23% |
$15K - $16.9K
|
11.2K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-387- 6.09% |
$15.5K - $17.5K
|
5.97K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-391- 4.0% |
$15.7K - $17.7K
|
9.37K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-428- 0.94% |
$17.1K - $19.3K
|
44.9K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-430- 1.42% |
$17.2K - $19.4K
|
29.9K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-445- 5.54% |
$17.8K - $20.1K
|
7.58K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-450- 46.15% |
$18K - $20.3K
|
525
$22.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-465- 3.94% |
$18.6K - $21K
|
11.3K
$482K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-468- 0.39% |
$18.7K - $21.2K
|
119K
$5.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-476- 0.75% |
$19.1K - $21.5K
|
63.1K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-507- 5.24% |
$20.3K - $22.9K
|
9.17K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-571- 5.34% |
$22.9K - $25.8K
|
10.1K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-580- 0.59% |
$23.2K - $26.2K
|
98.4K
$4.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-630- 2.48% |
$25.2K - $28.5K
|
24.8K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-656- 0.67% |
$26.3K - $29.7K
|
96.6K
$4.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-675- 1.64% |
$27K - $30.5K
|
40.5K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-676- 3.69% |
$27.1K - $30.6K
|
17.6K
$751K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-687- 5.69% |
$27.5K - $31.1K
|
11.4K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-694- 10.58% |
$27.8K - $31.4K
|
5.87K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-715- 9.74% |
$28.6K - $32.3K
|
6.63K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-833- 4.46% |
$33.4K - $37.7K
|
17.8K
$759K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-865- 3.12% |
$34.7K - $39.1K
|
26.9K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-917- 4.71% |
$36.7K - $41.5K
|
18.5K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-921- 13.37% |
$36.9K - $41.6K
|
5.97K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-986- 0.94% |
$39.5K - $44.6K
|
104K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-989Closed |
$39.6K - $44.7K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 76.92% |
$40.1K - $45.2K
|
300
$12.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.03K- 10.11% |
$41.4K - $46.7K
|
9.18K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.04K- 2.42% |
$41.5K - $46.8K
|
41.8K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.1K- 5.92% |
$43.9K - $49.6K
|
17.4K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.15K- 17.82% |
$46.2K - $52.1K
|
5.32K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.26K- 0.59% |
$50.3K - $56.8K
|
213K
$9.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.26K- 2.2% |
$50.5K - $57K
|
55.9K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.27K- 8.56% |
$50.7K - $57.2K
|
13.5K
$575K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.28K- 7.35% |
$51.2K - $57.7K
|
16.1K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.33K- 10.33% |
$53.2K - $60K
|
11.5K
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.38K- 4.22% |
$55.2K - $62.3K
|
31.3K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.4K- 16.88% |
$56.2K - $63.4K
|
6.91K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.65K- 10.4% |
$66K - $74.5K
|
14.2K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.66K- 0.58% |
$66.6K - $75.2K
|
285K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 5.04% |
$67.9K - $76.6K
|
31.9K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.81K- 1.62% |
$72.4K - $81.7K
|
110K
$4.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.83K- 5.02% |
$73.3K - $82.7K
|
34.6K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.94K- 9.82% |
$77.7K - $87.7K
|
17.8K
$759K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.95K- 4.64% |
$78.1K - $88.2K
|
40.1K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.02K- 6.82% |
$81K - $91.4K
|
27.6K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.08K- 33.92% |
$83.5K - $94.2K
|
4.06K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-2.2K- 25.92% |
$88K - $99.3K
|
6.28K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.22K- 4.26% |
$88.8K - $100K
|
49.8K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.39K- 52.28% |
$95.7K - $108K
|
2.18K
$92.9K
|