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 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.26K- 2.2% |
$50.5K - $57K
|
55.9K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.27K- 8.56% |
$50.7K - $57.2K
|
13.5K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.28K- 7.35% |
$51.2K - $57.7K
|
16.1K
$650K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.33K- 10.33% |
$53.2K - $60K
|
11.5K
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.38K- 4.22% |
$55.2K - $62.3K
|
31.3K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.4K- 16.88% |
$56.2K - $63.4K
|
6.91K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.65K- 10.4% |
$66K - $74.5K
|
14.2K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.66K- 0.58% |
$66.6K - $75.2K
|
285K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 5.04% |
$67.9K - $76.6K
|
31.9K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.81K- 1.62% |
$72.4K - $81.7K
|
110K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.83K- 5.02% |
$73.3K - $82.7K
|
34.6K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.94K- 9.82% |
$77.7K - $87.7K
|
17.8K
$720K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.95K- 4.64% |
$78.1K - $88.2K
|
40.1K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.02K- 6.82% |
$81K - $91.4K
|
27.6K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.08K- 33.92% |
$83.5K - $94.2K
|
4.06K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-2.2K- 25.92% |
$88K - $99.3K
|
6.28K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.22K- 4.26% |
$88.8K - $100K
|
49.8K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.39K- 52.28% |
$95.7K - $108K
|
2.18K
$88.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.43K- 24.21% |
$97.3K - $110K
|
7.6K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.5K- 89.32% |
$100K - $113K
|
299
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.51K- 3.37% |
$101K - $113K
|
71.9K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.64K- 2.15% |
$106K - $119K
|
120K
$4.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.65K- 12.48% |
$106K - $120K
|
18.6K
$751K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.7K- 15.65% |
$108K - $122K
|
14.6K
$588K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.79K- 12.32% |
$112K - $126K
|
19.9K
$803K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.8K- 2.52% |
$112K - $127K
|
109K
$4.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.96K- 12.81% |
$118K - $134K
|
20.1K
$814K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3K- 6.54% |
$120K - $136K
|
42.9K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.07K- 6.83% |
$123K - $139K
|
41.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.3K- 55.14% |
$132K - $149K
|
2.69K
$109K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.37K- 2.48% |
$135K - $152K
|
132K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.37K- 93.56% |
$135K - $152K
|
232
$9.38K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.37K- 5.85% |
$135K - $152K
|
54.3K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.4K- 0.53% |
$136K - $154K
|
633K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.42K- 9.42% |
$137K - $155K
|
32.9K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.51K- 1.23% |
$141K - $159K
|
282K
$11.4M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.61K- 53.56% |
$145K - $163K
|
3.13K
$127K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.64K- 2.7% |
$146K - $164K
|
131K
$5.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4K- 11.61% |
$160K - $181K
|
30.4K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.01K- 96.48% |
$160K - $181K
|
146
$5.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 22.08% |
$163K - $184K
|
14.4K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.13K- 5.81% |
$165K - $187K
|
66.9K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.14K- 18.86% |
$166K - $187K
|
17.8K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.38K- 11.77% |
$175K - $198K
|
32.8K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4.5K- 28.9% |
$180K - $203K
|
11.1K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.77K- 13.5% |
$191K - $216K
|
30.6K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.88K- 45.02% |
$196K - $221K
|
5.96K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.97K- 25.04% |
$199K - $225K
|
14.9K
$601K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.98K- 28.8% |
$199K - $225K
|
12.3K
$497K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.09K- 1.31% |
$204K - $230K
|
385K
$15.6M
|