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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.43K- 24.21% |
$97.3K - $110K
|
7.6K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.5K- 89.32% |
$100K - $113K
|
299
$12.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.51K- 3.37% |
$101K - $113K
|
71.9K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.64K- 2.15% |
$106K - $119K
|
120K
$5.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.65K- 12.48% |
$106K - $120K
|
18.6K
$791K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.79K- 12.32% |
$112K - $126K
|
19.9K
$846K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.8K- 2.52% |
$112K - $127K
|
109K
$4.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.96K- 12.81% |
$118K - $134K
|
20.1K
$857K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3K- 6.54% |
$120K - $136K
|
42.9K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.07K- 6.83% |
$123K - $139K
|
41.9K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.3K- 55.14% |
$132K - $149K
|
2.69K
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.37K- 2.48% |
$135K - $152K
|
132K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.37K- 93.56% |
$135K - $152K
|
232
$9.88K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.37K- 5.85% |
$135K - $152K
|
54.3K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.4K- 0.53% |
$136K - $154K
|
633K
$27M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.42K- 9.42% |
$137K - $155K
|
32.9K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.51K- 1.23% |
$141K - $159K
|
282K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.64K- 2.7% |
$146K - $164K
|
131K
$5.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4K- 11.61% |
$160K - $181K
|
30.4K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.01K- 96.48% |
$160K - $181K
|
146
$6.22K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 22.08% |
$163K - $184K
|
14.4K
$613K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.13K- 5.81% |
$165K - $187K
|
66.9K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.14K- 18.86% |
$166K - $187K
|
17.8K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.38K- 11.77% |
$175K - $198K
|
32.8K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4.5K- 28.9% |
$180K - $203K
|
11.1K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.77K- 13.5% |
$191K - $216K
|
30.6K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.88K- 45.02% |
$196K - $221K
|
5.96K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.97K- 25.04% |
$199K - $225K
|
14.9K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.98K- 28.8% |
$199K - $225K
|
12.3K
$524K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.09K- 1.31% |
$204K - $230K
|
385K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.09K- 2.68% |
$204K - $230K
|
185K
$7.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.1K- 45.53% |
$204K - $230K
|
6.1K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.13K- 4.84% |
$205K - $232K
|
101K
$4.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5.19K- 8.53% |
$208K - $235K
|
55.6K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.27K- 1.76% |
$211K - $238K
|
294K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.44K- 6.61% |
$218K - $246K
|
76.8K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.52K- 41.29% |
$221K - $249K
|
7.85K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.61K- 48.94% |
$225K - $253K
|
5.85K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-5.63K- 1.81% |
$226K - $255K
|
306K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.05K- 6.05% |
$242K - $273K
|
94K
$4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.16K- 45.81% |
$247K - $278K
|
7.29K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.36K- 28.63% |
$255K - $287K
|
15.8K
$675K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-7.12K- 3.7% |
$285K - $322K
|
185K
$7.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-7.12K- 4.19% |
$285K - $322K
|
163K
$6.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.4KClosed |
$296K - $334K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-7.79K- 15.56% |
$312K - $352K
|
42.3K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.96K- 27.62% |
$319K - $360K
|
20.8K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-8.25K- 2.36% |
$331K - $373K
|
342K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-8.28K- 1.34% |
$332K - $374K
|
608K
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.67K- 12.7% |
$347K - $392K
|
59.6K
$2.54M
|