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 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.88K- 45.02% |
$196K - $221K
|
5.96K
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.97K- 25.04% |
$199K - $225K
|
14.9K
$621K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.98K- 28.8% |
$199K - $225K
|
12.3K
$513K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.09K- 1.31% |
$204K - $230K
|
385K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.09K- 2.68% |
$204K - $230K
|
185K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.1K- 45.53% |
$204K - $230K
|
6.1K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.13K- 4.84% |
$205K - $232K
|
101K
$4.2M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.13K- 13.03% |
$205K - $232K
|
34.2K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5.19K- 8.53% |
$208K - $235K
|
55.6K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.27K- 1.76% |
$211K - $238K
|
294K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.44K- 6.61% |
$218K - $246K
|
76.8K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.52K- 41.29% |
$221K - $249K
|
7.85K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.61K- 48.94% |
$225K - $253K
|
5.85K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-5.63K- 1.81% |
$226K - $255K
|
306K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.05K- 6.05% |
$242K - $273K
|
94K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.16K- 45.81% |
$247K - $278K
|
7.29K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.36K- 28.63% |
$255K - $287K
|
15.8K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-7.12K- 3.7% |
$285K - $322K
|
185K
$7.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-7.12K- 4.19% |
$285K - $322K
|
163K
$6.79M
|
|
|
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
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.96K- 27.62% |
$319K - $360K
|
20.8K
$870K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-8.25K- 2.36% |
$331K - $373K
|
342K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-8.28K- 1.34% |
$332K - $374K
|
608K
$25.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.67K- 12.7% |
$347K - $392K
|
59.6K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.74K- 50.18% |
$350K - $395K
|
8.68K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.75K- 8.06% |
$350K - $395K
|
99.8K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 81.59% |
$370K - $418K
|
2.09K
$87K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.45K- 46.59% |
$378K - $427K
|
10.8K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.61K- 31.67% |
$385K - $434K
|
20.7K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-9.63K- 43.06% |
$386K - $435K
|
12.7K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 99.93% |
$408K - $461K
|
7
$292
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 3.96% |
$410K - $463K
|
248K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-10.6K- 31.72% |
$425K - $479K
|
22.8K
$952K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 15.24% |
$443K - $500K
|
61.5K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.1K- 19.31% |
$443K - $500K
|
46.3K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 7.3% |
$455K - $514K
|
144K
$6.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.6K- 97.28% |
$467K - $527K
|
326
$13.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-11.9K- 24.96% |
$475K - $537K
|
35.7K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.5K- 71.08% |
$539K - $608K
|
5.47K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-13.9K- 11.86% |
$556K - $627K
|
103K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14.2K- 22.59% |
$567K - $640K
|
48.5K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-14.3K- 48.27% |
$573K - $647K
|
15.3K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.5K- 35.56% |
$622K - $702K
|
28.1K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 53.26% |
$627K - $708K
|
13.7K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16K- 67.21% |
$640K - $723K
|
7.8K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-16K- 3.91% |
$641K - $723K
|
393K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-16.6K- 32.14% |
$665K - $751K
|
35.1K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17K- 1.81% |
$682K - $770K
|
923K
$38.5M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-17.3K- 26.78% |
$692K - $781K
|
47.3K
$1.97M
|