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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.74K- 50.18% |
$350K - $395K
|
8.68K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.75K- 8.06% |
$350K - $395K
|
99.8K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 81.59% |
$370K - $418K
|
2.09K
$88.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.45K- 46.59% |
$378K - $427K
|
10.8K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.61K- 31.67% |
$385K - $434K
|
20.7K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-9.63K- 43.06% |
$386K - $435K
|
12.7K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 99.93% |
$408K - $461K
|
7
$298
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 3.96% |
$410K - $463K
|
248K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-10.6K- 31.72% |
$425K - $479K
|
22.8K
$972K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 15.24% |
$443K - $500K
|
61.5K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.1K- 19.31% |
$443K - $500K
|
46.3K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 7.3% |
$455K - $514K
|
144K
$6.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.6K- 97.28% |
$467K - $527K
|
326
$13.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-11.9K- 24.96% |
$475K - $537K
|
35.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.5K- 71.08% |
$539K - $608K
|
5.47K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-13.9K- 11.86% |
$556K - $627K
|
103K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14.2K- 22.59% |
$567K - $640K
|
48.5K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-14.3K- 48.27% |
$573K - $647K
|
15.3K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.5K- 35.56% |
$622K - $702K
|
28.1K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 53.26% |
$627K - $708K
|
13.7K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16K- 67.21% |
$640K - $723K
|
7.8K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-16K- 3.91% |
$641K - $723K
|
393K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-16.6K- 32.14% |
$665K - $751K
|
35.1K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17K- 1.81% |
$682K - $770K
|
923K
$39.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.5K- 23.51% |
$702K - $792K
|
57K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.9K- 39.04% |
$717K - $809K
|
28K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18.4K- 2.28% |
$737K - $832K
|
788K
$33.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-18.5K- 4.12% |
$742K - $837K
|
431K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19K- 3.05% |
$760K - $858K
|
603K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19K- 71.76% |
$760K - $858K
|
7.47K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-19.5K- 55.48% |
$781K - $881K
|
15.6K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.5K- 16.6% |
$783K - $883K
|
98.2K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-19.6K- 36.42% |
$786K - $887K
|
34.2K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20.6K- 64.25% |
$824K - $930K
|
11.5K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 17.96% |
$894K - $1.01M
|
102K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.7K- 43.62% |
$910K - $1.03M
|
29.4K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.5K- 6.81% |
$981K - $1.11M
|
335K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.8K- 81.07% |
$993K - $1.12M
|
5.79K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.2K- 17.2% |
$1.09M - $1.23M
|
131K
$5.57M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-29.3K- 62.44% |
$1.17M - $1.33M
|
17.6K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-32.2K- 85.09% |
$1.29M - $1.46M
|
5.65K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.3K- 4.62% |
$1.37M - $1.55M
|
709K
$30.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-34.7K- 12.92% |
$1.39M - $1.57M
|
234K
$9.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-36.7K- 84.41% |
$1.47M - $1.66M
|
6.78K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-39.4K- 78.42% |
$1.58M - $1.78M
|
10.9K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-43.3K- 50.9% |
$1.73M - $1.96M
|
41.7K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-43.6K- 43.59% |
$1.75M - $1.97M
|
56.4K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.8K- 6.82% |
$2M - $2.25M
|
681K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-59.3K- 18.45% |
$2.38M - $2.68M
|
262K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-61.5K- 58.56% |
$2.46M - $2.78M
|
43.5K
$1.85M
|