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 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
36.3K+ 35.43% |
$1.46M - $1.64M
|
139K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$1.33M - $1.5M
|
33.1K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
32.8K+ 119.77% |
$1.31M - $1.48M
|
60.2K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.3M - $1.47M
|
32.5K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
29.7KNew |
$1.19M - $1.34M
|
29.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
29.1K+ 70992.68% |
$1.17M - $1.32M
|
29.1K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29K+ 14.62% |
$1.16M - $1.31M
|
228K
$9.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
28.9K+ 6.29% |
$1.16M - $1.31M
|
489K
$20.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
28.9K+ 6.78% |
$1.16M - $1.31M
|
455K
$19.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.5K+ 299.63% |
$1.14M - $1.29M
|
38.1K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
27.5K+ 25.82% |
$1.1M - $1.24M
|
134K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
27.5K+ 25.82% |
$1.1M - $1.24M
|
134K
$5.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
27.5KNew |
$1.1M - $1.24M
|
27.5K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27.4K+ 148.67% |
$1.1M - $1.24M
|
45.8K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
26.4KNew |
$1.06M - $1.2M
|
26.4K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
26.3KNew |
$1.05M - $1.19M
|
26.3K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.8K+ 41.04% |
$1.03M - $1.17M
|
88.8K
$3.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25.3K+ 30.62% |
$1.01M - $1.14M
|
108K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.7K+ 47.69% |
$990K - $1.12M
|
76.5K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.5K+ 291.62% |
$982K - $1.11M
|
32.9K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 8.41% |
$936K - $1.06M
|
301K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
23.2KNew |
$931K - $1.05M
|
23.2K
$989K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.2K+ 18.19% |
$928K - $1.05M
|
151K
$6.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
22.8K+ 52.85% |
$912K - $1.03M
|
65.9K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.5K+ 26.39% |
$900K - $1.02M
|
108K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21.9K+ 7.92% |
$877K - $990K
|
298K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.5K+ 89.39% |
$861K - $971K
|
45.5K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.2K+ 7.3% |
$848K - $957K
|
311K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.6K+ 72.4% |
$824K - $930K
|
49K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.3K+ 5.51% |
$811K - $916K
|
388K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19.9KNew |
$799K - $902K
|
19.9K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.9KNew |
$799K - $901K
|
19.9K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
18.7KNew |
$751K - $847K
|
18.7K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
18.7K+ 1.63% |
$750K - $846K
|
1.17M
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.4KNew |
$736K - $831K
|
18.4K
$782K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 20.12% |
$709K - $800K
|
106K
$4.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
17.5K+ 3.51% |
$701K - $791K
|
516K
$22M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
17.1K+ 69.5% |
$686K - $774K
|
41.8K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
16.8K+ 71.02% |
$671K - $757K
|
40.3K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.9K+ 7.77% |
$638K - $720K
|
221K
$9.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.7KNew |
$630K - $711K
|
15.7K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$619K - $699K
|
15.5K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.4K+ 15.55% |
$617K - $697K
|
114K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
15.2K+ 14.87% |
$608K - $686K
|
117K
$4.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
14.8K+ 143.49% |
$594K - $670K
|
25.2K
$1.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
14.2KNew |
$570K - $643K
|
14.2K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
14.2KNew |
$567K - $640K
|
14.2K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 9.78% |
$563K - $636K
|
158K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14KNew |
$562K - $634K
|
14K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9K+ 7.06% |
$557K - $629K
|
211K
$8.98M
|