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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8K+ 146.34% |
$554K - $625K
|
23.3K
$991K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.7KNew |
$549K - $620K
|
13.7K
$584K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13.4KNew |
$535K - $604K
|
13.4K
$569K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3K+ 35.55% |
$534K - $603K
|
50.9K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 13.33% |
$530K - $599K
|
113K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
13KNew |
$521K - $588K
|
13K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
13KNew |
$521K - $588K
|
13K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13K+ 145.13% |
$520K - $587K
|
21.9K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.9KNew |
$516K - $583K
|
12.9K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
12.5KNew |
$501K - $565K
|
12.5K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 27.99% |
$492K - $555K
|
56.2K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
12.3K+ 183.8% |
$492K - $555K
|
19K
$807K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12KNew |
$481K - $543K
|
12K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
11.9KNew |
$477K - $539K
|
11.9K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8KNew |
$472K - $533K
|
11.8K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$469K - $529K
|
11.7K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
11.5KNew |
$461K - $521K
|
11.5K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.4K+ 126.9% |
$455K - $513K
|
20.3K
$865K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.3KNew |
$455K - $513K
|
11.3K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1K+ 17.29% |
$444K - $501K
|
75.1K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
11KNew |
$442K - $499K
|
11K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
10.8K+ 129.15% |
$433K - $489K
|
19.2K
$817K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 69.4% |
$428K - $483K
|
26.1K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.6K+ 5.65% |
$425K - $479K
|
198K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 20.74% |
$409K - $462K
|
59.5K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.1KNew |
$405K - $457K
|
10.1K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.95KNew |
$399K - $450K
|
9.95K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.48KNew |
$380K - $429K
|
9.48K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
9.27KNew |
$371K - $419K
|
9.27K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.24K+ 440.56% |
$370K - $418K
|
11.3K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.08KNew |
$364K - $411K
|
9.08K
$387K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.81K+ 22.93% |
$353K - $398K
|
47.2K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.76K+ 3.9% |
$351K - $396K
|
233K
$9.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.53K+ 10.84% |
$342K - $386K
|
87.2K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.46K+ 7.46% |
$339K - $383K
|
122K
$5.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.42K+ 49.2% |
$337K - $380K
|
25.5K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8.36KNew |
$335K - $378K
|
8.36K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
8.22K+ 1.88% |
$329K - $372K
|
445K
$18.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.14K+ 40.78% |
$326K - $368K
|
28.1K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
8.04KNew |
$322K - $364K
|
8.04K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.97K+ 5.58% |
$319K - $360K
|
151K
$6.42M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
7.91K+ 13.62% |
$317K - $358K
|
66K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
7.82KNew |
$313K - $354K
|
7.82K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.76K+ 19.8% |
$311K - $351K
|
47K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.72K+ 61.41% |
$309K - $349K
|
20.3K
$864K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.45K+ 19.68% |
$298K - $337K
|
45.3K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
7.44K+ 77.99% |
$298K - $336K
|
17K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.29K+ 35.4% |
$292K - $330K
|
27.9K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
7.17KNew |
$287K - $324K
|
7.17K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.14K+ 13.49% |
$286K - $323K
|
60.1K
$2.56M
|