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 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.14K+ 37.15% |
$286K - $323K
|
26.4K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
7.12KNew |
$285K - $322K
|
7.12K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
6.98KNew |
$280K - $316K
|
6.98K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.93KNew |
$278K - $313K
|
6.93K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.93K+ 35.56% |
$278K - $313K
|
26.4K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.86KNew |
$275K - $310K
|
6.86K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6.86KNew |
$275K - $310K
|
6.86K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.82K+ 143.61% |
$273K - $308K
|
11.6K
$493K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.81KNew |
$273K - $308K
|
6.81K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6.75K+ 391.47% |
$270K - $305K
|
8.47K
$361K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.62K+ 1.38% |
$265K - $299K
|
485K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
6.59K+ 28.93% |
$264K - $298K
|
29.4K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
6.38KNew |
$256K - $289K
|
6.38K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.37K+ 45.49% |
$255K - $288K
|
20.4K
$868K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.34K+ 923.14% |
$254K - $287K
|
7.03K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.22K+ 43.56% |
$249K - $281K
|
20.5K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
6.17KNew |
$247K - $279K
|
6.17K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.16K+ 110.08% |
$247K - $278K
|
11.8K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.13K+ 69.23% |
$246K - $277K
|
15K
$638K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.13KNew |
$246K - $277K
|
6.13K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
6.12KNew |
$245K - $277K
|
6.12K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.06K+ 3.1% |
$243K - $274K
|
202K
$8.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.79K+ 115.13% |
$232K - $262K
|
10.8K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.75KNew |
$230K - $260K
|
5.75K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.68KNew |
$227K - $257K
|
5.68K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.66KNew |
$227K - $256K
|
5.66K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.61KNew |
$225K - $253K
|
5.61K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.49KNew |
$220K - $248K
|
5.49K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.42K+ 31.33% |
$217K - $245K
|
22.7K
$967K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.4K+ 44.86% |
$216K - $244K
|
17.4K
$742K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.24K+ 1.12% |
$210K - $237K
|
471K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.23KNew |
$209K - $236K
|
5.23K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.21KNew |
$209K - $235K
|
5.21K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.21KNew |
$209K - $235K
|
5.21K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
5.2KNew |
$208K - $235K
|
5.2K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.16K+ 26.34% |
$207K - $233K
|
24.7K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
5.13KNew |
$206K - $232K
|
5.13K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
5.13KNew |
$206K - $232K
|
5.13K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.07KNew |
$203K - $229K
|
5.07K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.95KNew |
$198K - $224K
|
4.95K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
4.83KNew |
$193K - $218K
|
4.83K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.49K+ 33.74% |
$180K - $203K
|
17.8K
$758K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.49K+ 6.11% |
$180K - $203K
|
77.9K
$3.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.32K+ 7.63% |
$173K - $195K
|
60.9K
$2.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.23K+ 3.65% |
$169K - $191K
|
120K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.21K+ 1.34% |
$169K - $190K
|
319K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.19K+ 14.59% |
$168K - $189K
|
32.9K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.02K+ 7183.93% |
$161K - $182K
|
4.08K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.98K+ 2.7% |
$160K - $180K
|
152K
$6.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.72K+ 2.22% |
$149K - $168K
|
171K
$7.28M
|