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 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.71K+ 189.28% |
$68.6K - $77.4K
|
2.62K
$111K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.6KNew |
$64.3K - $72.5K
|
1.6K
$68.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.58K+ 0.63% |
$63.1K - $71.3K
|
250K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.55K+ 24.94% |
$62.2K - $70.2K
|
7.77K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 14.94% |
$61.9K - $69.8K
|
11.9K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.54K+ 19.46% |
$61.5K - $69.4K
|
9.43K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.51K+ 4.58% |
$60.5K - $68.3K
|
34.5K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.49K+ 5.77% |
$59.5K - $67.1K
|
27.2K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.47K+ 1.9% |
$58.9K - $66.5K
|
79K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.47K+ 15.85% |
$58.9K - $66.5K
|
10.7K
$457K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.47K+ 4.09% |
$58.8K - $66.3K
|
37.3K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.43K+ 8.67% |
$57.3K - $64.7K
|
17.9K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.37K+ 8.61% |
$54.9K - $62K
|
17.3K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 7.62% |
$54.3K - $61.3K
|
19.2K
$815K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.34K+ 9.93% |
$53.7K - $60.6K
|
14.8K
$632K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.18K+ 1.96% |
$47.1K - $53.1K
|
61.1K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 19.63% |
$45.6K - $51.5K
|
6.94K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.1K+ 6.14% |
$44K - $49.7K
|
19K
$809K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.07K+ 1.86% |
$42.7K - $48.2K
|
58.3K
$2.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.06K+ 72.9% |
$42.3K - $47.8K
|
2.51K
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 3.4% |
$42K - $47.4K
|
31.9K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.03KNew |
$41.3K - $46.6K
|
1.03K
$43.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1K+ 16.04% |
$40.2K - $45.3K
|
7.26K
$309K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
979+ 10.67% |
$39.2K - $44.3K
|
10.2K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
966New |
$38.7K - $43.7K
|
966
$41.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
960New |
$38.5K - $43.4K
|
960
$40.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
888New |
$35.6K - $40.1K
|
888
$37.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
878+ 2.97% |
$35.2K - $39.7K
|
30.4K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
871+ 35.26% |
$34.9K - $39.4K
|
3.34K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
854+ 0.52% |
$34.2K - $38.6K
|
164K
$6.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
852+ 2.85% |
$34.1K - $38.5K
|
30.7K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
839+ 0.18% |
$33.6K - $37.9K
|
469K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
807New |
$32.3K - $36.5K
|
807
$34.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
800+ 43.72% |
$32K - $36.2K
|
2.63K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
768+ 0.9% |
$30.8K - $34.7K
|
85.6K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
762+ 6.86% |
$30.5K - $34.5K
|
11.9K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
745+ 5.4% |
$29.8K - $33.7K
|
14.5K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
725+ 1.31% |
$29K - $32.8K
|
56.3K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
658+ 1.44% |
$26.4K - $29.7K
|
46.2K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
654New |
$26.2K - $29.6K
|
654
$27.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
648New |
$26K - $29.3K
|
648
$27.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
647New |
$25.9K - $29.3K
|
647
$27.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
644+ 7.06% |
$25.8K - $29.1K
|
9.76K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
632New |
$25.3K - $28.6K
|
632
$26.9K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
628+ 88.83% |
$25.2K - $28.4K
|
1.34K
$56.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
561+ 0.73% |
$22.5K - $25.4K
|
77.4K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
554+ 8.8% |
$22.2K - $25K
|
6.85K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
550+ 4.52% |
$22K - $24.9K
|
12.7K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
550+ 2.99% |
$22K - $24.9K
|
18.9K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
549+ 10.05% |
$22K - $24.8K
|
6.01K
$256K
|