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
|
Sym Financial Corp
|
BUY
|
- |
86New |
$3.45K - $3.89K
|
86
$3.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
78+ 0.83% |
$3.12K - $3.53K
|
9.47K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
76+ 0.07% |
$3.04K - $3.44K
|
102K
$4.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
72+ 1.24% |
$2.88K - $3.26K
|
5.9K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
68+ 0.19% |
$2.72K - $3.07K
|
35.1K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
61+ 1.07% |
$2.44K - $2.76K
|
5.78K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
58New |
$2.32K - $2.62K
|
58
$2.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
56+ 1.07% |
$2.24K - $2.53K
|
5.27K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
52+ 0.87% |
$2.08K - $2.35K
|
6.01K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
52+ 0.51% |
$2.08K - $2.35K
|
10.3K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 1.45% |
$1.92K - $2.17K
|
3.35K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
43+ 0.49% |
$1.72K - $1.94K
|
8.76K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
41New |
$1.64K - $1.85K
|
41
$1.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 45.45% |
$1.4K - $1.58K
|
112
$4.77K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
30+ 0.36% |
$1.2K - $1.36K
|
8.46K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 0.17% |
$1.12K - $1.27K
|
16.2K
$689K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
27+ 0.31% |
$1.08K - $1.22K
|
8.65K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
27+ 0.09% |
$1.08K - $1.22K
|
29.3K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23+ 0.05% |
$921 - $1.04K
|
46.5K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 0.07% |
$841 - $949
|
29.7K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18New |
$721 - $814
|
18
$766
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17New |
$681 - $769
|
17
$724
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 20.0% |
$641 - $723
|
96
$4.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
14New |
$561 - $633
|
14
$596
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13New |
$521 - $588
|
13
$554
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12+ 0.55% |
$481 - $543
|
2.2K
$93.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
11+ 0.19% |
$441 - $497
|
5.77K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10+ 0.16% |
$401 - $452
|
6.24K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$401 - $452
|
7.74K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
8New |
$320 - $362
|
8
$341
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.75% |
$240 - $271
|
805
$34.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.99% |
$240 - $271
|
610
$26K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.99% |
$240 - $271
|
610
$26K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.72% |
$200 - $226
|
701
$29.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.03% |
$160 - $181
|
391
$16.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$160 - $181
|
7.03K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3+ 0.01% |
$120 - $136
|
22.6K
$964K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 1.5% |
$120 - $136
|
203
$8.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 4.23% |
$120 - $136
|
74
$3.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.86% |
$120 - $136
|
352
$15K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2New |
$80.1 - $90.4
|
2
$85.2
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.42% |
$40.1 - $45.2
|
237
$10.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$40.1 - $45.2
|
1
$42.6
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 1.19% |
$40.1 - $45.2
|
85
$3.62K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3- 0.12% |
$120 - $136
|
2.51K
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 0.46% |
$401 - $452
|
2.15K
$91.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 1.9% |
$441 - $497
|
567
$24.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-14- 0.27% |
$561 - $633
|
5.14K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 1.06% |
$801 - $904
|
1.86K
$79.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-21- 3.39% |
$841 - $949
|
598
$25.5K
|