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 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24- 1.49% |
$961 - $1.09K
|
1.59K
$67.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-26- 5.37% |
$1.04K - $1.18K
|
458
$19.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-28- 20.29% |
$1.12K - $1.27K
|
110
$4.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-31- 0.39% |
$1.24K - $1.4K
|
7.87K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-33- 0.26% |
$1.32K - $1.49K
|
12.8K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 2.69% |
$1.4K - $1.58K
|
1.27K
$53.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-43- 31.85% |
$1.72K - $1.94K
|
92
$3.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 9.9% |
$2K - $2.26K
|
455
$19.4K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-55- 83.33% |
$2.2K - $2.49K
|
11
$468
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-55- 0.57% |
$2.2K - $2.49K
|
9.51K
$405K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-56- 1.01% |
$2.24K - $2.53K
|
5.5K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-61- 7.83% |
$2.44K - $2.76K
|
718
$30.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-68- 0.03% |
$2.72K - $3.07K
|
206K
$8.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 0.43% |
$3.04K - $3.44K
|
17.7K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-80- 58.82% |
$3.2K - $3.62K
|
56
$2.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-83- 70.94% |
$3.32K - $3.75K
|
34
$1.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-83- 70.94% |
$3.32K - $3.75K
|
34
$1.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-84- 0.62% |
$3.37K - $3.8K
|
13.5K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-93- 32.07% |
$3.73K - $4.2K
|
197
$8.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-99- 0.9% |
$3.97K - $4.48K
|
10.9K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-100- 0.11% |
$4.01K - $4.52K
|
90.1K
$3.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-110- 44.0% |
$4.41K - $4.97K
|
140
$5.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-111- 0.05% |
$4.45K - $5.02K
|
219K
$9.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-115- 0.6% |
$4.61K - $5.2K
|
19.1K
$812K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-119- 0.55% |
$4.77K - $5.38K
|
21.6K
$920K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 0.3% |
$4.85K - $5.47K
|
40.3K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-124- 0.67% |
$4.97K - $5.61K
|
18.3K
$779K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-126- 0.35% |
$5.05K - $5.7K
|
36.4K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-130- 0.83% |
$5.21K - $5.88K
|
15.5K
$659K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-134- 0.5% |
$5.37K - $6.06K
|
26.6K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-138- 2.62% |
$5.53K - $6.24K
|
5.13K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-171- 2.97% |
$6.85K - $7.73K
|
5.59K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-211- 1.06% |
$8.45K - $9.54K
|
19.7K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-216- 0.37% |
$8.65K - $9.77K
|
58.6K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-220- 2.41% |
$8.81K - $9.95K
|
8.91K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-222- 86.72% |
$8.89K - $10K
|
34
$1.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-227- 0.95% |
$9.09K - $10.3K
|
23.7K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-245- 61.25% |
$9.81K - $11.1K
|
155
$6.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-260- 0.41% |
$10.4K - $11.8K
|
62.9K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-287- 0.29% |
$11.5K - $13K
|
98.7K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-290- 90.63% |
$11.6K - $13.1K
|
30
$1.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-300- 5.45% |
$12K - $13.6K
|
5.21K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-320- 4.38% |
$12.8K - $14.5K
|
6.99K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-322- 1.54% |
$12.9K - $14.6K
|
20.5K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-337- 25.55% |
$13.5K - $15.2K
|
982
$41.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-343- 6.47% |
$13.7K - $15.5K
|
4.96K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-347- 0.8% |
$13.9K - $15.7K
|
42.8K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-356- 1.66% |
$14.3K - $16.1K
|
21.1K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-360- 8.32% |
$14.4K - $16.3K
|
3.97K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-365- 5.83% |
$14.6K - $16.5K
|
5.9K
$251K
|