Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.75K+ 0.83% |
$68.4K - $75.9K
|
213K
$8.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.72K+ 12.7% |
$67.3K - $74.7K
|
15.2K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.7K+ 2.79% |
$66.7K - $74.1K
|
62.7K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.68K+ 1.32% |
$65.8K - $73.1K
|
129K
$5.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.65K+ 11.63% |
$64.8K - $72K
|
15.9K
$664K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.62K+ 24.08% |
$63.4K - $70.4K
|
8.33K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.62K+ 51.61% |
$63.4K - $70.4K
|
4.75K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.45K+ 7.53% |
$56.6K - $62.9K
|
20.6K
$863K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.44K+ 14.2% |
$56.3K - $62.6K
|
11.6K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.39K+ 8.36% |
$54.3K - $60.4K
|
18K
$752K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.35K+ 3.63% |
$53K - $58.9K
|
38.7K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.34K+ 18.67% |
$52.4K - $58.2K
|
8.5K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.34K+ 0.29% |
$52.4K - $58.2K
|
470K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.34K+ 3.81% |
$52.3K - $58.1K
|
36.4K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.3K+ 1.65% |
$51.1K - $56.7K
|
80.3K
$3.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.29K+ 26.01% |
$50.5K - $56.1K
|
6.25K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.28K+ 0.43% |
$50.1K - $55.7K
|
295K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.22K+ 6.68% |
$47.9K - $53.2K
|
19.5K
$816K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.2K+ 1.9% |
$47.1K - $52.3K
|
64.3K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 20.29% |
$47K - $52.2K
|
7.12K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.2K+ 8.22% |
$46.8K - $52K
|
15.7K
$658K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.18K+ 2.1% |
$46.3K - $51.4K
|
57.6K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.18KNew |
$46.3K - $51.4K
|
1.18K
$49.4K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.16K+ 3741.94% |
$45.4K - $50.5K
|
1.19K
$49.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 9.88% |
$44.3K - $49.2K
|
12.6K
$526K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$43.6K - $48.4K
|
1.11K
$46.6K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.09K+ 7.77% |
$42.7K - $47.4K
|
15.1K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.03K+ 585.23% |
$40.4K - $44.8K
|
1.21K
$50.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
996+ 14.51% |
$39K - $43.3K
|
7.86K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
994+ 16.22% |
$38.9K - $43.3K
|
7.12K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
985+ 0.65% |
$38.6K - $42.9K
|
152K
$6.35M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
938+ 35.83% |
$36.8K - $40.8K
|
3.56K
$149K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
927+ 307.97% |
$36.3K - $40.3K
|
1.23K
$51.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
918+ 5.67% |
$36K - $40K
|
17.1K
$716K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
916+ 1.07% |
$35.9K - $39.9K
|
86.6K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
902+ 3.07% |
$35.3K - $39.3K
|
30.3K
$1.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
900+ 19.72% |
$35.3K - $39.2K
|
5.46K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
900New |
$35.3K - $39.2K
|
900
$37.6K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
844+ 2.89% |
$33.1K - $36.7K
|
30.1K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
820New |
$32.1K - $35.7K
|
820
$34.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
739+ 3.42% |
$29K - $32.2K
|
22.3K
$935K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
735+ 2.51% |
$28.8K - $32K
|
30K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
703+ 0.15% |
$27.5K - $30.6K
|
464K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
700+ 1.19% |
$27.4K - $30.5K
|
59.3K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
672+ 76.45% |
$26.3K - $29.2K
|
1.55K
$64.9K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
670New |
$26.3K - $29.2K
|
670
$28K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
647+ 0.66% |
$25.3K - $28.2K
|
99.4K
$4.16M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
636+ 3.57% |
$24.9K - $27.7K
|
18.4K
$771K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
613+ 11.65% |
$24K - $26.7K
|
5.88K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
599+ 39.75% |
$23.5K - $26.1K
|
2.11K
$88.1K
|