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
|
Means Investment Co., Inc.
|
BUY
|
- |
448KNew |
$17.9M - $20.2M
|
448K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
154K+ 412.67% |
$6.16M - $6.95M
|
191K
$7.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
133K+ 553.41% |
$5.34M - $6.03M
|
157K
$6.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
122KNew |
$4.88M - $5.51M
|
122K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
61.8KNew |
$2.48M - $2.8M
|
61.8K
$2.57M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
56.7KNew |
$2.27M - $2.56M
|
56.7K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
46.3KNew |
$1.86M - $2.09M
|
46.3K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
32.8K+ 119.77% |
$1.31M - $1.48M
|
60.2K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
28.9K+ 6.78% |
$1.16M - $1.31M
|
455K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
26.4KNew |
$1.06M - $1.2M
|
26.4K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25.3K+ 30.62% |
$1.01M - $1.14M
|
108K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
22.8K+ 52.85% |
$912K - $1.03M
|
65.9K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21.9K+ 7.92% |
$877K - $990K
|
298K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.5K+ 89.39% |
$861K - $971K
|
45.5K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.6K+ 72.4% |
$824K - $930K
|
49K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
17.5K+ 3.51% |
$701K - $791K
|
516K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8K+ 146.34% |
$554K - $625K
|
23.3K
$967K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3K+ 35.55% |
$534K - $603K
|
50.9K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.3KNew |
$455K - $513K
|
11.3K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 69.4% |
$428K - $483K
|
26.1K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.6K+ 5.65% |
$425K - $479K
|
198K
$8.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.48KNew |
$380K - $429K
|
9.48K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.53K+ 10.84% |
$342K - $386K
|
87.2K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.46K+ 7.46% |
$339K - $383K
|
122K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
8.04KNew |
$322K - $364K
|
8.04K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.97K+ 5.58% |
$319K - $360K
|
151K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
7.91K+ 13.62% |
$317K - $358K
|
66K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.76K+ 19.8% |
$311K - $351K
|
47K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
7.44K+ 77.99% |
$298K - $336K
|
17K
$706K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
6.98KNew |
$280K - $316K
|
6.98K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.93KNew |
$278K - $313K
|
6.93K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.86KNew |
$275K - $310K
|
6.86K
$285K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.62K+ 1.38% |
$265K - $299K
|
485K
$20.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.16K+ 110.08% |
$247K - $278K
|
11.8K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.13K+ 69.23% |
$246K - $277K
|
15K
$623K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.13KNew |
$246K - $277K
|
6.13K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.06K+ 3.1% |
$243K - $274K
|
202K
$8.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.79K+ 115.13% |
$232K - $262K
|
10.8K
$450K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.75KNew |
$230K - $260K
|
5.75K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.68KNew |
$227K - $257K
|
5.68K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.66KNew |
$227K - $256K
|
5.66K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.4K+ 44.86% |
$216K - $244K
|
17.4K
$724K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.24K+ 1.12% |
$210K - $237K
|
471K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.21KNew |
$209K - $235K
|
5.21K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
5.2KNew |
$208K - $235K
|
5.2K
$216K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.23K+ 3.65% |
$169K - $191K
|
120K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.02K+ 7183.93% |
$161K - $182K
|
4.08K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.98K+ 2.7% |
$160K - $180K
|
152K
$6.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.66K+ 53.08% |
$146K - $165K
|
10.5K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.52K+ 26.87% |
$141K - $159K
|
16.6K
$690K
|