Purchases and Sales Made in Q4 2024 in Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

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
 -
448K
New
$17.9M - $20.2M
448K $18.3M
Jan 22, 2025 Q4 2024
Astor Investment Management LLC

BUY
 -
154K
+ 412.67%
$6.16M - $6.95M
191K $7.83M
Jan 14, 2025 Q4 2024
Capital Advisors Wealth Management, LLC

BUY
 -
133K
+ 553.41%
$5.34M - $6.03M
157K $6.45M
Jan 28, 2025 Q4 2024
Ferguson Wellman Capital Management, Inc

BUY
 -
125K
+ 1309.36%
$5.02M - $5.66M
135K $5.52M
Jan 17, 2025 Q4 2024
Lake Hills Wealth Management, LLC

BUY
 -
122K
New
$4.88M - $5.51M
122K $4.99M
Jan 16, 2025 Q4 2024
Alpha Cubed Investments, LLC

BUY
 -
61.8K
New
$2.48M - $2.8M
61.8K $2.53M
Jan 02, 2025 Q4 2024
Impac Tfolio, LLC

BUY
 -
56.7K
New
$2.27M - $2.56M
56.7K $2.32M
Jan 22, 2025 Q4 2024
Berkshire Bank

BUY
 -
46.3K
New
$1.86M - $2.09M
46.3K $1.9M
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
32.8K
+ 119.77%
$1.31M - $1.48M
60.2K $2.47M
Jan 28, 2025 Q4 2024
Blb&B Advisors, LLC

BUY
 -
32.5K
New
$1.3M - $1.47M
32.5K $1.33M
Jan 23, 2025 Q4 2024
Country Trust Bank

BUY
 -
28.9K
+ 6.78%
$1.16M - $1.31M
455K $18.6M
Jan 27, 2025 Q4 2024
Econ Financial Services Corp

BUY
 -
26.4K
New
$1.06M - $1.2M
26.4K $1.08M
Jan 28, 2025 Q4 2024
Fairvoy Private Wealth, LLC

Birmingham, AL
BUY
 -
26.3K
New
$1.05M - $1.19M
26.3K $1.08M
Jan 21, 2025 Q4 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
25.3K
+ 30.62%
$1.01M - $1.14M
108K $4.43M
Jan 13, 2025 Q4 2024
Imz Advisory Inc

Boca Raton, FL
BUY
 -
22.8K
+ 52.85%
$912K - $1.03M
65.9K $2.7M
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
21.9K
+ 7.92%
$877K - $990K
298K $12.2M
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
21.5K
+ 89.39%
$861K - $971K
45.5K $1.86M
Jan 27, 2025 Q4 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
20.6K
+ 72.4%
$824K - $930K
49K $2.01M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
19.9K
New
$799K - $902K
19.9K $817K
Jan 29, 2025 Q4 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
17.7K
+ 20.12%
$709K - $800K
106K $4.33M
Jan 22, 2025 Q4 2024
Dean, Jacobson Financial Services, LLC

BUY
 -
17.5K
+ 3.51%
$701K - $791K
516K $21.1M
Jan 29, 2025 Q4 2024
Castle Wealth Management LLC

BUY
 -
16.8K
+ 71.02%
$671K - $757K
40.3K $1.65M
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
13.8K
+ 146.34%
$554K - $625K
23.3K $953K
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
13.3K
+ 35.55%
$534K - $603K
50.9K $2.08M
Jan 29, 2025 Q4 2024
True Vision Mn LLC

Woodbury, MN
BUY
 -
13K
New
$521K - $588K
13K $533K
Jan 29, 2025 Q4 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
11.4K
+ 126.9%
$455K - $513K
20.3K $832K
Jan 13, 2025 Q4 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
11.3K
New
$455K - $513K
11.3K $465K
Jan 28, 2025 Q4 2024
Advisory Resource Group

BUY
 -
10.8K
+ 129.15%
$433K - $489K
19.2K $786K
Jan 22, 2025 Q4 2024
Foundations Investment Advisors, LLC

BUY
 -
10.7K
+ 69.4%
$428K - $483K
26.1K $1.07M
Jan 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
10.6K
+ 5.65%
$425K - $479K
198K $8.13M
Jan 23, 2025 Q4 2024
Colton Groome Financial Advisors, LLC

BUY
 -
9.48K
New
$380K - $429K
9.48K $389K
Jan 17, 2025 Q4 2024
Arkansas Financial Group, Inc.

BUY
 -
8.53K
+ 10.84%
$342K - $386K
87.2K $3.57M
Jan 24, 2025 Q4 2024
Capital Insight Partners, LLC

BUY
 -
8.46K
+ 7.46%
$339K - $383K
122K $5M
Jan 16, 2025 Q4 2024
M.E. Allison & Co., Inc.

San Antonio, TX
BUY
 -
8.04K
New
$322K - $364K
8.04K $330K
Jan 27, 2025 Q4 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
7.97K
+ 5.58%
$319K - $360K
151K $6.18M
Jan 14, 2025 Q4 2024
West Financial Advisors, LLC

BUY
 -
7.91K
+ 13.62%
$317K - $358K
66K $2.7M
Jan 15, 2025 Q4 2024
Triangle Securities Wealth Management

BUY
 -
7.76K
+ 19.8%
$311K - $351K
47K $1.92M
Jan 16, 2025 Q4 2024
Chesapeake Wealth Management

BUY
 -
7.44K
+ 77.99%
$298K - $336K
17K $696K
Jan 29, 2025 Q4 2024
Bonfire Financial

Colorado Springs, CO
BUY
 -
7.17K
New
$287K - $324K
7.17K $294K
Jan 14, 2025 Q4 2024
Peak Financial Advisors LLC

BUY
 -
6.98K
New
$280K - $316K
6.98K $286K
Jan 22, 2025 Q4 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
6.93K
New
$278K - $313K
6.93K $284K
Jan 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
6.86K
New
$275K - $310K
6.86K $281K
Jan 30, 2025 Q4 2024
Dt Investment Partners, LLC

BUY
 -
6.82K
+ 143.61%
$273K - $308K
11.6K $474K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
6.62K
+ 1.38%
$265K - $299K
485K $19.9M
Jan 16, 2025 Q4 2024
Moulton Wealth Management, Inc

BUY
 -
6.16K
+ 110.08%
$247K - $278K
11.8K $482K
Jan 22, 2025 Q4 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
6.13K
+ 69.23%
$246K - $277K
15K $614K
Jan 14, 2025 Q4 2024
Pines Wealth Management, LLC

Southern Pines, NC
BUY
 -
6.13K
New
$246K - $277K
6.13K $251K
Jan 29, 2025 Q4 2024
Core Alternative Capital

BUY
 -
6.12K
New
$245K - $277K
6.12K $251K
Jan 24, 2025 Q4 2024
Brio Consultants, LLC

BUY
 -
6.06K
+ 3.1%
$243K - $274K
202K $8.26M

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