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 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
$722K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.24K+ 1.12% |
$210K - $237K
|
471K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.21KNew |
$209K - $235K
|
5.21K
$216K
|
|
|
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 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.49K+ 6.11% |
$180K - $203K
|
77.9K
$3.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.23K+ 3.65% |
$169K - $191K
|
120K
$4.97M
|
|
|
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
$6.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.66K+ 53.08% |
$146K - $165K
|
10.5K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.52K+ 26.87% |
$141K - $159K
|
16.6K
$688K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.3K+ 19.61% |
$132K - $149K
|
20.1K
$835K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.23K+ 2.61% |
$129K - $146K
|
127K
$5.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.11K+ 39.75% |
$125K - $141K
|
10.9K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.09K+ 7.06% |
$124K - $140K
|
46.9K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.01K+ 9.75% |
$120K - $136K
|
33.8K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.75K+ 10.67% |
$110K - $124K
|
28.5K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.68K+ 2.7% |
$107K - $121K
|
102K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.65K+ 6.06% |
$106K - $120K
|
46.4K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.63K+ 3.67% |
$105K - $119K
|
74.3K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.62K+ 11.74% |
$105K - $119K
|
25K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.25K+ 25.37% |
$90.2K - $102K
|
11.1K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.24K+ 7.57% |
$89.7K - $101K
|
31.8K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.23K+ 2.85% |
$89.3K - $101K
|
80.4K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.23K+ 1069.71% |
$89.1K - $101K
|
2.43K
$101K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.14KNew |
$85.6K - $96.6K
|
2.14K
$88.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.09K+ 7.65% |
$83.7K - $94.4K
|
29.4K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.83K+ 8.2% |
$73.2K - $82.6K
|
24.1K
$999K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.81K+ 9.85% |
$72.6K - $81.9K
|
20.2K
$837K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.79K+ 31.26% |
$71.5K - $80.7K
|
7.5K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.76K+ 54.02% |
$70.5K - $79.5K
|
5.02K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.75K+ 4.27% |
$70.2K - $79.2K
|
42.7K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.6KNew |
$64.3K - $72.5K
|
1.6K
$66.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 14.94% |
$61.9K - $69.8K
|
11.9K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.47K+ 1.9% |
$58.9K - $66.5K
|
79K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.47K+ 15.85% |
$58.9K - $66.5K
|
10.7K
$445K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.47K+ 4.09% |
$58.8K - $66.3K
|
37.3K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.43K+ 8.67% |
$57.3K - $64.7K
|
17.9K
$743K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 7.62% |
$54.3K - $61.3K
|
19.2K
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.34K+ 9.93% |
$53.7K - $60.6K
|
14.8K
$615K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.18K+ 1.96% |
$47.1K - $53.1K
|
61.1K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.07K+ 1.86% |
$42.7K - $48.2K
|
58.3K
$2.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.06K+ 72.9% |
$42.3K - $47.8K
|
2.51K
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 3.4% |
$42K - $47.4K
|
31.9K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1K+ 16.04% |
$40.2K - $45.3K
|
7.26K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
852+ 2.85% |
$34.1K - $38.5K
|
30.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
800+ 43.72% |
$32K - $36.2K
|
2.63K
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
745+ 5.4% |
$29.8K - $33.7K
|
14.5K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
647New |
$25.9K - $29.3K
|
647
$26.8K
|