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 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
549+ 2.91% |
$22K - $24.8K
|
19.4K
$805K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
543+ 2.34% |
$21.8K - $24.5K
|
23.7K
$983K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
518+ 10.62% |
$20.8K - $23.4K
|
5.4K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
506+ 10.63% |
$20.3K - $22.9K
|
5.26K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
486+ 11.92% |
$19.5K - $22K
|
4.56K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
438+ 1.84% |
$17.5K - $19.8K
|
24.3K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
413+ 6.78% |
$16.5K - $18.7K
|
6.51K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
377+ 3.41% |
$15.1K - $17K
|
11.4K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
374+ 1.55% |
$15K - $16.9K
|
24.5K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
359New |
$14.4K - $16.2K
|
359
$14.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
256+ 2.94% |
$10.3K - $11.6K
|
8.97K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
222+ 85.38% |
$8.89K - $10K
|
482
$20K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
221+ 1.36% |
$8.85K - $9.99K
|
16.5K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
172+ 2.63% |
$6.89K - $7.78K
|
6.71K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
172+ 3.19% |
$6.89K - $7.78K
|
5.57K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
150New |
$6.01K - $6.78K
|
150
$6.22K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
134+ 0.8% |
$5.37K - $6.06K
|
16.9K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
86New |
$3.45K - $3.89K
|
86
$3.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
78+ 0.83% |
$3.12K - $3.53K
|
9.47K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
76+ 0.07% |
$3.04K - $3.44K
|
102K
$4.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
52+ 0.51% |
$2.08K - $2.35K
|
10.3K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
52+ 0.87% |
$2.08K - $2.35K
|
6.01K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 1.45% |
$1.92K - $2.17K
|
3.35K
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
41New |
$1.64K - $1.85K
|
41
$1.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 0.17% |
$1.12K - $1.27K
|
16.2K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
27+ 0.09% |
$1.08K - $1.22K
|
29.3K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23+ 0.05% |
$921 - $1.04K
|
46.5K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 0.07% |
$841 - $949
|
29.7K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18New |
$721 - $814
|
18
$746
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$401 - $452
|
7.74K
$321K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.99% |
$240 - $271
|
610
$25.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.03% |
$160 - $181
|
391
$16.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2New |
$80.1 - $90.4
|
2
$82.9
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.42% |
$40.1 - $45.2
|
237
$9.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3- 0.12% |
$120 - $136
|
2.51K
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 0.46% |
$401 - $452
|
2.15K
$89K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-14- 0.27% |
$561 - $633
|
5.14K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24- 1.49% |
$961 - $1.09K
|
1.59K
$65.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-31- 0.39% |
$1.24K - $1.4K
|
7.87K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-43- 31.85% |
$1.72K - $1.94K
|
92
$3.81K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-55- 83.33% |
$2.2K - $2.49K
|
11
$456
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-55- 0.57% |
$2.2K - $2.49K
|
9.51K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-56- 1.01% |
$2.24K - $2.53K
|
5.5K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-61- 7.83% |
$2.44K - $2.76K
|
718
$29.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-68- 0.03% |
$2.72K - $3.07K
|
206K
$8.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 0.43% |
$3.04K - $3.44K
|
17.7K
$734K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-119- 0.55% |
$4.77K - $5.38K
|
21.6K
$896K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 0.3% |
$4.85K - $5.47K
|
40.3K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-126- 0.35% |
$5.05K - $5.7K
|
36.4K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-130- 0.83% |
$5.21K - $5.88K
|
15.5K
$641K
|