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 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
413+ 6.78% |
$16.5K - $18.7K
|
6.51K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
377+ 3.41% |
$15.1K - $17K
|
11.4K
$473K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
374+ 1.55% |
$15K - $16.9K
|
24.5K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
359New |
$14.4K - $16.2K
|
359
$14.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
300+ 2.55% |
$12K - $13.6K
|
12.1K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
284+ 1.3% |
$11.4K - $12.8K
|
22.1K
$915K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
256+ 2.94% |
$10.3K - $11.6K
|
8.97K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
235+ 3.76% |
$9.41K - $10.6K
|
6.48K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
222+ 85.38% |
$8.89K - $10K
|
482
$19.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
221+ 1.36% |
$8.85K - $9.99K
|
16.5K
$682K
|
|
|
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
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
158+ 2.23% |
$6.33K - $7.14K
|
7.23K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
150New |
$6.01K - $6.78K
|
150
$6.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
134+ 0.8% |
$5.37K - $6.06K
|
16.9K
$699K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
92+ 1.07% |
$3.69K - $4.16K
|
8.72K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
90+ 1.15% |
$3.61K - $4.07K
|
7.92K
$327K
|
|
|
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
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
76+ 0.07% |
$3.04K - $3.44K
|
102K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
72+ 1.24% |
$2.88K - $3.26K
|
5.9K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
68+ 0.19% |
$2.72K - $3.07K
|
35.1K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
61+ 1.07% |
$2.44K - $2.76K
|
5.78K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
52+ 0.87% |
$2.08K - $2.35K
|
6.01K
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
52+ 0.51% |
$2.08K - $2.35K
|
10.3K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 1.45% |
$1.92K - $2.17K
|
3.35K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
43+ 0.49% |
$1.72K - $1.94K
|
8.76K
$362K
|
|
|
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
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
27+ 0.09% |
$1.08K - $1.22K
|
29.3K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
27+ 0.31% |
$1.08K - $1.22K
|
8.65K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23+ 0.05% |
$921 - $1.04K
|
46.5K
$1.92M
|
|
|
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
$744
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$401 - $452
|
7.74K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.75% |
$240 - $271
|
805
$33.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.99% |
$240 - $271
|
610
$25.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.03% |
$160 - $181
|
391
$16.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$160 - $181
|
7.03K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 1.5% |
$120 - $136
|
203
$8.39K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2New |
$80.1 - $90.4
|
2
$82.7
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.42% |
$40.1 - $45.2
|
237
$9.8K
|
|
|
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
$88.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-14- 0.27% |
$561 - $633
|
5.14K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24- 1.49% |
$961 - $1.09K
|
1.59K
$65.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-31- 0.39% |
$1.24K - $1.4K
|
7.87K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-43- 31.85% |
$1.72K - $1.94K
|
92
$3.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 9.9% |
$2K - $2.26K
|
455
$18.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-55- 0.57% |
$2.2K - $2.49K
|
9.51K
$393K
|