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 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3- 0.12% |
$120 - $136
|
2.51K
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 0.46% |
$401 - $452
|
2.15K
$90.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-14- 0.27% |
$561 - $633
|
5.14K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24- 1.49% |
$961 - $1.09K
|
1.59K
$66.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-28- 20.29% |
$1.12K - $1.27K
|
110
$4.62K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-31- 0.39% |
$1.24K - $1.4K
|
7.87K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-43- 31.85% |
$1.72K - $1.94K
|
92
$3.86K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 9.9% |
$2K - $2.26K
|
455
$19.1K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-55- 83.33% |
$2.2K - $2.49K
|
11
$462
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-55- 0.57% |
$2.2K - $2.49K
|
9.51K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-56- 1.01% |
$2.24K - $2.53K
|
5.5K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-61- 7.83% |
$2.44K - $2.76K
|
718
$30.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-68- 0.03% |
$2.72K - $3.07K
|
206K
$8.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 0.43% |
$3.04K - $3.44K
|
17.7K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-84- 0.62% |
$3.37K - $3.8K
|
13.5K
$567K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-99- 0.9% |
$3.97K - $4.48K
|
10.9K
$457K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-110- 44.0% |
$4.41K - $4.97K
|
140
$5.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-119- 0.55% |
$4.77K - $5.38K
|
21.6K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 0.3% |
$4.85K - $5.47K
|
40.3K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-126- 0.35% |
$5.05K - $5.7K
|
36.4K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-130- 0.83% |
$5.21K - $5.88K
|
15.5K
$650K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-134- 0.5% |
$5.37K - $6.06K
|
26.6K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-138- 2.62% |
$5.53K - $6.24K
|
5.13K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-171- 2.97% |
$6.85K - $7.73K
|
5.59K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-220- 2.41% |
$8.81K - $9.95K
|
8.91K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-227- 0.95% |
$9.09K - $10.3K
|
23.7K
$996K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-287- 0.29% |
$11.5K - $13K
|
98.7K
$4.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-300- 5.45% |
$12K - $13.6K
|
5.21K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-322- 1.54% |
$12.9K - $14.6K
|
20.5K
$862K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-337- 25.55% |
$13.5K - $15.2K
|
982
$41.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-347- 0.8% |
$13.9K - $15.7K
|
42.8K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-356- 1.66% |
$14.3K - $16.1K
|
21.1K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-360- 8.32% |
$14.4K - $16.3K
|
3.97K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-374- 3.23% |
$15K - $16.9K
|
11.2K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-387- 6.09% |
$15.5K - $17.5K
|
5.97K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-450- 46.15% |
$18K - $20.3K
|
525
$22.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-465- 3.94% |
$18.6K - $21K
|
11.3K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-468- 0.39% |
$18.7K - $21.2K
|
119K
$5M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-476- 0.75% |
$19.1K - $21.5K
|
63.1K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-580- 0.59% |
$23.2K - $26.2K
|
98.4K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-656- 0.67% |
$26.3K - $29.7K
|
96.6K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-675- 1.64% |
$27K - $30.5K
|
40.5K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-687- 5.69% |
$27.5K - $31.1K
|
11.4K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-715- 9.74% |
$28.6K - $32.3K
|
6.63K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-833- 4.46% |
$33.4K - $37.7K
|
17.8K
$749K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-865- 3.12% |
$34.7K - $39.1K
|
26.9K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-921- 13.37% |
$36.9K - $41.6K
|
5.97K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.03K- 10.11% |
$41.4K - $46.7K
|
9.18K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.04K- 2.42% |
$41.5K - $46.8K
|
41.8K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.15K- 17.82% |
$46.2K - $52.1K
|
5.32K
$223K
|