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 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.81K- 1.62% |
$72.4K - $81.7K
|
110K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.08K- 33.92% |
$83.5K - $94.2K
|
4.06K
$168K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.22K- 4.26% |
$88.8K - $100K
|
49.8K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.39K- 52.28% |
$95.7K - $108K
|
2.18K
$90.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.5K- 89.32% |
$100K - $113K
|
299
$12.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.64K- 2.15% |
$106K - $119K
|
120K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.65K- 12.48% |
$106K - $120K
|
18.6K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.79K- 12.32% |
$112K - $126K
|
19.9K
$821K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.8K- 2.52% |
$112K - $127K
|
109K
$4.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.96K- 12.81% |
$118K - $134K
|
20.1K
$832K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.37K- 2.48% |
$135K - $152K
|
132K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.37K- 5.85% |
$135K - $152K
|
54.3K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.4K- 0.53% |
$136K - $154K
|
633K
$26.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.51K- 1.23% |
$141K - $159K
|
282K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.64K- 2.7% |
$146K - $164K
|
131K
$5.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4K- 11.61% |
$160K - $181K
|
30.4K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 22.08% |
$163K - $184K
|
14.4K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.13K- 5.81% |
$165K - $187K
|
66.9K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.38K- 11.77% |
$175K - $198K
|
32.8K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4.5K- 28.9% |
$180K - $203K
|
11.1K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.77K- 13.5% |
$191K - $216K
|
30.6K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.88K- 45.02% |
$196K - $221K
|
5.96K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.97K- 25.04% |
$199K - $225K
|
14.9K
$615K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.98K- 28.8% |
$199K - $225K
|
12.3K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.09K- 2.68% |
$204K - $230K
|
185K
$7.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.13K- 4.84% |
$205K - $232K
|
101K
$4.16M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.27K- 1.76% |
$211K - $238K
|
294K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.52K- 41.29% |
$221K - $249K
|
7.85K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.61K- 48.94% |
$225K - $253K
|
5.85K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.16K- 45.81% |
$247K - $278K
|
7.29K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-7.12K- 3.7% |
$285K - $322K
|
185K
$7.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-7.12K- 4.19% |
$285K - $322K
|
163K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.4KClosed |
$296K - $334K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.96K- 27.62% |
$319K - $360K
|
20.8K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-8.25K- 2.36% |
$331K - $373K
|
342K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.67K- 12.7% |
$347K - $392K
|
59.6K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.74K- 50.18% |
$350K - $395K
|
8.68K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.75K- 8.06% |
$350K - $395K
|
99.8K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 81.59% |
$370K - $418K
|
2.09K
$86.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 99.93% |
$408K - $461K
|
7
$289
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-10.6K- 31.72% |
$425K - $479K
|
22.8K
$944K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 15.24% |
$443K - $500K
|
61.5K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-11.9K- 24.96% |
$475K - $537K
|
35.7K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-13.9K- 11.86% |
$556K - $627K
|
103K
$4.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-16K- 3.91% |
$641K - $723K
|
393K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18.4K- 2.28% |
$737K - $832K
|
788K
$32.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-18.5K- 4.12% |
$742K - $837K
|
431K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19K- 71.76% |
$760K - $858K
|
7.47K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20.6K- 64.25% |
$824K - $930K
|
11.5K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.5K- 6.81% |
$981K - $1.11M
|
335K
$13.9M
|