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
|
Strong Box Wealth, LLC
|
SELL
|
- |
-656- 0.67% |
$26.3K - $29.7K
|
96.6K
$4.05M
|
|
|
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
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-986- 0.94% |
$39.5K - $44.6K
|
104K
$4.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.03K- 10.11% |
$41.4K - $46.7K
|
9.18K
$385K
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.26K- 0.59% |
$50.3K - $56.8K
|
213K
$8.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.26K- 2.2% |
$50.5K - $57K
|
55.9K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.27K- 8.56% |
$50.7K - $57.2K
|
13.5K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.28K- 7.35% |
$51.2K - $57.7K
|
16.1K
$675K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.33K- 10.33% |
$53.2K - $60K
|
11.5K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.38K- 4.22% |
$55.2K - $62.3K
|
31.3K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.4K- 16.88% |
$56.2K - $63.4K
|
6.91K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.65K- 10.4% |
$66K - $74.5K
|
14.2K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.66K- 0.58% |
$66.6K - $75.2K
|
285K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 5.04% |
$67.9K - $76.6K
|
31.9K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.81K- 1.62% |
$72.4K - $81.7K
|
110K
$4.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.83K- 5.02% |
$73.3K - $82.7K
|
34.6K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.95K- 4.64% |
$78.1K - $88.2K
|
40.1K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.02K- 6.82% |
$81K - $91.4K
|
27.6K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.08K- 33.92% |
$83.5K - $94.2K
|
4.06K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.22K- 4.26% |
$88.8K - $100K
|
49.8K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.39K- 52.28% |
$95.7K - $108K
|
2.18K
$91.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.5K- 89.32% |
$100K - $113K
|
299
$12.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.64K- 2.15% |
$106K - $119K
|
120K
$5.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.65K- 12.48% |
$106K - $120K
|
18.6K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.79K- 12.32% |
$112K - $126K
|
19.9K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.8K- 2.52% |
$112K - $127K
|
109K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.96K- 12.81% |
$118K - $134K
|
20.1K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.37K- 2.48% |
$135K - $152K
|
132K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.37K- 5.85% |
$135K - $152K
|
54.3K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.4K- 0.53% |
$136K - $154K
|
633K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.51K- 1.23% |
$141K - $159K
|
282K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.64K- 2.7% |
$146K - $164K
|
131K
$5.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4K- 11.61% |
$160K - $181K
|
30.4K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 22.08% |
$163K - $184K
|
14.4K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.13K- 5.81% |
$165K - $187K
|
66.9K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.14K- 18.86% |
$166K - $187K
|
17.8K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.38K- 11.77% |
$175K - $198K
|
32.8K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4.5K- 28.9% |
$180K - $203K
|
11.1K
$465K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.77K- 13.5% |
$191K - $216K
|
30.6K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.88K- 45.02% |
$196K - $221K
|
5.96K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.97K- 25.04% |
$199K - $225K
|
14.9K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.98K- 28.8% |
$199K - $225K
|
12.3K
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.09K- 2.68% |
$204K - $230K
|
185K
$7.76M
|