Latest Institutional Purchases of Select Sector Spdr Tr Real Est (XLRE)
This list provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.7K+ 47.69% |
$990K - $1.12M
|
76.5K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 8.41% |
$936K - $1.06M
|
301K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
23.2KNew |
$931K - $1.05M
|
23.2K
$981K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.2K+ 18.19% |
$928K - $1.05M
|
151K
$6.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
22.8K+ 52.85% |
$912K - $1.03M
|
65.9K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.5K+ 26.39% |
$900K - $1.02M
|
108K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21.9K+ 7.92% |
$877K - $990K
|
298K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.5K+ 89.39% |
$861K - $971K
|
45.5K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.2K+ 7.3% |
$848K - $957K
|
311K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.6K+ 72.4% |
$824K - $930K
|
49K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19.9KNew |
$799K - $902K
|
19.9K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.9KNew |
$799K - $901K
|
19.9K
$842K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 20.12% |
$709K - $800K
|
106K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
17.5K+ 3.51% |
$701K - $791K
|
516K
$21.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
17.1K+ 69.5% |
$686K - $774K
|
41.8K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
16.8K+ 71.02% |
$671K - $757K
|
40.3K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.9K+ 7.77% |
$638K - $720K
|
221K
$9.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.4K+ 15.55% |
$617K - $697K
|
114K
$4.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
14.8K+ 143.49% |
$594K - $670K
|
25.2K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
14.2KNew |
$567K - $640K
|
14.2K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 9.78% |
$563K - $636K
|
158K
$6.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9K+ 7.06% |
$557K - $629K
|
211K
$8.91M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8K+ 146.34% |
$554K - $625K
|
23.3K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.7KNew |
$549K - $620K
|
13.7K
$579K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13.4KNew |
$535K - $604K
|
13.4K
$564K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3K+ 35.55% |
$534K - $603K
|
50.9K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 13.33% |
$530K - $599K
|
113K
$4.75M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
13KNew |
$521K - $588K
|
13K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13K+ 145.13% |
$520K - $587K
|
21.9K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.9KNew |
$516K - $583K
|
12.9K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
12.5KNew |
$501K - $565K
|
12.5K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 27.99% |
$492K - $555K
|
56.2K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
12.3K+ 183.8% |
$492K - $555K
|
19K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12KNew |
$481K - $543K
|
12K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
11.9KNew |
$477K - $539K
|
11.9K
$503K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8KNew |
$472K - $533K
|
11.8K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
11.5KNew |
$461K - $521K
|
11.5K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.4K+ 126.9% |
$455K - $513K
|
20.3K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.3KNew |
$455K - $513K
|
11.3K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1K+ 17.29% |
$444K - $501K
|
75.1K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
10.8K+ 129.15% |
$433K - $489K
|
19.2K
$811K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 69.4% |
$428K - $483K
|
26.1K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.6K+ 5.65% |
$425K - $479K
|
198K
$8.38M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 20.74% |
$409K - $462K
|
59.5K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.1KNew |
$405K - $457K
|
10.1K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.95KNew |
$399K - $450K
|
9.95K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.48KNew |
$380K - $429K
|
9.48K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.24K+ 440.56% |
$370K - $418K
|
11.3K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.81K+ 22.93% |
$353K - $398K
|
47.2K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.76K+ 3.9% |
$351K - $396K
|
233K
$9.85M
|