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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.32K+ 7.63% |
$173K - $195K
|
60.9K
$2.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.23K+ 3.65% |
$169K - $191K
|
120K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.21K+ 1.34% |
$169K - $190K
|
319K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.19K+ 14.59% |
$168K - $189K
|
32.9K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.02K+ 7183.93% |
$161K - $182K
|
4.08K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.98K+ 2.7% |
$160K - $180K
|
152K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.72K+ 2.22% |
$149K - $168K
|
171K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.71K+ 7.2% |
$148K - $168K
|
55.2K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.66K+ 53.08% |
$146K - $165K
|
10.5K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.56K+ 3.74% |
$142K - $161K
|
98.6K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.55K+ 32.6% |
$142K - $160K
|
14.4K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.53K+ 13077.78% |
$141K - $160K
|
3.56K
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.53K+ 17.9% |
$141K - $160K
|
23.2K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.52K+ 26.87% |
$141K - $159K
|
16.6K
$687K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.49K+ 13.38% |
$140K - $158K
|
29.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.42K+ 0.27% |
$137K - $155K
|
1.25M
$51.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.36K+ 21.41% |
$135K - $152K
|
19.1K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.3K+ 19.61% |
$132K - $149K
|
20.1K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.23K+ 2.61% |
$129K - $146K
|
127K
$5.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.19KNew |
$128K - $144K
|
3.19K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.16KNew |
$127K - $143K
|
3.16K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.14K+ 25.96% |
$126K - $142K
|
15.2K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.13K+ 11.97% |
$125K - $141K
|
29.2K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.11K+ 39.75% |
$125K - $141K
|
10.9K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.09K+ 7.06% |
$124K - $140K
|
46.9K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.04K+ 9.41% |
$122K - $138K
|
35.4K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.01K+ 9.75% |
$120K - $136K
|
33.8K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.98K+ 4.62% |
$120K - $135K
|
67.6K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.97K+ 3.74% |
$119K - $134K
|
82.3K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.92K+ 2.99% |
$117K - $132K
|
101K
$4.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2.9K+ 4.95% |
$116K - $131K
|
61.6K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.75K+ 10.67% |
$110K - $124K
|
28.5K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.68K+ 2.7% |
$107K - $121K
|
102K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.67K+ 24.42% |
$107K - $121K
|
13.6K
$564K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.65K+ 6.06% |
$106K - $120K
|
46.4K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.63K+ 3.67% |
$105K - $119K
|
74.3K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.62K+ 11.74% |
$105K - $119K
|
25K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.35K+ 3.63% |
$94K - $106K
|
67K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.25K+ 25.37% |
$90.2K - $102K
|
11.1K
$461K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.25K+ 45.68% |
$90.2K - $102K
|
7.18K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.24K+ 7.57% |
$89.7K - $101K
|
31.8K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.23K+ 2.85% |
$89.3K - $101K
|
80.4K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.23K+ 1069.71% |
$89.1K - $101K
|
2.43K
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$88.2K - $99.5K
|
2.2K
$91.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.14KNew |
$85.6K - $96.6K
|
2.14K
$88.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.13K+ 38.61% |
$85.2K - $96.2K
|
7.64K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.09K+ 7.65% |
$83.7K - $94.4K
|
29.4K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.09K+ 25.97% |
$83.6K - $94.4K
|
10.1K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.93K+ 283.16% |
$77.5K - $87.4K
|
2.62K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 34.52% |
$76.6K - $86.5K
|
7.45K
$309K
|