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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
647New |
$25.9K - $29.3K
|
647
$26.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
644+ 7.06% |
$25.8K - $29.1K
|
9.76K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
632New |
$25.3K - $28.6K
|
632
$26.2K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
628+ 88.83% |
$25.2K - $28.4K
|
1.34K
$55.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
561+ 0.73% |
$22.5K - $25.4K
|
77.4K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
554+ 8.8% |
$22.2K - $25K
|
6.85K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
550+ 2.99% |
$22K - $24.9K
|
18.9K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
550+ 4.52% |
$22K - $24.9K
|
12.7K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
549+ 10.05% |
$22K - $24.8K
|
6.01K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
549+ 2.91% |
$22K - $24.8K
|
19.4K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
543+ 2.34% |
$21.8K - $24.5K
|
23.7K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
528+ 1.45% |
$21.2K - $23.9K
|
36.9K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
518+ 10.62% |
$20.8K - $23.4K
|
5.4K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
518+ 2.72% |
$20.8K - $23.4K
|
19.5K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
506+ 10.63% |
$20.3K - $22.9K
|
5.26K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
501+ 3.31% |
$20.1K - $22.7K
|
15.7K
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
497+ 95.21% |
$19.9K - $22.5K
|
1.02K
$42.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
486+ 11.92% |
$19.5K - $22K
|
4.56K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
468+ 7.05% |
$18.7K - $21.2K
|
7.1K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
438+ 1.84% |
$17.5K - $19.8K
|
24.3K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
413+ 6.78% |
$16.5K - $18.7K
|
6.51K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
377+ 3.41% |
$15.1K - $17K
|
11.4K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
374+ 1.55% |
$15K - $16.9K
|
24.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
364New |
$14.6K - $16.5K
|
364
$15.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
359New |
$14.4K - $16.2K
|
359
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
353New |
$14.1K - $16K
|
353
$14.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
325New |
$13K - $14.7K
|
325
$13.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
312New |
$12.5K - $14.1K
|
312
$12.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
300+ 2.55% |
$12K - $13.6K
|
12.1K
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
284+ 1.3% |
$11.4K - $12.8K
|
22.1K
$916K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
282New |
$11.3K - $12.7K
|
282
$11.7K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
270+ 4.09% |
$10.8K - $12.2K
|
6.86K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
256+ 2.94% |
$10.3K - $11.6K
|
8.97K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
245+ 38.64% |
$9.81K - $11.1K
|
879
$36.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
242+ 1.8% |
$9.69K - $10.9K
|
13.7K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
241+ 1.75% |
$9.65K - $10.9K
|
14K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
241+ 3.85% |
$9.65K - $10.9K
|
6.5K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
235+ 3.76% |
$9.41K - $10.6K
|
6.48K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
222+ 85.38% |
$8.89K - $10K
|
482
$20K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
221+ 1.36% |
$8.85K - $9.99K
|
16.5K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
219+ 0.91% |
$8.77K - $9.9K
|
24.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
208+ 15.7% |
$8.33K - $9.4K
|
1.53K
$63.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
206New |
$8.25K - $9.31K
|
206
$8.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
185New |
$7.41K - $8.36K
|
185
$7.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
182+ 1.61% |
$7.29K - $8.23K
|
11.5K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
173+ 0.19% |
$6.93K - $7.82K
|
91.5K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
172+ 2.63% |
$6.89K - $7.78K
|
6.71K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
172+ 3.19% |
$6.89K - $7.78K
|
5.57K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
159+ 0.07% |
$6.37K - $7.19K
|
218K
$9.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
158+ 2.23% |
$6.33K - $7.14K
|
7.23K
$299K
|