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 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
150+ 4.98% |
$6.01K - $6.78K
|
3.16K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
150New |
$6.01K - $6.78K
|
150
$6.21K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
134+ 0.8% |
$5.37K - $6.06K
|
16.9K
$700K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
131+ 2.26% |
$5.25K - $5.92K
|
5.92K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
125+ 132.98% |
$5.01K - $5.65K
|
219
$9.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
124New |
$4.97K - $5.61K
|
124
$5.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
98New |
$3.93K - $4.43K
|
98
$4.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
92+ 1.07% |
$3.69K - $4.16K
|
8.72K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
92New |
$3.69K - $4.16K
|
92
$3.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
91+ 1.01% |
$3.65K - $4.11K
|
9.06K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
90+ 1.15% |
$3.61K - $4.07K
|
7.92K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
86New |
$3.45K - $3.89K
|
86
$3.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
78+ 0.83% |
$3.12K - $3.53K
|
9.47K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
76+ 0.07% |
$3.04K - $3.44K
|
102K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
72+ 1.24% |
$2.88K - $3.26K
|
5.9K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
68+ 0.19% |
$2.72K - $3.07K
|
35.1K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
61+ 1.07% |
$2.44K - $2.76K
|
5.78K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
58New |
$2.32K - $2.62K
|
58
$2.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
56+ 1.07% |
$2.24K - $2.53K
|
5.27K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
52+ 0.87% |
$2.08K - $2.35K
|
6.01K
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
52+ 0.51% |
$2.08K - $2.35K
|
10.3K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 1.45% |
$1.92K - $2.17K
|
3.35K
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
43+ 0.49% |
$1.72K - $1.94K
|
8.76K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
41New |
$1.64K - $1.85K
|
41
$1.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 45.45% |
$1.4K - $1.58K
|
112
$4.64K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
30+ 0.36% |
$1.2K - $1.36K
|
8.46K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 0.17% |
$1.12K - $1.27K
|
16.2K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
27+ 0.09% |
$1.08K - $1.22K
|
29.3K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
27+ 0.31% |
$1.08K - $1.22K
|
8.65K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23+ 0.05% |
$921 - $1.04K
|
46.5K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 0.07% |
$841 - $949
|
29.7K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18New |
$721 - $814
|
18
$745
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17New |
$681 - $769
|
17
$704
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 20.0% |
$641 - $723
|
96
$3.98K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15New |
$601 - $678
|
15
$621
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
14New |
$561 - $633
|
14
$580
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13New |
$521 - $588
|
13
$538
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12+ 0.55% |
$481 - $543
|
2.2K
$91.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
11+ 0.19% |
$441 - $497
|
5.77K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10+ 0.16% |
$401 - $452
|
6.24K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$401 - $452
|
7.74K
$321K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8New |
$320 - $362
|
8
$331
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
8New |
$320 - $362
|
8
$331
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.99% |
$240 - $271
|
610
$25.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.99% |
$240 - $271
|
610
$25.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.75% |
$240 - $271
|
805
$33.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.72% |
$200 - $226
|
701
$29K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$160 - $181
|
7.03K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.03% |
$160 - $181
|
391
$16.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 4.23% |
$120 - $136
|
74
$3.06K
|