Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-5.81K- 20.64% |
$218K - $235K
|
22.3K
$875K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.94K- 32.86% |
$223K - $240K
|
12.1K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-6.11K- 79.38% |
$229K - $247K
|
1.59K
$62.1K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-6.19K- 97.71% |
$232K - $250K
|
145
$5.68K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6.79K- 54.94% |
$255K - $274K
|
5.57K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.35K- 42.92% |
$276K - $297K
|
9.78K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8.03K- 42.97% |
$301K - $325K
|
10.7K
$417K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.15K- 42.79% |
$306K - $329K
|
10.9K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.17K- 15.98% |
$307K - $330K
|
42.9K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.31K- 56.08% |
$312K - $336K
|
6.51K
$255K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-8.35K- 27.54% |
$313K - $337K
|
22K
$860K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-8.56K- 11.19% |
$322K - $346K
|
68K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.75K- 17.33% |
$329K - $354K
|
41.7K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.29K- 8.58% |
$349K - $376K
|
99K
$3.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-9.58K- 62.21% |
$360K - $387K
|
5.82K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-9.95K- 8.74% |
$374K - $402K
|
104K
$4.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.1K- 32.44% |
$379K - $408K
|
21K
$824K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.4K- 3.53% |
$390K - $420K
|
284K
$11.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11.2K- 28.73% |
$420K - $453K
|
27.8K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-11.3K- 2.55% |
$423K - $455K
|
431K
$16.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.4K- 59.34% |
$428K - $461K
|
7.81K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-14.1K- 72.0% |
$529K - $570K
|
5.48K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-15.7K- 72.5% |
$589K - $634K
|
5.95K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-16.2K- 35.26% |
$610K - $657K
|
29.8K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16.3K- 66.76% |
$613K - $660K
|
8.13K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-16.4K- 2.11% |
$617K - $664K
|
764K
$29.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17K- 59.71% |
$639K - $688K
|
11.5K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.3K- 2.86% |
$648K - $698K
|
586K
$22.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-18.7K- 54.81% |
$704K - $758K
|
15.5K
$605K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21.3K- 9.47% |
$799K - $860K
|
203K
$7.96M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-21.9K- 17.73% |
$821K - $884K
|
101K
$3.98M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-23.9K- 36.9% |
$898K - $967K
|
40.9K
$1.6M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-24K- 4.96% |
$900K - $969K
|
459K
$18M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.9K- 21.63% |
$1.05M - $1.13M
|
101K
$3.95M
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-28.1K- 7.73% |
$1.05M - $1.13M
|
335K
$13.1M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.1K- 14.82% |
$1.05M - $1.14M
|
161K
$6.32M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-28.7K- 22.75% |
$1.08M - $1.16M
|
97.6K
$3.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-29.4K- 41.23% |
$1.1M - $1.19M
|
41.9K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30.3K- 12.85% |
$1.14M - $1.22M
|
206K
$8.05M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-34.1K- 5.69% |
$1.28M - $1.38M
|
566K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-37.1K- 42.46% |
$1.39M - $1.5M
|
50.2K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-38.2K- 5.56% |
$1.44M - $1.55M
|
650K
$25.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-40.1K- 26.65% |
$1.51M - $1.62M
|
110K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-41.5K- 15.81% |
$1.56M - $1.68M
|
221K
$8.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-42.8K- 26.29% |
$1.61M - $1.73M
|
120K
$4.7M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-43.2K- 36.74% |
$1.62M - $1.75M
|
74.4K
$2.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-44.8K- 82.7% |
$1.68M - $1.81M
|
9.37K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45K- 47.13% |
$1.69M - $1.82M
|
50.5K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-47K- 75.81% |
$1.76M - $1.9M
|
15K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-48.3K- 84.27% |
$1.81M - $1.95M
|
9.02K
$353K
|