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 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.1K- 8.66% |
$1.84M - $1.98M
|
517K
$21.5M
|
|
|
May 01, 2024
Q1 2024
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-49.3K- 36.86% |
$1.85M - $1.99M
|
84.4K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51K- 56.89% |
$1.91M - $2.06M
|
38.6K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-56K- 18.16% |
$2.1M - $2.27M
|
253K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58K- 8.94% |
$2.18M - $2.35M
|
591K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-60.3K- 5.64% |
$2.27M - $2.44M
|
1.01M
$42M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-63.3K- 29.9% |
$2.38M - $2.56M
|
148K
$6.16M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-66.7K- 32.93% |
$2.5M - $2.7M
|
136K
$5.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-71.7K- 37.49% |
$2.69M - $2.9M
|
120K
$4.97M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-73.9K- 92.81% |
$2.78M - $2.99M
|
5.73K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-74.1K- 60.16% |
$2.78M - $3M
|
49.1K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-75.5K- 93.37% |
$2.83M - $3.05M
|
5.36K
$223K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76.9K- 72.44% |
$2.89M - $3.11M
|
29.2K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-77.4K- 31.05% |
$2.91M - $3.13M
|
172K
$7.14M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-89.5K- 99.37% |
$3.36M - $3.62M
|
566
$23.5K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 24.21% |
$3.84M - $4.13M
|
320K
$13.3M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-104K- 70.78% |
$3.9M - $4.2M
|
42.8K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-109K- 65.73% |
$4.08M - $4.39M
|
56.6K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-132K- 61.2% |
$4.96M - $5.34M
|
83.8K
$3.48M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-157K- 21.18% |
$5.91M - $6.36M
|
586K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-159KClosed |
$5.97M - $6.43M
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-167K- 70.72% |
$6.27M - $6.75M
|
69.1K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-175K- 99.07% |
$6.59M - $7.09M
|
1.65K
$68.7K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-208K- 17.88% |
$7.82M - $8.42M
|
957K
$39.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-253K- 96.24% |
$9.51M - $10.2M
|
9.88K
$411K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-261K- 45.42% |
$9.81M - $10.6M
|
314K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-263K- 34.11% |
$9.88M - $10.6M
|
508K
$21.1M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-287K- 51.77% |
$10.8M - $11.6M
|
268K
$11.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-300K- 99.11% |
$11.3M - $12.1M
|
2.7K
$112K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-328K- 96.0% |
$12.3M - $13.3M
|
13.7K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-351K- 16.73% |
$13.2M - $14.2M
|
1.74M
$72.5M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-400K- 49.02% |
$15M - $16.2M
|
416K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-469K- 98.88% |
$17.6M - $19M
|
5.29K
$220K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-589K- 10.2% |
$22.1M - $23.8M
|
5.19M
$216M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-603K- 35.89% |
$22.6M - $24.4M
|
1.08M
$44.8M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.1M- 74.55% |
$154M - $166M
|
1.4M
$58.2M
|