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 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.1KNew |
$530K - $571K
|
14.1K
$553K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.1K+ 141.39% |
$528K - $569K
|
24K
$941K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14KNew |
$525K - $565K
|
14K
$548K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.7KNew |
$514K - $554K
|
13.7K
$537K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.2K+ 16.11% |
$497K - $536K
|
95.5K
$3.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
13.1K+ 174.14% |
$492K - $530K
|
20.6K
$808K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12.9K+ 17.21% |
$486K - $523K
|
88.1K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.2KNew |
$458K - $493K
|
12.2K
$478K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
12.1KNew |
$453K - $488K
|
12.1K
$473K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.7K+ 83.74% |
$440K - $474K
|
25.7K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.9K+ 6.77% |
$408K - $439K
|
171K
$6.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
10.6K+ 38.8% |
$398K - $429K
|
37.9K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10.4K+ 34.11% |
$391K - $421K
|
40.9K
$1.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10.2K+ 91.78% |
$384K - $413K
|
21.4K
$837K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
10KNew |
$376K - $405K
|
10K
$392K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.9KNew |
$372K - $400K
|
9.9K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.64KNew |
$362K - $390K
|
9.64K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.37K+ 6.26% |
$352K - $379K
|
159K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.29K+ 11.6% |
$349K - $376K
|
89.4K
$3.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.13K+ 1.8% |
$343K - $369K
|
517K
$20.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
9.12KNew |
$343K - $369K
|
9.12K
$357K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
8.39KNew |
$315K - $339K
|
8.39K
$329K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.3KNew |
$312K - $335K
|
8.3K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.99K+ 142.04% |
$300K - $323K
|
13.6K
$534K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.94KNew |
$298K - $321K
|
7.94K
$311K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
7.92K+ 32.59% |
$297K - $320K
|
32.2K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
7.89K+ 3.77% |
$296K - $319K
|
217K
$8.5M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.79K+ 89.52% |
$292K - $315K
|
16.5K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.78KNew |
$292K - $314K
|
7.78K
$305K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.64K+ 21.08% |
$287K - $309K
|
43.9K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.63KNew |
$286K - $308K
|
7.63K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7.52KNew |
$282K - $304K
|
7.52K
$295K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.38KNew |
$277K - $298K
|
7.38K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.37KNew |
$277K - $298K
|
7.37K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.37K+ 95.59% |
$277K - $298K
|
15.1K
$590K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.36K+ 14.2% |
$276K - $297K
|
59.2K
$2.32M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7.09K+ 47.17% |
$266K - $287K
|
22.1K
$867K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.87K+ 3.81% |
$258K - $278K
|
187K
$7.33M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.86K+ 118.12% |
$258K - $277K
|
12.7K
$497K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.76K+ 4.0% |
$254K - $273K
|
176K
$6.88M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
6.44K+ 36.18% |
$242K - $260K
|
24.2K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.29K+ 79.88% |
$236K - $254K
|
14.2K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.29K+ 0.98% |
$236K - $254K
|
650K
$25.5M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.25KNew |
$234K - $252K
|
6.25K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.08KNew |
$228K - $246K
|
6.08K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.74KNew |
$216K - $232K
|
5.74K
$225K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.69KNew |
$214K - $230K
|
5.69K
$223K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
5.49K+ 4.93% |
$206K - $222K
|
117K
$4.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$203K - $218K
|
5.4K
$212K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.39K+ 13.67% |
$202K - $218K
|
44.8K
$1.76M
|