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 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.38K+ 5.58% |
$202K - $218K
|
102K
$3.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
5.29KNew |
$199K - $214K
|
5.29K
$207K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.25K+ 4.64% |
$197K - $212K
|
118K
$4.64M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.2K+ 16.81% |
$195K - $210K
|
36.1K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.2K+ 71.21% |
$195K - $210K
|
12.5K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.92K+ 3.8% |
$185K - $199K
|
135K
$5.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.9K+ 1.79% |
$184K - $198K
|
278K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.88K+ 46.24% |
$183K - $197K
|
15.4K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.58K+ 114450.0% |
$172K - $185K
|
4.58K
$180K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.41K+ 70.79% |
$166K - $178K
|
10.6K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.22K+ 2.49% |
$159K - $171K
|
174K
$6.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.1K+ 65.06% |
$154K - $166K
|
10.4K
$408K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.04K+ 24.6% |
$152K - $163K
|
20.4K
$801K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.02K+ 7.01% |
$151K - $162K
|
61.4K
$2.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.79K+ 36.09% |
$142K - $153K
|
14.3K
$559K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.72K+ 6.71% |
$140K - $150K
|
59.1K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.66KNew |
$137K - $148K
|
3.66K
$143K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 9.24% |
$137K - $148K
|
43.2K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.51K+ 0.71% |
$132K - $142K
|
498K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.49K+ 4.33% |
$131K - $141K
|
84.1K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.44K+ 23.03% |
$129K - $139K
|
18.4K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.34KNew |
$126K - $135K
|
3.34K
$131K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.22K+ 19.56% |
$121K - $130K
|
19.7K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 185.77% |
$117K - $126K
|
4.78K
$187K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.08K+ 5.87% |
$116K - $124K
|
55.5K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.97K+ 10.89% |
$111K - $120K
|
30.2K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.96K+ 3.59% |
$111K - $120K
|
85.3K
$3.34M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.93K+ 38.27% |
$110K - $118K
|
10.6K
$414K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2.75K+ 0.81% |
$103K - $111K
|
341K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.75KNew |
$103K - $111K
|
2.75K
$108K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.69K+ 6.64% |
$101K - $109K
|
43.1K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.65K+ 26.57% |
$99.5K - $107K
|
12.6K
$495K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
2.6KNew |
$97.6K - $105K
|
2.6K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.56K+ 7.74% |
$95.9K - $103K
|
35.6K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.45KNew |
$92K - $99.1K
|
2.45K
$96K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.41K+ 9.16% |
$90.6K - $97.6K
|
28.8K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.39K+ 3.5% |
$89.9K - $96.7K
|
70.7K
$2.77M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.29KNew |
$85.9K - $92.5K
|
2.29K
$89.6K
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.28KNew |
$85.6K - $92.1K
|
2.28K
$89.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.18K+ 4.44% |
$81.9K - $88.1K
|
51.3K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2.17K+ 3.61% |
$81.6K - $87.9K
|
62.3K
$2.44M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
2.12K+ 638.97% |
$79.4K - $85.5K
|
2.45K
$95.8K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.11K+ 13.56% |
$79K - $85.1K
|
17.6K
$690K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.11K+ 17.83% |
$79K - $85.1K
|
13.9K
$545K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.08K+ 14.58% |
$78.1K - $84.1K
|
16.3K
$641K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.97K+ 13.75% |
$74K - $79.7K
|
16.3K
$639K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.8K+ 33.99% |
$67.7K - $72.9K
|
7.11K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.77KNew |
$66.5K - $71.6K
|
1.77K
$69.4K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 6.62% |
$66.4K - $71.5K
|
28.5K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.77K+ 10.13% |
$66.4K - $71.4K
|
19.2K
$753K
|