Purchases and Sales Made in Q1 2024 in Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

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
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
1.73K
New
$65.1K - $70.1K
1.73K $67.9K
May 15, 2024 Q1 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.72K
New
$64.5K - $69.5K
1.72K $67.4K
Oct 22, 2024 Q1 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
1.64K
+ 4.86%
$61.5K - $66.2K
35.3K $1.38M
Apr 30, 2024 Q1 2024
Wambolt & Associates, LLC

BUY
 -
1.57K
+ 22.33%
$59K - $63.5K
8.61K $337K
Apr 18, 2024 Q1 2024
Wespac Advisors So Cal, LLC

BUY
 -
1.49K
+ 16.15%
$56.1K - $60.4K
10.7K $421K
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.37K
+ 2.58%
$51.4K - $55.4K
54.5K $2.14M
May 15, 2024 Q1 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.37K
+ 6.78%
$51.4K - $55.3K
21.6K $845K
Apr 22, 2024 Q1 2024
American Financial Advisors, LLC

BUY
 -
1.3K
+ 0.44%
$49K - $52.7K
296K $11.6M
May 08, 2024 Q1 2024
Sheets Smith Wealth Management

BUY
 -
1.27K
+ 6.96%
$47.8K - $51.5K
19.6K $767K
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
1.23K
+ 7.15%
$46K - $49.6K
18.4K $720K
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
1.16K
+ 14.73%
$43.7K - $47.1K
9.07K $355K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.15K
New
$43.3K - $46.6K
1.15K $45.1K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
1.15K
+ 56.91%
$43.1K - $46.5K
3.17K $124K
Apr 18, 2024 Q1 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
1.1K
+ 1.63%
$41.3K - $44.5K
68.5K $2.69M
May 14, 2024 Q1 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
1.1K
+ 2.67%
$41.3K - $44.5K
42.3K $1.66M
Apr 16, 2024 Q1 2024
Wbh Advisory Inc

BUY
 -
1.09K
+ 1.95%
$40.9K - $44.1K
56.9K $2.23M
May 09, 2024 Q1 2024
Orion Portfolio Solutions, LLC

BUY
 -
1.05K
+ 1.24%
$39.5K - $42.5K
85.8K $3.36M
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.03K
+ 13.26%
$38.7K - $41.6K
8.8K $345K
Apr 24, 2024 Q1 2024
Country Club Bank

BUY
 -
1.03K
+ 2.38%
$38.6K - $41.6K
44.2K $1.73M
Apr 25, 2024 Q1 2024
Capital Investment Advisory Services, LLC

BUY
 -
1.01K
+ 11.71%
$38.1K - $41K
9.68K $379K
Apr 04, 2024 Q1 2024
Orrstown Financial Services Inc

Shippensburg, PA
BUY
 -
1K
+ 10.16%
$37.6K - $40.4K
10.8K $425K
May 01, 2024 Q1 2024
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
955
+ 8.19%
$35.9K - $38.6K
12.6K $494K
Apr 12, 2024 Q1 2024
Hudson Valley Investment Advisors Inc

BUY
 -
921
+ 5.43%
$34.6K - $37.2K
17.9K $700K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
914
New
$34.3K - $37K
914 $35.8K
Apr 16, 2024 Q1 2024
Alliance Wealth Advisors, LLC

BUY
 -
896
+ 5.44%
$33.6K - $36.2K
17.4K $681K
May 06, 2024 Q1 2024
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
892
+ 9.86%
$33.5K - $36.1K
9.94K $389K
May 06, 2024 Q1 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
885
+ 6.37%
$33.2K - $35.8K
14.8K $579K
May 09, 2024 Q1 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
867
+ 3.63%
$32.6K - $35.1K
24.8K $971K
May 02, 2024 Q1 2024
Good Life Advisors, LLC

BUY
 -
862
+ 2.13%
$32.4K - $34.9K
41.3K $1.62M
Apr 30, 2024 Q1 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
847
+ 4.3%
$31.8K - $34.2K
20.5K $804K
May 14, 2024 Q1 2024
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
846
New
$31.8K - $34.2K
846 $33.1K
Apr 10, 2024 Q1 2024
Bcs Wealth Management

BUY
 -
804
+ 3.37%
$30.2K - $32.5K
24.7K $966K
Apr 23, 2024 Q1 2024
Global Retirement Partners, LLC

BUY
 -
796
+ 3.05%
$29.9K - $32.2K
26.9K $1.05M
May 13, 2024 Q1 2024
Natixis

Paris, I0
BUY
 -
749
+ 6.16%
$28.1K - $30.3K
12.9K $505K
May 15, 2024 Q1 2024
Comerica Bank

BUY
 -
741
+ 1.8%
$27.8K - $30K
42K $1.64M
Apr 15, 2024 Q1 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
731
+ 19.83%
$27.4K - $29.6K
4.42K $173K
May 07, 2024 Q1 2024
Abbrea Capital, LLC

BUY
 -
729
+ 5.27%
$27.4K - $29.5K
14.6K $571K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
709
New
$26.6K - $28.7K
709 $27.8K
May 08, 2024 Q1 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
704
+ 2.71%
$26.4K - $28.5K
26.7K $1.04M
Apr 23, 2024 Q1 2024
Washington Trust CO

BUY
 -
704
New
$26.4K - $28.5K
704 $27.6K
Apr 24, 2024 Q1 2024
Nbt Bank N A

BUY
 -
700
+ 1.14%
$26.3K - $28.3K
62.1K $2.43M
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
BUY
 -
693
+ 27.05%
$26K - $28K
3.26K $128K
May 10, 2024 Q1 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
658
+ 1778.38%
$24.7K - $26.6K
695 $27.2K
Apr 24, 2024 Q1 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
649
+ 2.33%
$24.4K - $26.2K
28.5K $1.12M
Apr 17, 2024 Q1 2024
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
619
+ 9.6%
$23.2K - $25K
7.07K $277K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
615
+ 11.29%
$23.1K - $24.9K
6.06K $238K
Apr 12, 2024 Q1 2024
Northwest Investment Counselors, LLC

BUY
 -
600
New
$22.5K - $24.3K
600 $23.5K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
503
New
$18.9K - $20.3K
503 $19.7K
May 07, 2024 Q1 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
500
+ 0.74%
$18.8K - $20.2K
68.5K $2.68M

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