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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
494+ 1.81% |
$18.5K - $20K
|
27.8K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
471+ 193.03% |
$17.7K - $19K
|
715
$28K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
432+ 4.12% |
$16.2K - $17.5K
|
10.9K
$428K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
429+ 1.23% |
$16.1K - $17.3K
|
35.3K
$1.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
416+ 5.4% |
$15.6K - $16.8K
|
8.12K
$318K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
416+ 4.1% |
$15.6K - $16.8K
|
10.6K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
401+ 3.26% |
$15.1K - $16.2K
|
12.7K
$497K
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
399+ 0.63% |
$15K - $16.1K
|
63.9K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
397+ 6.03% |
$14.9K - $16.1K
|
6.98K
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
391+ 4.2% |
$14.7K - $15.8K
|
9.7K
$380K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
383+ 2.03% |
$14.4K - $15.5K
|
19.3K
$755K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
380+ 7.24% |
$14.3K - $15.4K
|
5.63K
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
377+ 1047.22% |
$14.2K - $15.2K
|
413
$16.2K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
367New |
$13.8K - $14.8K
|
367
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
363+ 20.63% |
$13.6K - $14.7K
|
2.12K
$83.2K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
354+ 5.61% |
$13.3K - $14.3K
|
6.66K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
339+ 1.67% |
$12.7K - $13.7K
|
20.6K
$809K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
328+ 334.69% |
$12.3K - $13.3K
|
426
$16.7K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
325New |
$12.2K - $13.1K
|
325
$12.7K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
320+ 0.42% |
$12K - $12.9K
|
77.4K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
312+ 0.14% |
$11.7K - $12.6K
|
219K
$8.57M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
310+ 1.83% |
$11.6K - $12.5K
|
17.2K
$675K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
304+ 3.13% |
$11.4K - $12.3K
|
10K
$392K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
303+ 0.78% |
$11.4K - $12.3K
|
39.1K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
285+ 0.37% |
$10.7K - $11.5K
|
77.3K
$3.03M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
274+ 6.64% |
$10.3K - $11.1K
|
4.4K
$172K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
258+ 0.35% |
$9.69K - $10.4K
|
73.1K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
252+ 1.19% |
$9.46K - $10.2K
|
21.5K
$841K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
250+ 2.25% |
$9.39K - $10.1K
|
11.4K
$445K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
248+ 59.47% |
$9.31K - $10K
|
665
$26.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
224New |
$8.41K - $9.06K
|
224
$8.78K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
214+ 2.3% |
$8.04K - $8.65K
|
9.52K
$373K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
204+ 6.6% |
$7.66K - $8.25K
|
3.3K
$129K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
203+ 0.52% |
$7.62K - $8.21K
|
38.9K
$1.52M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
196+ 0.36% |
$7.36K - $7.92K
|
54.3K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
194+ 0.86% |
$7.28K - $7.84K
|
22.8K
$894K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
192+ 2.17% |
$7.21K - $7.76K
|
9.05K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
181+ 2.65% |
$6.8K - $7.32K
|
7K
$274K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
177New |
$6.65K - $7.16K
|
177
$6.93K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
168+ 0.91% |
$6.31K - $6.79K
|
18.7K
$731K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
167+ 0.54% |
$6.27K - $6.75K
|
30.9K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
161+ 0.49% |
$6.05K - $6.51K
|
33.3K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
154+ 4.02% |
$5.78K - $6.23K
|
3.99K
$156K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144+ 423.53% |
$5.41K - $5.82K
|
178
$6.97K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
141+ 1.06% |
$5.29K - $5.7K
|
13.5K
$528K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
138+ 114.05% |
$5.18K - $5.58K
|
259
$10.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
128+ 1.49% |
$4.81K - $5.18K
|
8.71K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
126+ 600.0% |
$4.73K - $5.09K
|
147
$5.76K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
125+ 5.76% |
$4.69K - $5.05K
|
2.3K
$89.9K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
123+ 1.32% |
$4.62K - $4.97K
|
9.45K
$370K
|