Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
32K+ 164.68% |
$1.14M - $1.25M
|
51.4K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31.9K+ 22.53% |
$1.14M - $1.25M
|
173K
$7.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31K+ 38.76% |
$1.11M - $1.21M
|
111K
$4.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
29.5KNew |
$1.05M - $1.16M
|
29.5K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.4K+ 2.82% |
$1.01M - $1.11M
|
1.03M
$42.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
27.7KNew |
$990K - $1.09M
|
27.7K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
26K+ 15.17% |
$929K - $1.02M
|
197K
$8.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.1K+ 35.56% |
$861K - $944K
|
91.8K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
23.9K+ 58.48% |
$855K - $938K
|
64.8K
$2.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
22KNew |
$787K - $863K
|
22K
$898K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
21.9K+ 38.22% |
$784K - $860K
|
79.3K
$3.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20K+ 13.71% |
$715K - $785K
|
166K
$6.77M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
19.9KNew |
$711K - $780K
|
19.9K
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.8K+ 91.97% |
$708K - $777K
|
41.4K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.4K+ 110.4% |
$694K - $761K
|
37K
$1.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.2KNew |
$686K - $752K
|
19.2K
$783K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.2K+ 45.91% |
$685K - $751K
|
60.9K
$2.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
18.2K+ 2.8% |
$650K - $713K
|
668K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
17.3K+ 5.97% |
$619K - $679K
|
307K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
16.7K+ 119.69% |
$598K - $656K
|
30.7K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.7K+ 5.12% |
$596K - $653K
|
342K
$14M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16.5KNew |
$589K - $646K
|
16.5K
$673K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16.3K+ 257.84% |
$584K - $640K
|
22.7K
$925K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
16.2KNew |
$577K - $634K
|
16.2K
$660K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16K+ 26.03% |
$571K - $626K
|
77.3K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
15.5KNew |
$555K - $609K
|
15.5K
$634K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.5K+ 9.53% |
$554K - $608K
|
178K
$7.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.1K+ 18.08% |
$541K - $594K
|
98.9K
$4.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15.1K+ 156.66% |
$539K - $592K
|
24.7K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
15KNew |
$535K - $587K
|
15K
$612K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
14.2K+ 23.99% |
$507K - $556K
|
73.3K
$2.99M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 48.14% |
$503K - $552K
|
43.3K
$1.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.7KNew |
$489K - $537K
|
13.7K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13KNew |
$466K - $511K
|
13K
$532K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.7K+ 6.26% |
$455K - $499K
|
216K
$8.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.7K+ 6.26% |
$455K - $499K
|
216K
$8.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
12KNew |
$428K - $470K
|
12K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 1.83% |
$425K - $466K
|
662K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$410K - $449K
|
11.5K
$468K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.5KNew |
$374K - $410K
|
10.5K
$427K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 3.48% |
$368K - $404K
|
307K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.2K+ 303.98% |
$363K - $398K
|
13.5K
$551K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.73K+ 37.86% |
$348K - $381K
|
35.4K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
8.9K+ 5.5% |
$318K - $349K
|
171K
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.77K+ 76.39% |
$313K - $344K
|
20.3K
$827K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.58KNew |
$307K - $336K
|
8.58K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.55KNew |
$305K - $335K
|
8.55K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.44K+ 79.81% |
$301K - $331K
|
19K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.22K+ 23.13% |
$294K - $322K
|
43.8K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
8.22K+ 16.72% |
$294K - $322K
|
57.3K
$2.34M
|