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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.18KNew |
$292K - $321K
|
8.18K
$334K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.86K+ 73.18% |
$281K - $308K
|
18.6K
$759K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.77K+ 4.42% |
$278K - $305K
|
183K
$7.49M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.63KNew |
$273K - $299K
|
7.63K
$311K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.58K+ 46.35% |
$271K - $297K
|
23.9K
$976K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.46K+ 10.88% |
$266K - $292K
|
76K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.41K+ 129.06% |
$265K - $290K
|
13.1K
$537K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
7.24K+ 17.26% |
$259K - $284K
|
49.2K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
7.07KNew |
$253K - $277K
|
7.07K
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.79KNew |
$243K - $266K
|
6.79K
$277K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.76K+ 40.92% |
$241K - $265K
|
23.3K
$949K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.75KNew |
$241K - $265K
|
6.75K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.62K+ 68.1% |
$236K - $259K
|
16.3K
$667K
|
|
|
Aug 09, 2024
Q2 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
6.57K+ 1.32% |
$235K - $257K
|
504K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.99KNew |
$214K - $235K
|
5.99K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.77K+ 46.16% |
$206K - $226K
|
18.3K
$745K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.54K+ 18.92% |
$198K - $217K
|
34.8K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.46KNew |
$195K - $214K
|
5.46K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.43K+ 7.6% |
$194K - $213K
|
76.9K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.4KNew |
$193K - $212K
|
5.4K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.37KNew |
$192K - $211K
|
5.37K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.29KNew |
$189K - $207K
|
5.29K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.24KNew |
$187K - $205K
|
5.24K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.04K+ 12.05% |
$180K - $197K
|
46.9K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.04K+ 52.04% |
$180K - $197K
|
14.7K
$600K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.86K+ 121.86% |
$174K - $190K
|
8.84K
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.82K+ 14.95% |
$172K - $189K
|
37K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.79K+ 5.43% |
$171K - $188K
|
92.9K
$3.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.69K+ 43.08% |
$168K - $184K
|
15.6K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.52K+ 3.36% |
$162K - $177K
|
139K
$5.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.46K+ 8.71% |
$159K - $175K
|
55.7K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.36K+ 3.21% |
$156K - $171K
|
140K
$5.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.33K+ 2.31% |
$155K - $170K
|
191K
$7.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.09K+ 9.11% |
$146K - $160K
|
48.9K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.97K+ 4.54% |
$142K - $156K
|
91.4K
$3.73M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.84K+ 9.83% |
$137K - $151K
|
42.9K
$1.75M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.76K+ 0.82% |
$134K - $148K
|
462K
$18.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.62K+ 8.77% |
$129K - $142K
|
44.9K
$1.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.58K+ 3.02% |
$128K - $140K
|
122K
$4.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.57K+ 3.6% |
$127K - $140K
|
103K
$4.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.43K+ 21.97% |
$123K - $135K
|
19.1K
$778K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.17K+ 21.17% |
$113K - $124K
|
18.1K
$740K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.97K+ 17.21% |
$106K - $116K
|
20.2K
$824K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.94K+ 6.81% |
$105K - $115K
|
46.1K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.93K+ 1.35% |
$105K - $115K
|
220K
$8.98M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.84K+ 15.17% |
$102K - $111K
|
21.6K
$881K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.79K+ 19.74% |
$99.6K - $109K
|
16.9K
$690K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.74K+ 18.77% |
$97.7K - $107K
|
17.3K
$706K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.64K+ 2.71% |
$94.2K - $103K
|
99.9K
$4.08M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.63K+ 11.9% |
$94K - $103K
|
24.8K
$1.01M
|