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 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.62K+ 14.71% |
$93.5K - $103K
|
20.4K
$833K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.58K+ 2.97% |
$92.1K - $101K
|
89.5K
$3.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.55K+ 16.16% |
$91.1K - $99.9K
|
18.3K
$748K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.55K+ 31.33% |
$90.9K - $99.8K
|
10.7K
$435K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.54KNew |
$90.7K - $99.5K
|
2.54K
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.49K+ 0.79% |
$89.1K - $97.7K
|
317K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.48K+ 108.95% |
$88.7K - $97.3K
|
4.76K
$194K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2.39K+ 0.64% |
$85.4K - $93.7K
|
373K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.37K+ 5.55% |
$84.5K - $92.7K
|
45K
$1.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.31K+ 2.21% |
$82.4K - $90.4K
|
107K
$4.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.21K+ 3.74% |
$79.1K - $86.7K
|
61.3K
$2.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 27.76% |
$76.6K - $84K
|
9.86K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.06K+ 26.37% |
$73.6K - $80.8K
|
9.87K
$403K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.01K+ 6.66% |
$71.9K - $78.9K
|
32.2K
$1.31M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.98K+ 22.07% |
$70.7K - $77.5K
|
10.9K
$447K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.96K+ 5.79% |
$69.9K - $76.6K
|
35.7K
$1.46M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.96K+ 3.98% |
$69.9K - $76.6K
|
51.1K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.93K+ 1.65% |
$69.1K - $75.8K
|
119K
$4.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.9K+ 27.13% |
$67.7K - $74.3K
|
8.88K
$363K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.83K+ 2.64% |
$65.2K - $71.5K
|
70.9K
$2.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.79K+ 0.06% |
$64.1K - $70.3K
|
2.92M
$119M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.79K+ 5.38% |
$64K - $70.2K
|
35.1K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 5.89% |
$63.9K - $70.1K
|
32.1K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.67K+ 8.14% |
$59.5K - $65.3K
|
22.1K
$902K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.59K+ 12.81% |
$56.8K - $62.3K
|
14K
$571K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.55K+ 15.74% |
$55.5K - $60.8K
|
11.4K
$466K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.54K+ 17.5% |
$55K - $60.3K
|
10.3K
$422K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.5K+ 22.58% |
$53.7K - $59K
|
8.17K
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4KNew |
$49.9K - $54.8K
|
1.4K
$57K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.38K+ 14.13% |
$49.4K - $54.2K
|
11.2K
$456K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.38KNew |
$49.3K - $54.1K
|
1.38K
$56.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.33K+ 2.86% |
$47.4K - $52K
|
47.7K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 3.68% |
$46.4K - $51K
|
36.6K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.25K+ 17.53% |
$44.5K - $48.8K
|
8.35K
$341K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 28.31% |
$44.5K - $48.8K
|
5.64K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.24K+ 12.09% |
$44.3K - $48.6K
|
11.5K
$470K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.24K+ 12.59% |
$44.1K - $48.4K
|
11K
$451K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.23K+ 12.36% |
$43.9K - $48.1K
|
11.2K
$456K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.22K+ 4.37% |
$43.4K - $47.6K
|
29K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.21K+ 7.41% |
$43.2K - $47.4K
|
17.5K
$715K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1.2K+ 0.42% |
$42.8K - $47K
|
289K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.18K+ 5.35% |
$42K - $46.1K
|
23.2K
$946K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.16K+ 3.2% |
$41.3K - $45.3K
|
37.3K
$1.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.15K+ 100.17% |
$41.2K - $45.2K
|
2.31K
$94.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1.05K+ 1.68% |
$37.3K - $41K
|
63.2K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.04K+ 5.99% |
$37.1K - $40.7K
|
18.3K
$749K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.01K+ 3.91% |
$35.9K - $39.4K
|
26.7K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1K+ 9.22% |
$35.7K - $39.2K
|
11.8K
$483K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
968+ 5.19% |
$34.6K - $37.9K
|
19.6K
$801K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
955+ 2.45% |
$34.1K - $37.4K
|
39.9K
$1.63M
|