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
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
931+ 8.95% |
$33.3K - $36.5K
|
11.3K
$462K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
917+ 7.24% |
$32.8K - $35.9K
|
13.6K
$555K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
846+ 1.93% |
$30.2K - $33.2K
|
44.7K
$1.83M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
843+ 0.25% |
$30.1K - $33K
|
342K
$14M
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
833+ 2.76% |
$29.8K - $32.7K
|
31K
$1.27M
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
794+ 12.67% |
$28.4K - $31.1K
|
7.06K
$288K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
793+ 4.32% |
$28.3K - $31.1K
|
19.2K
$782K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
759+ 2.34% |
$27.1K - $29.8K
|
33.2K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
741+ 7.85% |
$26.5K - $29K
|
10.2K
$416K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
738+ 7.55% |
$26.4K - $28.9K
|
10.5K
$429K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
731+ 23.07% |
$26.1K - $28.7K
|
3.9K
$159K
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
727+ 0.71% |
$26K - $28.5K
|
104K
$4.23M
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
719+ 1.76% |
$25.7K - $28.2K
|
41.6K
$1.7M
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
700+ 8.43% |
$25K - $27.4K
|
9K
$367K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
675+ 5.13% |
$24.1K - $26.5K
|
13.8K
$564K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
674+ 4.04% |
$24.1K - $26.4K
|
17.4K
$708K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
658+ 1.21% |
$23.5K - $25.8K
|
55.2K
$2.25M
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
625+ 2.64% |
$22.3K - $24.5K
|
24.3K
$992K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
625+ 17.1% |
$22.3K - $24.5K
|
4.28K
$175K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
600+ 8.59% |
$21.4K - $23.5K
|
7.58K
$309K
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
595+ 3.43% |
$21.3K - $23.3K
|
18K
$733K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
589+ 5.95% |
$21K - $23.1K
|
10.5K
$428K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
583+ 10.6% |
$20.8K - $22.9K
|
6.08K
$248K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
569+ 5.21% |
$20.3K - $22.3K
|
11.5K
$469K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
532+ 1.08% |
$19K - $20.9K
|
49.6K
$2.02M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
528+ 300.0% |
$18.9K - $20.7K
|
704
$28.7K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
513New |
$18.3K - $20.1K
|
513
$20.9K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
510+ 20.85% |
$18.2K - $20K
|
2.96K
$121K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
492+ 2.17% |
$17.6K - $19.3K
|
23.1K
$945K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
487New |
$17.4K - $19.1K
|
487
$19.9K
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
482+ 0.9% |
$17.2K - $18.9K
|
53.8K
$2.2M
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
478+ 4.18% |
$17.1K - $18.7K
|
11.9K
$487K
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
469+ 2.44% |
$16.8K - $18.4K
|
19.7K
$803K
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
460+ 5.34% |
$16.4K - $18K
|
9.07K
$370K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
447+ 13.56% |
$16K - $17.5K
|
3.74K
$153K
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
428+ 5.1% |
$15.3K - $16.8K
|
8.82K
$360K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
424+ 4.01% |
$15.1K - $16.6K
|
11K
$449K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
388New |
$13.9K - $15.2K
|
388
$15.8K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
380+ 5.84% |
$13.6K - $14.9K
|
6.89K
$281K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
369+ 8.42% |
$13.2K - $14.5K
|
4.75K
$194K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
360+ 1.3% |
$12.9K - $14.1K
|
28.1K
$1.15M
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
348+ 0.66% |
$12.4K - $13.6K
|
53K
$2.16M
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
346+ 1.68% |
$12.4K - $13.6K
|
21K
$855K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
329New |
$11.8K - $12.9K
|
329
$13.4K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
305+ 0.43% |
$10.9K - $12K
|
71K
$2.9M
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
289+ 1.87% |
$10.3K - $11.3K
|
15.7K
$641K
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
270+ 5.11% |
$9.65K - $10.6K
|
5.56K
$227K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
266+ 0.47% |
$9.5K - $10.4K
|
57.1K
$2.33M
|
|
Aug 14, 2024
Q2 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
250New |
$8.93K - $9.8K
|
250
$10.2K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
236+ 1.15% |
$8.43K - $9.25K
|
20.8K
$847K
|