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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
232+ 0.69% |
$8.29K - $9.09K
|
33.9K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
231+ 1.18% |
$8.25K - $9.06K
|
19.8K
$808K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
230New |
$8.22K - $9.02K
|
230
$9.39K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
224New |
$8K - $8.78K
|
224
$9.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
215New |
$7.68K - $8.43K
|
215
$8.77K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
207+ 1.54% |
$7.4K - $8.11K
|
13.7K
$559K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 1.76% |
$7.15K - $7.84K
|
11.6K
$472K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
193New |
$6.9K - $7.57K
|
193
$7.88K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
189New |
$6.75K - $7.41K
|
189
$7.71K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
180+ 1.42% |
$6.43K - $7.06K
|
12.9K
$525K
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
BUY
|
- |
176+ 3.07% |
$6.29K - $6.9K
|
5.9K
$241K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
169+ 2.79% |
$6.04K - $6.62K
|
6.24K
$255K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
155New |
$5.54K - $6.08K
|
155
$6.33K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
151+ 7.32% |
$5.4K - $5.92K
|
2.22K
$90.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 20.98% |
$5.36K - $5.88K
|
865
$35.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
145+ 0.15% |
$5.18K - $5.68K
|
96.4K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
143+ 0.09% |
$5.11K - $5.61K
|
163K
$6.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
139+ 375.68% |
$4.97K - $5.45K
|
176
$7.18K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
125+ 1.77% |
$4.47K - $4.9K
|
7.19K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
124New |
$4.43K - $4.86K
|
124
$5.06K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
117+ 2.55% |
$4.18K - $4.59K
|
4.7K
$192K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
111+ 0.42% |
$3.97K - $4.35K
|
26.8K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
111+ 0.42% |
$3.97K - $4.35K
|
26.8K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
110+ 0.91% |
$3.93K - $4.31K
|
12.3K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
108+ 0.37% |
$3.86K - $4.23K
|
29.5K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
83+ 1.37% |
$2.97K - $3.25K
|
6.16K
$251K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
80New |
$2.86K - $3.14K
|
80
$3.26K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
77+ 0.08% |
$2.75K - $3.02K
|
97.7K
$3.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
72New |
$2.57K - $2.82K
|
72
$2.94K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
69+ 1.03% |
$2.47K - $2.7K
|
6.78K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
68+ 46.26% |
$2.43K - $2.67K
|
215
$8.77K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66+ 1.23% |
$2.36K - $2.59K
|
5.44K
$222K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
65New |
$2.32K - $2.55K
|
65
$2.65K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
63+ 787.5% |
$2.25K - $2.47K
|
71
$2.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56+ 136.59% |
$2K - $2.2K
|
97
$3.96K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
51+ 0.96% |
$1.82K - $2K
|
5.39K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
45New |
$1.61K - $1.76K
|
45
$1.84K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
44+ 112.82% |
$1.57K - $1.72K
|
83
$3.39K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
38+ 0.37% |
$1.36K - $1.49K
|
10.4K
$423K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34+ 0.56% |
$1.21K - $1.33K
|
6.1K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
31New |
$1.11K - $1.22K
|
31
$1.27K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$929 - $1.02K
|
26
$1.06K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
18+ 0.29% |
$643 - $706
|
6.14K
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
10+ 0.08% |
$357 - $392
|
12.1K
$493K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.3% |
$214 - $235
|
2.01K
$82.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 0.27% |
$179 - $196
|
1.88K
$76.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.84% |
$179 - $196
|
601
$24.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 0.58% |
$143 - $157
|
694
$28.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.05% |
$143 - $157
|
384
$15.7K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.13% |
$71.5 - $78.4
|
179
$7.3K
|