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 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.41K- 4.01% |
$50.2K - $55.1K
|
33.7K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.43K- 7.55% |
$51.2K - $56.2K
|
17.5K
$716K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.53K- 7.25% |
$54.7K - $60.1K
|
19.6K
$800K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.54K- 7.81% |
$54.9K - $60.3K
|
18.1K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 11.32% |
$55.4K - $60.8K
|
12.1K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 9.51% |
$56K - $61.4K
|
14.9K
$609K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.61K- 11.62% |
$57.7K - $63.3K
|
12.3K
$501K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.64K- 6.66% |
$58.7K - $64.4K
|
23K
$940K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.73K- 13.66% |
$61.6K - $67.6K
|
10.9K
$445K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 16.13% |
$63.8K - $70K
|
9.28K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.85K- 1.78% |
$66K - $72.4K
|
102K
$4.16M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.87K- 1.59% |
$66.8K - $73.3K
|
116K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.9K- 7.88% |
$67.9K - $74.5K
|
22.2K
$906K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.93K- 10.09% |
$69K - $75.7K
|
17.2K
$703K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 8.21% |
$69.4K - $76.1K
|
21.7K
$886K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.98K- 6.53% |
$70.6K - $77.5K
|
28.3K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.02K- 3.6% |
$72.1K - $79.1K
|
54K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-2.07K- 2.32% |
$73.9K - $81K
|
87K
$3.55M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-2.08K- 28.49% |
$74.1K - $81.3K
|
5.21K
$213K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 2.72% |
$74.9K - $82.1K
|
74.8K
$3.05M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.1K- 25.98% |
$75K - $82.3K
|
5.98K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.1K- 15.87% |
$75.1K - $82.4K
|
11.1K
$455K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.15K- 5.0% |
$76.7K - $84.2K
|
40.8K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.18K- 11.08% |
$77.9K - $85.5K
|
17.5K
$714K
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-2.22K- 5.96% |
$79.4K - $87.1K
|
35.1K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2.25K- 16.04% |
$80.3K - $88.1K
|
11.8K
$480K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.29K- 61.32% |
$81.7K - $89.6K
|
1.44K
$58.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.31K- 49.84% |
$82.6K - $90.7K
|
2.33K
$95K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.4K- 0.84% |
$85.7K - $94K
|
284K
$11.6M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.43K- 26.99% |
$87K - $95.4K
|
6.58K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.86K- 3.04% |
$102K - $112K
|
91.3K
$3.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.93K- 3.78% |
$105K - $115K
|
74.5K
$3.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.99K- 16.3% |
$107K - $117K
|
15.3K
$626K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.01K- 17.75% |
$107K - $118K
|
13.9K
$569K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.16K- 20.45% |
$113K - $124K
|
12.3K
$502K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.2K- 6.36% |
$114K - $125K
|
47K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.22K- 2.12% |
$115K - $126K
|
149K
$6.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.36K- 43.45% |
$120K - $132K
|
4.37K
$178K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.38K- 24.28% |
$121K - $132K
|
10.5K
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.53K- 90.02% |
$126K - $138K
|
391
$16K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.58K- 36.23% |
$128K - $140K
|
6.3K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.7K- 3.16% |
$132K - $145K
|
113K
$4.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.75K- 3.13% |
$134K - $147K
|
116K
$4.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.83K- 24.9% |
$137K - $150K
|
11.5K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.85K- 19.04% |
$137K - $151K
|
16.4K
$667K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-4.16K- 41.58% |
$149K - $163K
|
5.85K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.22K- 29.78% |
$151K - $165K
|
9.95K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.34K- 3.7% |
$155K - $170K
|
113K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.38K- 29.24% |
$156K - $172K
|
10.6K
$432K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.41K- 18.35% |
$158K - $173K
|
19.6K
$800K
|