Purchases and Sales Made in Q3 2023 in Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Tr Real Est (XLRE) during Q3 2023. 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
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
9.38K
New
$315K - $366K
9.38K $403K
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
9.22K
New
$310K - $359K
9.22K $396K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
9.17K
+ 65.39%
$308K - $357K
23.2K $997K
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
9.02K
+ 29.71%
$303K - $352K
39.4K $1.69M
Oct 19, 2023 Q3 2023
Scott Capital Advisors, LLC

BUY
 -
8.93K
+ 38.24%
$300K - $348K
32.3K $1.39M
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
8.84K
New
$297K - $345K
8.84K $380K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.77K
+ 70.23%
$295K - $342K
21.3K $914K
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
8.75K
+ 29.05%
$294K - $341K
38.9K $1.67M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
8.67K
+ 92.85%
$291K - $338K
18K $774K
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
8.54K
New
$287K - $333K
8.54K $367K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
8.18K
+ 6.12%
$275K - $319K
142K $6.09M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
8.18K
+ 3.19%
$275K - $319K
265K $11.4M
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
7.66K
+ 65.24%
$257K - $298K
19.4K $833K
Oct 31, 2023 Q3 2023
Kaizen Financial Strategies

BUY
 -
7.58K
New
$255K - $295K
7.58K $326K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
7.23K
+ 920.89%
$243K - $282K
8.01K $344K
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
6.97K
+ 31.72%
$234K - $272K
28.9K $1.24M
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

BUY
 -
6.78K
+ 26.04%
$228K - $264K
32.8K $1.41M
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
6.64K
+ 3.4%
$223K - $259K
202K $8.68M
Oct 27, 2023 Q3 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
6.61K
New
$222K - $258K
6.61K $284K
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
6.61K
+ 104.7%
$222K - $258K
12.9K $556K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
6.61K
+ 71.1%
$222K - $257K
15.9K $683K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
6.6K
New
$222K - $257K
6.6K $284K
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
6.57K
New
$221K - $256K
6.57K $282K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
6.49K
+ 32.28%
$218K - $253K
26.6K $1.14M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
6.35K
New
$213K - $248K
6.35K $273K
Mar 29, 2024 Q3 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
6.31K
New
$212K - $246K
6.31K $271K
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
6.12K
New
$206K - $238K
6.12K $263K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
6K
+ 168.92%
$202K - $234K
9.55K $411K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
5.9K
New
$198K - $230K
5.9K $254K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
5.76K
+ 51.71%
$194K - $225K
16.9K $726K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
5.67K
+ 7.48%
$190K - $221K
81.4K $3.5M
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
4.83K
+ 41.82%
$162K - $188K
16.4K $705K
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
4.83K
+ 74.89%
$162K - $188K
11.3K $484K
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
4.83K
+ 74.89%
$162K - $188K
11.3K $484K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
4.59K
+ 4.98%
$154K - $179K
96.6K $4.15M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
4.27K
+ 46.68%
$143K - $166K
13.4K $576K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
4.26K
+ 98.32%
$143K - $166K
8.6K $370K
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
4.16K
+ 20.58%
$140K - $162K
24.4K $1.05M
Nov 06, 2023 Q3 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
4.08K
+ 5.25%
$137K - $159K
81.8K $3.52M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
4.06K
+ 66.9%
$137K - $158K
10.1K $436K
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
4K
+ 6.98%
$134K - $156K
61.2K $2.63M
Oct 25, 2023 Q3 2023
Providence First Trust CO

BUY
 -
3.8K
+ 28.1%
$128K - $148K
17.3K $743K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
3.76K
+ 23.49%
$126K - $147K
19.8K $850K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
3.62K
+ 27.1%
$121K - $141K
17K $729K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
3.55K
+ 32.63%
$119K - $138K
14.4K $620K
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
3.55K
+ 5.17%
$119K - $138K
72.1K $3.1M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
3.54K
+ 17.2%
$119K - $138K
24.1K $1.04M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
3.53K
+ 18.78%
$119K - $138K
22.3K $959K
Oct 18, 2023 Q3 2023
Waller Financial Planning Group, Inc

BUY
 -
3.5K
+ 0.74%
$118K - $136K
478K $20.6M

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