Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.42K+ 17.37% |
$115K - $133K
|
23.1K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.33K+ 17.37% |
$112K - $130K
|
22.5K
$968K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.25K+ 9.77% |
$109K - $126K
|
36.5K
$1.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.23K+ 21.56% |
$109K - $126K
|
18.2K
$783K
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.18K+ 2.81% |
$107K - $124K
|
116K
$4.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.14KNew |
$106K - $123K
|
3.14K
$135K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.83K+ 24.76% |
$95.1K - $110K
|
14.3K
$613K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.8K+ 6.58% |
$94K - $109K
|
45.4K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.63K+ 7.75% |
$88.2K - $102K
|
36.5K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.58K+ 9.92% |
$86.8K - $101K
|
28.6K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.52K+ 2.81% |
$84.6K - $98.1K
|
92.1K
$3.96M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
2.44K+ 9.7% |
$81.9K - $95K
|
27.6K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.38K+ 4.91% |
$79.8K - $92.6K
|
50.8K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.3K+ 9.07% |
$77.2K - $89.6K
|
27.7K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
2.27K+ 0.67% |
$76.1K - $88.3K
|
338K
$14.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.16K+ 39.14% |
$72.4K - $84K
|
7.66K
$329K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$72K - $83.6K
|
2.14K
$92.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.12K+ 27.56% |
$71.1K - $82.5K
|
9.8K
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.92K+ 23.92% |
$64.6K - $74.9K
|
9.96K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 2.15% |
$63.9K - $74.1K
|
90.3K
$3.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.85K+ 2.58% |
$62K - $71.9K
|
73.3K
$3.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 10.58% |
$59.1K - $68.5K
|
18.4K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.71K+ 11.17% |
$57.3K - $66.5K
|
17K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.66K+ 23657.14% |
$55.6K - $64.5K
|
1.66K
$71.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.61K+ 13.71% |
$54K - $62.6K
|
13.3K
$573K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.57K+ 3348.94% |
$52.9K - $61.3K
|
1.62K
$69.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.57K+ 16.23% |
$52.7K - $61.1K
|
11.2K
$482K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.52K+ 63.9% |
$51.1K - $59.3K
|
3.9K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.48K+ 20.8% |
$49.9K - $57.8K
|
8.62K
$370K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.46K+ 0.72% |
$49.1K - $56.9K
|
205K
$8.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.44K+ 3.46% |
$48.2K - $56K
|
42.9K
$1.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.38K+ 16.6% |
$46.5K - $53.9K
|
9.72K
$418K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.36K+ 9.83% |
$45.7K - $53K
|
15.2K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.24K+ 1.3% |
$41.6K - $48.2K
|
96.4K
$4.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.24K+ 4.82% |
$41.5K - $48.1K
|
26.9K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.23K+ 17.69% |
$41.4K - $48K
|
8.19K
$352K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.22K+ 3.35% |
$41K - $47.5K
|
37.6K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.2K+ 12.1% |
$40.3K - $46.8K
|
11.1K
$478K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.18K+ 20.41% |
$39.6K - $45.9K
|
6.95K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 1.18% |
$38.6K - $44.7K
|
98.3K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.1K+ 3.3% |
$37K - $42.9K
|
34.4K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$36.3K - $42K
|
1.08K
$46.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.07K+ 1.15% |
$35.9K - $41.6K
|
94K
$4.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.05KNew |
$35.3K - $40.9K
|
1.05K
$45.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.03K+ 21.78% |
$34.4K - $39.9K
|
5.73K
$246K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
1.01K+ 7.23% |
$33.8K - $39.2K
|
14.9K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
996+ 12.16% |
$33.5K - $38.8K
|
9.19K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
933+ 3.21% |
$31.3K - $36.4K
|
30K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
878+ 5.79% |
$29.5K - $34.2K
|
16K
$690K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
788+ 7.43% |
$26.5K - $30.7K
|
11.4K
$489K
|