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 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-724- 0.62% |
$24.3K - $28.2K
|
117K
$5.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-823- 9.87% |
$27.7K - $32.1K
|
7.51K
$323K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-843- 1.43% |
$28.3K - $32.9K
|
58.3K
$2.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-844- 3.56% |
$28.4K - $32.9K
|
22.8K
$982K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-857- 2.32% |
$28.8K - $33.4K
|
36.2K
$1.55M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-857- 2.32% |
$28.8K - $33.4K
|
36.2K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-865- 2.0% |
$29.1K - $33.7K
|
42.3K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-865- 0.85% |
$29.1K - $33.7K
|
101K
$4.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-920- 5.97% |
$30.9K - $35.9K
|
14.5K
$623K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-966- 37.23% |
$32.5K - $37.6K
|
1.63K
$70K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-998- 3.26% |
$33.5K - $38.9K
|
29.6K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.01K- 15.81% |
$33.8K - $39.2K
|
5.35K
$230K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.78% |
$34K - $39.4K
|
55.7K
$2.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.03K- 3.9% |
$34.7K - $40.3K
|
25.5K
$1.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.07K- 0.53% |
$36K - $41.8K
|
202K
$8.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.09K- 0.24% |
$36.7K - $42.6K
|
451K
$19.4M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.12K- 3.38% |
$37.7K - $43.8K
|
32.1K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.15K- 90.48% |
$38.6K - $44.8K
|
121
$5.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.16K- 2.56% |
$39.1K - $45.3K
|
44.2K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.18K- 93.15% |
$39.8K - $46.1K
|
87
$3.74K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.23K- 6.22% |
$41.4K - $48K
|
18.5K
$797K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.26K- 4.16% |
$42.2K - $48.9K
|
28.9K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.31K- 30.99% |
$44.1K - $51.2K
|
2.92K
$126K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.32K- 1.63% |
$44.5K - $51.6K
|
80K
$3.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35K- 9.95% |
$45.3K - $52.5K
|
12.2K
$524K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.39K- 26.25% |
$46.7K - $54.2K
|
3.91K
$168K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 5.19% |
$47.8K - $55.5K
|
26K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.45K- 5.36% |
$48.8K - $56.5K
|
25.6K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.48K- 13.92% |
$49.7K - $57.6K
|
9.14K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.49K- 9.63% |
$50.2K - $58.2K
|
14K
$602K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.5K- 41.22% |
$50.2K - $58.3K
|
2.13K
$91.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.52K- 3.42% |
$51.2K - $59.4K
|
43K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.62K- 7.4% |
$54.5K - $63.2K
|
20.3K
$873K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.7K- 6.65% |
$57.1K - $66.2K
|
23.9K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.7K- 13.56% |
$57.2K - $66.4K
|
10.9K
$467K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.88K- 4.25% |
$63.1K - $73.1K
|
42.3K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-2.02K- 2.17% |
$67.8K - $78.6K
|
91K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.07K- 21.85% |
$69.5K - $80.6K
|
7.4K
$318K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.13K- 4.77% |
$71.5K - $82.9K
|
42.4K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 20.18% |
$72.6K - $84.2K
|
8.54K
$367K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.17K- 12.36% |
$73K - $84.7K
|
15.4K
$662K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.27K- 10.38% |
$76.2K - $88.4K
|
19.6K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.38K- 1.78% |
$79.8K - $92.6K
|
131K
$5.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.39K- 2.81% |
$80.3K - $93.1K
|
82.7K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 2.85% |
$84K - $97.4K
|
85.3K
$3.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.76K- 3.27% |
$92.7K - $108K
|
81.7K
$3.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.97K- 10.2% |
$99.9K - $116K
|
26.2K
$1.12M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.11K- 75.09% |
$105K - $121K
|
1.03K
$44.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.2K- 19.63% |
$108K - $125K
|
13.1K
$563K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3.24K- 59.39% |
$109K - $126K
|
2.21K
$95.1K
|