Purchases and Sales Made in Q3 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 Q3 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 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-494- 3.53% |
$18.8K - $22.4K
|
13.5K
$529K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-511- 0.86% |
$19.4K - $23.2K
|
58.7K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-525- 1.42% |
$20K - $23.8K
|
36.5K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-532- 2.79% |
$20.2K - $24.1K
|
18.5K
$726K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-533- 0.28% |
$20.3K - $24.2K
|
190K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-538- 2.32% |
$20.5K - $24.4K
|
22.6K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-569- 5.18% |
$21.6K - $25.8K
|
10.4K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 3.03% |
$22.8K - $27.2K
|
19.2K
$751K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-619- 0.28% |
$23.5K - $28.1K
|
219K
$8.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-645- 6.33% |
$24.5K - $29.3K
|
9.54K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-695- 0.41% |
$26.4K - $31.5K
|
170K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-696- 1.66% |
$26.5K - $31.6K
|
41.2K
$1.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-699- 11.09% |
$26.6K - $31.7K
|
5.6K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-702- 3.41% |
$26.7K - $31.8K
|
19.9K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-721- 10.03% |
$27.4K - $32.7K
|
6.47K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-743- 7.07% |
$28.3K - $33.7K
|
9.76K
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-754- 12.77% |
$28.7K - $34.2K
|
5.15K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-789- 11.61% |
$30K - $35.8K
|
6K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-804- 9.09% |
$30.6K - $36.5K
|
8.04K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-824- 2.21% |
$31.3K - $37.4K
|
36.5K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-856- 14.64% |
$32.6K - $38.8K
|
4.99K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-884- 1.48% |
$33.6K - $40.1K
|
58.9K
$2.31M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-899- 9.69% |
$34.2K - $40.8K
|
8.38K
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-900- 2.1% |
$34.2K - $40.8K
|
42K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-903- 0.9% |
$34.4K - $41K
|
99K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-906- 9.11% |
$34.5K - $41.1K
|
9.03K
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-958- 7.79% |
$36.4K - $43.5K
|
11.3K
$444K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-977- 2.09% |
$37.2K - $44.3K
|
45.9K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-989- 2.21% |
$37.6K - $44.9K
|
43.8K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.01K- 10.84% |
$38.4K - $45.8K
|
8.31K
$325K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.04K- 84.97% |
$39.6K - $47.2K
|
184
$7.21K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.06K- 15.64% |
$40.4K - $48.1K
|
5.72K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.14K- 1.44% |
$43.4K - $51.7K
|
78.1K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 1.31% |
$45.6K - $54.4K
|
90.2K
$3.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.22K- 8.5% |
$46.2K - $55.1K
|
13.1K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 3.6% |
$46.4K - $55.4K
|
32.7K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.23K- 15.8% |
$46.7K - $55.7K
|
6.54K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.32K- 8.44% |
$50.1K - $59.7K
|
14.3K
$559K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.37K- 9.27% |
$52.1K - $62.1K
|
13.4K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 11.88% |
$54.9K - $65.5K
|
10.7K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.48K- 15.54% |
$56.2K - $67K
|
8.03K
$315K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.49K- 0.54% |
$56.8K - $67.8K
|
276K
$10.8M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 13.67% |
$56.9K - $67.9K
|
9.45K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.51K- 7.21% |
$57.5K - $68.6K
|
19.5K
$762K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.56K- 67.74% |
$59.4K - $70.9K
|
744
$29.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.58K- 15.03% |
$60.2K - $71.8K
|
8.95K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-1.7K- 1.64% |
$64.7K - $77.2K
|
102K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.75K- 10.08% |
$66.5K - $79.3K
|
15.6K
$611K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.76K- 69.31% |
$66.9K - $79.8K
|
779
$30.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.79K- 3.97% |
$67.9K - $81K
|
43.1K
$1.69M
|