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 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.79K- 7.77% |
$68.1K - $81.2K
|
21.2K
$832K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.81K- 6.49% |
$69K - $82.2K
|
26.1K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.88K- 11.61% |
$71.4K - $85.1K
|
14.3K
$560K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.07K- 0.96% |
$78.7K - $93.8K
|
214K
$8.38M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-2.17K- 2.49% |
$82.4K - $98.2K
|
84.9K
$3.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.23K- 29.52% |
$84.8K - $101K
|
5.32K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 4.12% |
$85.2K - $102K
|
52.1K
$2.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.31K- 7.51% |
$87.7K - $105K
|
28.4K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.36K- 19.78% |
$89.7K - $107K
|
9.57K
$375K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.45K- 21.43% |
$93K - $111K
|
8.97K
$351K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.45K- 0.85% |
$93.1K - $111K
|
287K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.45K- 28.13% |
$93.2K - $111K
|
6.26K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.5K- 2.05% |
$95.2K - $114K
|
119K
$4.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-2.52K- 12.68% |
$95.9K - $114K
|
17.4K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.11K- 16.52% |
$118K - $141K
|
15.7K
$615K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.14K- 2.64% |
$119K - $142K
|
116K
$4.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.22K- 5.1% |
$122K - $146K
|
59.9K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.48K- 72.77% |
$132K - $158K
|
1.3K
$51K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-3.51K- 2.54% |
$134K - $159K
|
135K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.68K- 34.73% |
$140K - $167K
|
6.91K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.73K- 24.05% |
$142K - $169K
|
11.8K
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.89K- 5.76% |
$148K - $176K
|
63.6K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3.97K- 5.79% |
$151K - $180K
|
64.6K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.01K- 4.21% |
$153K - $182K
|
91.4K
$3.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-4.11K- 6.66% |
$156K - $187K
|
57.7K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.26K- 4.16% |
$162K - $193K
|
98.3K
$3.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.52K- 30.59% |
$172K - $205K
|
10.3K
$402K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.64K- 98.81% |
$177K - $211K
|
56
$2.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5K- 11.67% |
$190K - $227K
|
37.9K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-5.4K- 22.21% |
$206K - $245K
|
18.9K
$742K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.53K- 23.05% |
$210K - $251K
|
18.5K
$723K
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-5.87K- 1.16% |
$223K - $266K
|
499K
$19.5M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.92K- 94.51% |
$225K - $268K
|
344
$13.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6.2K- 5.26% |
$236K - $281K
|
112K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.5K- 47.19% |
$247K - $295K
|
7.28K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.23K- 6.39% |
$275K - $328K
|
106K
$4.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-7.38K- 14.62% |
$281K - $335K
|
43.1K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.49K- 2.44% |
$285K - $340K
|
299K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.56K- 28.98% |
$288K - $343K
|
18.5K
$726K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.58K- 7.94% |
$288K - $344K
|
87.9K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.61K- 27.6% |
$289K - $345K
|
20K
$782K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-7.91K- 38.11% |
$301K - $359K
|
12.9K
$504K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.22K- 7.43% |
$313K - $373K
|
102K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 49.37% |
$383K - $457K
|
10.3K
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-10.2K- 58.32% |
$389K - $464K
|
7.31K
$286K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.7K- 9.21% |
$406K - $484K
|
105K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.9K- 23.52% |
$413K - $493K
|
35.3K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-11K- 16.97% |
$419K - $499K
|
53.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-11.1K- 3.42% |
$421K - $502K
|
312K
$12.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-11.7K- 16.93% |
$443K - $529K
|
57.2K
$2.24M
|