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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
118KNew |
$4.48M - $5.34M
|
118K
$4.62M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
117KNew |
$4.45M - $5.3M
|
117K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 22.33% |
$4.32M - $5.15M
|
622K
$24.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
114KNew |
$4.32M - $5.15M
|
114K
$4.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
108K+ 317.11% |
$4.11M - $4.9M
|
142K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 38.83% |
$4.06M - $4.84M
|
381K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
107KNew |
$4.05M - $4.84M
|
107K
$4.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
107KNew |
$4.05M - $4.84M
|
107K
$4.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
106KNew |
$4.05M - $4.83M
|
106K
$4.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
105KNew |
$3.99M - $4.76M
|
105K
$4.11M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
104K+ 26746.39% |
$3.95M - $4.71M
|
104K
$4.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
99.9KNew |
$3.8M - $4.53M
|
99.9K
$3.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
96.4K+ 54.11% |
$3.67M - $4.37M
|
275K
$10.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
88.3KNew |
$3.36M - $4.01M
|
88.3K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88.1K+ 125.89% |
$3.35M - $4M
|
158K
$6.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
82.7KNew |
$3.15M - $3.75M
|
82.7K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
80.9KNew |
$3.08M - $3.67M
|
80.9K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
78.1K+ 7.3% |
$2.97M - $3.54M
|
1.15M
$45M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76.1K+ 159.1% |
$2.9M - $3.45M
|
124K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
73.4K+ 10.01% |
$2.79M - $3.33M
|
807K
$31.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
65.7KNew |
$2.5M - $2.98M
|
65.7K
$2.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
64KNew |
$2.44M - $2.9M
|
64K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
62.7KNew |
$2.38M - $2.84M
|
62.7K
$2.46M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
58.1KNew |
$2.21M - $2.64M
|
58.1K
$2.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.1K+ 21.16% |
$2.14M - $2.55M
|
321K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
55.6K+ 188.56% |
$2.12M - $2.52M
|
85.1K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
54.6K+ 31.46% |
$2.08M - $2.48M
|
228K
$8.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
52.9K+ 14.18% |
$2.01M - $2.4M
|
426K
$16.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
47.5KNew |
$1.81M - $2.16M
|
47.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
47.4K+ 75.93% |
$1.8M - $2.15M
|
110K
$4.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
47.1K+ 196.92% |
$1.79M - $2.14M
|
71K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
44.6K+ 631.4% |
$1.7M - $2.02M
|
51.7K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44.3K+ 341.41% |
$1.69M - $2.01M
|
57.3K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
43.6KNew |
$1.66M - $1.98M
|
43.6K
$1.71M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
43.5KNew |
$1.66M - $1.97M
|
43.5K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
43.3K+ 28.17% |
$1.65M - $1.96M
|
197K
$7.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
42.9K+ 244.99% |
$1.63M - $1.95M
|
60.4K
$2.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
41.1K+ 1.4% |
$1.57M - $1.87M
|
2.99M
$117M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
39.8K+ 379.73% |
$1.51M - $1.81M
|
50.3K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
38.5K+ 25.74% |
$1.46M - $1.74M
|
188K
$7.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
37.6KNew |
$1.43M - $1.71M
|
37.6K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
36.4KNew |
$1.38M - $1.65M
|
36.4K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
36.3KNew |
$1.38M - $1.65M
|
36.3K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
35.5KNew |
$1.35M - $1.61M
|
35.5K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
34.8KNew |
$1.32M - $1.58M
|
34.8K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.7K+ 4.54% |
$1.28M - $1.53M
|
776K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
31.7KNew |
$1.21M - $1.44M
|
31.7K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
31.4K+ 12.13% |
$1.19M - $1.42M
|
290K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
29.7KNew |
$1.13M - $1.34M
|
29.7K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.3K+ 52.24% |
$1.08M - $1.28M
|
82.4K
$3.23M
|