Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 6.5% |
$42.5K - $53.5K
|
19K
$775K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 0.46% |
$43.5K - $54.7K
|
295K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.36K- 0.3% |
$43.8K - $55.1K
|
450K
$18.4M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.42K- 53.97% |
$45.8K - $57.6K
|
1.21K
$49.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.45K- 21.64% |
$46.5K - $58.5K
|
5.23K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.48K- 19.94% |
$47.5K - $59.7K
|
5.92K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.49K- 7.52% |
$47.9K - $60.2K
|
18.3K
$747K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.5K- 9.78% |
$48.3K - $60.8K
|
13.8K
$565K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.6K- 14.18% |
$51.6K - $64.9K
|
9.71K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.66K- 7.26% |
$53.4K - $67.1K
|
21.2K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.66K- 6.82% |
$53.4K - $67.1K
|
22.6K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.71K- 77.44% |
$55.1K - $69.4K
|
499
$20.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.73K- 4.97% |
$55.7K - $70.1K
|
33.1K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.77K- 23.3% |
$56.8K - $71.5K
|
5.81K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 19.29% |
$57.7K - $72.6K
|
7.5K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.91K- 4.24% |
$61.4K - $77.2K
|
43K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.91K- 17.01% |
$61.5K - $77.3K
|
9.31K
$380K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.06K- 2.81% |
$66.4K - $83.6K
|
71.2K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.09K- 21.36% |
$67.3K - $84.7K
|
7.7K
$314K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.11K- 11.94% |
$67.8K - $85.3K
|
15.5K
$633K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.45K- 1.22% |
$79K - $99.4K
|
199K
$8.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.52K- 5.86% |
$81K - $102K
|
40.4K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.58K- 26.16% |
$82.9K - $104K
|
7.27K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.6K- 7.76% |
$83.8K - $105K
|
30.9K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.63K- 20.07% |
$84.7K - $107K
|
10.5K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.64K- 11.3% |
$84.9K - $107K
|
20.7K
$845K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.96K- 12.68% |
$95.3K - $120K
|
20.4K
$831K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.19K- 16.29% |
$103K - $129K
|
16.4K
$669K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.2K- 16.38% |
$103K - $129K
|
16.3K
$665K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.29K- 18.22% |
$106K - $133K
|
14.7K
$602K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.35K- 23.13% |
$108K - $136K
|
11.1K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.35K- 3.99% |
$108K - $136K
|
80.7K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.75K- 13.54% |
$121K - $152K
|
23.9K
$976K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.79K- 32.99% |
$122K - $153K
|
7.7K
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.91K- 2.79% |
$126K - $158K
|
136K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4.08K- 16.73% |
$131K - $165K
|
20.3K
$828K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-4.19K- 5.19% |
$135K - $170K
|
76.5K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.2K- 14.64% |
$135K - $170K
|
24.5K
$998K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.34K- 11.62% |
$140K - $176K
|
33K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 6.98% |
$143K - $180K
|
59.2K
$2.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-4.62K- 5.66% |
$149K - $187K
|
77.1K
$3.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.66K- 4.81% |
$150K - $189K
|
92.2K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.84K- 47.97% |
$156K - $196K
|
5.25K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5K- 26.63% |
$161K - $203K
|
13.8K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.11K- 5.68% |
$164K - $207K
|
84.7K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.4K- 4.84% |
$174K - $219K
|
106K
$4.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.46K- 18.16% |
$176K - $221K
|
24.6K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.5K- 3.62% |
$177K - $223K
|
147K
$5.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.68K- 30.62% |
$183K - $230K
|
12.9K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.68K- 4.22% |
$183K - $230K
|
129K
$5.26M
|