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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6K- 25.94% |
$193K - $243K
|
17.1K
$699K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-6K- 24.13% |
$193K - $243K
|
18.9K
$770K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.06K- 37.84% |
$195K - $245K
|
9.95K
$406K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-6.31KClosed |
$203K - $255K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-6.4K- 49.86% |
$206K - $259K
|
6.44K
$263K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6.61K- 41.56% |
$213K - $268K
|
9.29K
$379K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6.61K- 41.56% |
$213K - $268K
|
9.29K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.62K- 46.4% |
$213K - $268K
|
7.64K
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-6.66K- 8.14% |
$215K - $270K
|
75.2K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.91K- 14.35% |
$222K - $280K
|
41.2K
$1.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.45K- 39.62% |
$240K - $302K
|
11.4K
$464K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.59KClosed |
$244K - $308K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.66K- 23.36% |
$247K - $310K
|
25.1K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.73K- 32.93% |
$249K - $313K
|
15.7K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.77K- 4.38% |
$250K - $315K
|
170K
$6.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.09K- 30.92% |
$260K - $328K
|
18.1K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-8.13K- 64.26% |
$262K - $329K
|
4.52K
$184K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.63K- 10.47% |
$278K - $349K
|
73.8K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.99K- 6.48% |
$289K - $364K
|
130K
$5.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-9.5K- 47.87% |
$306K - $385K
|
10.3K
$422K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.71K- 15.77% |
$313K - $393K
|
51.9K
$2.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 28.5% |
$335K - $421K
|
26.1K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 1.69% |
$359K - $451K
|
649K
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-11.8K- 27.9% |
$380K - $478K
|
30.5K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-11.9K- 49.57% |
$384K - $483K
|
12.1K
$495K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-12K- 37.33% |
$386K - $486K
|
20.1K
$822K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-12.5K- 10.71% |
$403K - $507K
|
104K
$4.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.6K- 8.29% |
$407K - $512K
|
140K
$5.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-13.1K- 45.43% |
$423K - $532K
|
15.8K
$643K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-13.5K- 59.55% |
$435K - $548K
|
9.19K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 31.5% |
$453K - $571K
|
30.6K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.3K- 2.42% |
$460K - $579K
|
575K
$23.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.8K- 63.02% |
$477K - $600K
|
8.7K
$355K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-14.9K- 15.43% |
$479K - $603K
|
81.5K
$3.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.5K- 4.79% |
$498K - $627K
|
308K
$12.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15.7K- 5.91% |
$504K - $634K
|
249K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-16K- 9.04% |
$514K - $646K
|
160K
$6.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-16.3K- 22.59% |
$524K - $659K
|
55.8K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-16.3K- 68.44% |
$525K - $661K
|
7.52K
$307K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16.7K- 46.73% |
$539K - $678K
|
19.1K
$778K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17K- 2.74% |
$548K - $689K
|
603K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.3K- 5.62% |
$590K - $742K
|
308K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.7K- 27.72% |
$601K - $756K
|
48.7K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18.7K- 18.55% |
$603K - $758K
|
82.2K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-18.9K- 16.26% |
$608K - $765K
|
97.2K
$3.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-20.9K- 26.75% |
$674K - $848K
|
57.3K
$2.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21.3K- 59.02% |
$687K - $864K
|
14.8K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.3K- 59.02% |
$687K - $864K
|
14.8K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 4.9% |
$701K - $882K
|
422K
$17.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-22.5K- 7.18% |
$725K - $912K
|
291K
$11.9M
|