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 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
80.8KNew |
$2.6M - $3.27M
|
80.8K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.9K+ 22.34% |
$2.51M - $3.15M
|
427K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
76.5K+ 11.01% |
$2.46M - $3.1M
|
771K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
74.6KNew |
$2.4M - $3.02M
|
74.6K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
73.3KNew |
$2.36M - $2.97M
|
73.3K
$2.99M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
72.8KNew |
$2.34M - $2.95M
|
72.8K
$2.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72.5K+ 10.74% |
$2.33M - $2.93M
|
747K
$30.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
71.8K+ 25.95% |
$2.31M - $2.91M
|
348K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
68KNew |
$2.19M - $2.75M
|
68K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
67.4KNew |
$2.17M - $2.73M
|
67.4K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.7KNew |
$2.12M - $2.66M
|
65.7K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
63.5KNew |
$2.04M - $2.57M
|
63.5K
$2.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
63.3K+ 70.31% |
$2.04M - $2.57M
|
153K
$6.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
62.9K+ 569.53% |
$2.02M - $2.55M
|
73.9K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62.8K+ 27.08% |
$2.02M - $2.54M
|
295K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
61.9KNew |
$1.99M - $2.51M
|
61.9K
$2.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
60.3K+ 19.98% |
$1.94M - $2.44M
|
362K
$14.8M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
60.2KNew |
$1.94M - $2.44M
|
60.2K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
56.2KNew |
$1.81M - $2.27M
|
56.2K
$2.29M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
55.9K+ 362.38% |
$1.8M - $2.26M
|
71.3K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.8K+ 25.09% |
$1.76M - $2.22M
|
273K
$11.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
54.2KNew |
$1.74M - $2.19M
|
54.2K
$2.21M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52KNew |
$1.67M - $2.1M
|
52K
$2.12M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
48.9KNew |
$1.57M - $1.98M
|
48.9K
$2M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
46.1KNew |
$1.48M - $1.87M
|
46.1K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40.7K+ 49.28% |
$1.31M - $1.65M
|
123K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.6K+ 27.24% |
$1.31M - $1.64M
|
189K
$7.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.8K+ 19.05% |
$1.22M - $1.53M
|
236K
$9.63M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
36.8K+ 13.8% |
$1.18M - $1.49M
|
303K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
36.7KNew |
$1.18M - $1.48M
|
36.7K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
36.3KNew |
$1.17M - $1.47M
|
36.3K
$1.48M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
35.8K+ 2206.72% |
$1.15M - $1.45M
|
37.4K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
32.3K+ 58.74% |
$1.04M - $1.31M
|
87.3K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
32K+ 26.99% |
$1.03M - $1.3M
|
150K
$6.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
29.6K+ 36.12% |
$952K - $1.2M
|
111K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
29.5K+ 130.93% |
$949K - $1.19M
|
52K
$2.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
26.5KNew |
$854K - $1.07M
|
26.5K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
26.4KNew |
$848K - $1.07M
|
26.4K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
26.2KNew |
$843K - $1.06M
|
26.2K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
26.2KNew |
$843K - $1.06M
|
26.2K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
26.1KNew |
$841K - $1.06M
|
26.1K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
26.1K+ 24.48% |
$839K - $1.06M
|
132K
$5.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
26K+ 201.52% |
$838K - $1.05M
|
39K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
24.9KNew |
$803K - $1.01M
|
24.9K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23KNew |
$739K - $930K
|
23K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.4K+ 22.14% |
$719K - $905K
|
123K
$5.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.8KNew |
$703K - $885K
|
21.8K
$892K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 16.68% |
$688K - $866K
|
150K
$6.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
21.1K+ 34.31% |
$679K - $855K
|
82.6K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.7KNew |
$666K - $838K
|
20.7K
$845K
|