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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19.7KNew |
$633K - $797K
|
19.7K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.3K+ 56.08% |
$622K - $782K
|
53.8K
$2.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
19.2K+ 11.93% |
$618K - $778K
|
180K
$7.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
19.2KNew |
$617K - $777K
|
19.2K
$783K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.2K+ 10.44% |
$616K - $776K
|
203K
$8.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
19K+ 6.9% |
$611K - $769K
|
294K
$12M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.7K+ 121.38% |
$600K - $755K
|
34K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
18.5K+ 3.46% |
$597K - $751K
|
555K
$22.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
18.5KNew |
$594K - $748K
|
18.5K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18.3KNew |
$589K - $742K
|
18.3K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.3K+ 3.34% |
$589K - $741K
|
567K
$23.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17.9K+ 17.88% |
$577K - $726K
|
118K
$4.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.6K+ 44.37% |
$567K - $714K
|
57.3K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
17.6K+ 1385.68% |
$567K - $713K
|
18.9K
$771K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.5K+ 27.96% |
$564K - $709K
|
80.1K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
17.5KNew |
$562K - $707K
|
17.5K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2K+ 17.53% |
$555K - $698K
|
116K
$4.72M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.1KNew |
$552K - $694K
|
17.1K
$700K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
16.6KNew |
$535K - $674K
|
16.6K
$679K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
16.4K+ 73.51% |
$529K - $665K
|
38.8K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.4KNew |
$528K - $665K
|
16.4K
$670K
|
|
|
Jan 24, 2024
Q4 2023
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
16K+ 13.58% |
$514K - $647K
|
134K
$5.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
15.8KNew |
$510K - $641K
|
15.8K
$646K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.6KNew |
$501K - $630K
|
15.6K
$635K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
15.5KNew |
$499K - $628K
|
15.5K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.4K+ 97.89% |
$496K - $624K
|
31.1K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
15.4KNew |
$496K - $624K
|
15.4K
$628K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.7K+ 130.28% |
$473K - $595K
|
25.9K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.7K+ 130.28% |
$473K - $595K
|
25.9K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
14.5K+ 1.9% |
$468K - $589K
|
780K
$31.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 5.77% |
$462K - $581K
|
263K
$10.7M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.3KNew |
$462K - $581K
|
14.3K
$585K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.4KNew |
$433K - $545K
|
13.4K
$549K
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
13.3KNew |
$429K - $540K
|
13.3K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.1KNew |
$423K - $532K
|
13.1K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13K+ 13.49% |
$418K - $526K
|
109K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 190.46% |
$414K - $521K
|
19.6K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.8KNew |
$411K - $517K
|
12.8K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
12.7K+ 12.07% |
$409K - $515K
|
118K
$4.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.7K+ 214.59% |
$408K - $513K
|
18.6K
$758K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
12.4KNew |
$400K - $503K
|
12.4K
$507K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
12.4K+ 31.45% |
$399K - $502K
|
51.8K
$2.11M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
12.4KNew |
$398K - $500K
|
12.4K
$504K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 25.2% |
$389K - $489K
|
60K
$2.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.8KNew |
$380K - $478K
|
11.8K
$482K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11.8K+ 12.17% |
$378K - $476K
|
108K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.2KNew |
$360K - $453K
|
11.2K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11KNew |
$355K - $447K
|
11K
$451K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
10.9K+ 165.62% |
$350K - $441K
|
17.4K
$712K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.7K+ 25.2% |
$344K - $433K
|
53.1K
$2.17M
|