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 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.6K+ 36.66% |
$341K - $430K
|
39.5K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.6K+ 112.6% |
$340K - $428K
|
19.9K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.5KNew |
$338K - $425K
|
10.5K
$428K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$327K - $411K
|
10.2K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.98KNew |
$321K - $404K
|
9.98K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
9.95KNew |
$320K - $403K
|
9.95K
$406K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
9.84KNew |
$317K - $399K
|
9.84K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.82KNew |
$316K - $398K
|
9.82K
$401K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
9.81K+ 16.27% |
$316K - $397K
|
70.1K
$2.86M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
9.72KNew |
$313K - $394K
|
9.72K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.52K+ 73.43% |
$306K - $386K
|
22.5K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.34KNew |
$301K - $378K
|
9.34K
$381K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.25KNew |
$298K - $375K
|
9.25K
$377K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.25K+ 34.81% |
$298K - $374K
|
35.8K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9.12KNew |
$293K - $369K
|
9.12K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.04KNew |
$291K - $366K
|
9.04K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
8.97KNew |
$289K - $363K
|
8.97K
$366K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8.83K+ 20.87% |
$284K - $357K
|
51.1K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.82KNew |
$284K - $357K
|
8.82K
$360K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.82KNew |
$284K - $357K
|
8.82K
$360K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
8.81K+ 12.57% |
$283K - $357K
|
78.9K
$3.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
8.77K+ 45.21% |
$282K - $355K
|
28.2K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
8.64KNew |
$278K - $350K
|
8.64K
$353K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8.45KNew |
$272K - $342K
|
8.45K
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
8.3KNew |
$267K - $336K
|
8.3K
$339K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
8.3KNew |
$267K - $336K
|
8.3K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.1K+ 30.12% |
$261K - $328K
|
35K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.99KNew |
$257K - $323K
|
7.99K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.9KNew |
$254K - $320K
|
7.9K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.76KNew |
$250K - $314K
|
7.76K
$317K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
7.73K+ 46.68% |
$249K - $313K
|
24.3K
$992K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.71KNew |
$248K - $312K
|
7.71K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.69KNew |
$248K - $311K
|
7.69K
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.67KNew |
$247K - $310K
|
7.67K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7.61K+ 23.19% |
$245K - $308K
|
40.4K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.41K+ 11.58% |
$239K - $300K
|
71.4K
$2.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.3KNew |
$235K - $296K
|
7.3K
$298K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
7.28K+ 31.62% |
$234K - $295K
|
30.3K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
7.04KNew |
$226K - $285K
|
7.04K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.98K+ 4.92% |
$225K - $283K
|
149K
$6.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.91K+ 40.72% |
$222K - $280K
|
23.9K
$974K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.89K+ 8.33% |
$222K - $279K
|
89.6K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.82KNew |
$220K - $276K
|
6.82K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.7KNew |
$216K - $271K
|
6.7K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
6.63K+ 92.44% |
$213K - $269K
|
13.8K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
6.58KNew |
$212K - $267K
|
6.58K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.5KNew |
$209K - $263K
|
6.5K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.45KNew |
$208K - $261K
|
6.45K
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
6.45KNew |
$207K - $261K
|
6.45K
$263K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.41KNew |
$206K - $259K
|
6.41K
$261K
|