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
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
6.34KNew |
$204K - $257K
|
6.34K
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.31KNew |
$203K - $255K
|
6.31K
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.26K+ 4.44% |
$201K - $253K
|
147K
$6.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.24KNew |
$201K - $253K
|
6.24K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.19KNew |
$199K - $250K
|
6.19K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
6.13K+ 80.97% |
$197K - $248K
|
13.7K
$559K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
6.12KNew |
$197K - $248K
|
6.12K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.02KNew |
$194K - $244K
|
6.02K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.93KNew |
$191K - $240K
|
5.93K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.89KNew |
$190K - $239K
|
5.89K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5.82KNew |
$187K - $236K
|
5.82K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.7KNew |
$183K - $231K
|
5.7K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.63KNew |
$181K - $228K
|
5.63K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.56KNew |
$179K - $225K
|
5.56K
$227K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.54KNew |
$178K - $224K
|
5.54K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.49KNew |
$177K - $222K
|
5.49K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.47KNew |
$176K - $221K
|
5.47K
$223K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.45KNew |
$175K - $221K
|
5.45K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.4KNew |
$174K - $219K
|
5.4K
$221K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.3KNew |
$171K - $215K
|
5.3K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
5.3KNew |
$171K - $215K
|
5.3K
$216K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
5.22K+ 73.75% |
$168K - $211K
|
12.3K
$502K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.17KNew |
$167K - $210K
|
5.17K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.16K+ 6.05% |
$166K - $209K
|
90.4K
$3.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
5.1KNew |
$164K - $206K
|
5.1K
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.05KNew |
$162K - $204K
|
5.05K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$161K - $202K
|
4.99K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.87K+ 42.04% |
$157K - $197K
|
16.5K
$672K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.62K+ 147.01% |
$149K - $187K
|
7.77K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.6K+ 17.55% |
$148K - $186K
|
30.8K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.58K+ 1427.41% |
$147K - $186K
|
4.9K
$200K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.39K+ 0.92% |
$141K - $178K
|
483K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.09K+ 17.63% |
$132K - $166K
|
27.3K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.77K+ 22.31% |
$121K - $153K
|
20.7K
$844K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.72K+ 8.2% |
$120K - $151K
|
49.1K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.47K+ 9.19% |
$112K - $140K
|
41.2K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.43K+ 3.73% |
$111K - $139K
|
95.6K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.24K+ 21.97% |
$104K - $131K
|
18K
$733K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.23K+ 12.24% |
$104K - $131K
|
29.6K
$1.21M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.2K+ 31.6% |
$103K - $130K
|
13.3K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.01KNew |
$97K - $122K
|
3.01K
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 3.85% |
$95.3K - $120K
|
79.9K
$3.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.94K+ 8.06% |
$94.7K - $119K
|
39.4K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.74K+ 11.37% |
$88.3K - $111K
|
26.9K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.74K+ 5.93% |
$88.3K - $111K
|
49K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.72K+ 10.22% |
$87.4K - $110K
|
29.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.65KNew |
$85.3K - $107K
|
2.65K
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 7.96% |
$82.7K - $104K
|
34.9K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.47K+ 26.72% |
$79.3K - $99.8K
|
11.7K
$477K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.46K+ 14.69% |
$79.2K - $99.7K
|
19.2K
$784K
|