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 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
2.17K+ 10.32% |
$69.9K - $88K
|
23.2K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.16K+ 2.13% |
$69.4K - $87.3K
|
103K
$4.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.11K+ 26.64% |
$67.8K - $85.3K
|
10K
$409K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.98K+ 2.98% |
$63.7K - $80.2K
|
68.3K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.93K+ 22.39% |
$62.1K - $78.2K
|
10.6K
$431K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.84KNew |
$59.1K - $74.3K
|
1.84K
$74.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.79K+ 14.78% |
$57.6K - $72.5K
|
13.9K
$567K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.74K+ 11.42% |
$55.9K - $70.3K
|
16.9K
$692K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.72K+ 0.79% |
$55.4K - $69.7K
|
218K
$8.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.71K+ 14.03% |
$55K - $69.3K
|
13.9K
$567K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.63K+ 3.21% |
$52.5K - $66K
|
52.4K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
1.6K+ 1.32% |
$51.4K - $64.7K
|
123K
$5.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.57KNew |
$50.6K - $63.7K
|
1.57K
$64.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.52K+ 8.1% |
$49K - $61.6K
|
20.3K
$828K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
1.5K+ 2.79% |
$48.1K - $60.5K
|
55.1K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.44K+ 2.66% |
$46.3K - $58.2K
|
55.4K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.43K+ 13.21% |
$46.2K - $58.1K
|
12.3K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.43K+ 4.84% |
$46.1K - $58K
|
31K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.41K+ 10.43% |
$45.4K - $57.1K
|
14.9K
$609K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.33KNew |
$42.9K - $54K
|
1.33K
$54.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.32K+ 9.86% |
$42.5K - $53.5K
|
14.7K
$601K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.07KNew |
$34.5K - $43.5K
|
1.07K
$43.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.04K+ 35.8% |
$33.3K - $41.9K
|
3.93K
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.02K+ 7.26% |
$32.7K - $41.2K
|
15K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.01KNew |
$32.4K - $40.7K
|
1.01K
$41.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
997+ 94.95% |
$32.1K - $40.4K
|
2.05K
$83.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
978+ 16.4% |
$31.5K - $39.6K
|
6.94K
$283K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
942+ 7.07% |
$30.3K - $38.2K
|
14.3K
$582K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
931+ 3.15% |
$30K - $37.7K
|
30.5K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
925+ 1.14% |
$29.8K - $37.5K
|
82.4K
$3.36M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
913New |
$29.4K - $37K
|
913
$37.3K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
901+ 11.0% |
$29K - $36.5K
|
9.09K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
898+ 9.82% |
$28.9K - $36.4K
|
10K
$410K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
884+ 6.96% |
$28.5K - $35.8K
|
13.6K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
874+ 14.3% |
$28.1K - $35.4K
|
6.98K
$285K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
839New |
$27K - $34K
|
839
$34.2K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
687+ 66.57% |
$22.1K - $27.8K
|
1.72K
$70.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
662+ 2.54% |
$21.3K - $26.8K
|
26.7K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
619New |
$19.9K - $25.1K
|
619
$25.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
543New |
$17.5K - $22K
|
543
$22.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
530+ 5.32% |
$17.1K - $21.5K
|
10.5K
$428K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
502New |
$16.2K - $20.3K
|
502
$20.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
500+ 2.89% |
$16.1K - $20.3K
|
17.8K
$726K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
500+ 125.0% |
$16.1K - $20.3K
|
900
$36.7K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
495+ 9900.0% |
$15.9K - $20K
|
500
$20.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
488New |
$15.7K - $19.8K
|
488
$19.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
488+ 2.98% |
$15.7K - $19.8K
|
16.9K
$689K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
478+ 14.9% |
$15.4K - $19.4K
|
3.69K
$150K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
431+ 2.69% |
$13.9K - $17.5K
|
16.5K
$672K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
366+ 1.36% |
$11.8K - $14.8K
|
27.2K
$1.11M
|