Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.42K- 0.5% |
$53.4K - $57.5K
|
284K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 5.9% |
$55.6K - $59.9K
|
23.6K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.57K- 16.84% |
$58.8K - $63.3K
|
7.73K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.64K- 11.1% |
$61.4K - $66.1K
|
13.1K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.65K- 17.96% |
$61.9K - $66.6K
|
7.53K
$324K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.69K- 18.8% |
$63.3K - $68.2K
|
7.28K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.69K- 14.42% |
$63.3K - $68.2K
|
10K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.72K- 21.51% |
$64.5K - $69.5K
|
6.27K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.76K- 11.13% |
$65.9K - $71K
|
14K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-1.76K- 3.19% |
$65.9K - $71K
|
53.3K
$2.29M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.76K- 17.89% |
$66.1K - $71.2K
|
8.08K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.78K- 24.42% |
$66.7K - $71.8K
|
5.5K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.91K- 11.17% |
$71.7K - $77.2K
|
15.2K
$653K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.03K- 11.4% |
$76.2K - $82K
|
15.8K
$678K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.09K- 12.81% |
$78.4K - $84.4K
|
14.2K
$611K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.25K- 22.39% |
$84.4K - $90.9K
|
7.79K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.26K- 14.52% |
$84.8K - $91.3K
|
13.3K
$572K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.31K- 2.11% |
$86.7K - $93.3K
|
107K
$4.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 3.18% |
$88.2K - $95K
|
71.5K
$3.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.36K- 19.48% |
$88.7K - $95.5K
|
9.77K
$420K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.46K- 9.42% |
$92.5K - $99.6K
|
23.7K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.72K- 4.68% |
$102K - $110K
|
55.4K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.74K- 5.28% |
$103K - $111K
|
49.1K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.84K- 14.88% |
$107K - $115K
|
16.2K
$698K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 3.72% |
$111K - $120K
|
76.9K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.99K- 3.31% |
$112K - $121K
|
87.4K
$3.76M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.06K- 39.75% |
$115K - $124K
|
4.64K
$199K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.07K- 2.2% |
$115K - $124K
|
137K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.07K- 67.99% |
$115K - $124K
|
1.45K
$62.2K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.09K- 3.18% |
$116K - $125K
|
94.1K
$4.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-3.12K- 28.73% |
$117K - $126K
|
7.74K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.18K- 23.64% |
$119K - $129K
|
10.3K
$441K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.45K- 4.85% |
$130K - $140K
|
67.8K
$2.91M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-3.55K- 25.82% |
$133K - $144K
|
10.2K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.57K- 3.09% |
$134K - $144K
|
112K
$4.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-3.69K- 20.12% |
$138K - $149K
|
14.6K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.81K- 16.6% |
$143K - $154K
|
19.2K
$823K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3.95K- 14.07% |
$148K - $160K
|
24.1K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.99K- 2.45% |
$150K - $161K
|
159K
$6.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 26.11% |
$155K - $167K
|
11.7K
$503K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.17K- 20.15% |
$156K - $168K
|
16.5K
$709K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.32K- 1.48% |
$162K - $175K
|
287K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.8K- 4.7% |
$180K - $194K
|
97.2K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.87K- 21.69% |
$183K - $197K
|
17.6K
$756K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.92K- 4.01% |
$185K - $199K
|
118K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-5.31K- 5.76% |
$199K - $215K
|
86.9K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.4K- 26.51% |
$203K - $218K
|
15K
$643K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.66K- 30.66% |
$213K - $229K
|
12.8K
$550K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5.72K- 13.3% |
$215K - $231K
|
37.3K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.8K- 27.07% |
$218K - $234K
|
15.6K
$671K
|