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 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117+ 47.56% |
$4.39K - $4.73K
|
363
$15.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.97% |
$4.06K - $4.37K
|
11.3K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
104+ 0.21% |
$3.91K - $4.2K
|
49.1K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
101+ 8.05% |
$3.79K - $4.08K
|
1.36K
$58.3K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 2.02% |
$3.79K - $4.08K
|
5.09K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
97+ 0.02% |
$3.64K - $3.92K
|
450K
$19.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
94New |
$3.53K - $3.8K
|
94
$4.04K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
93+ 0.82% |
$3.49K - $3.76K
|
11.5K
$492K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
91New |
$3.42K - $3.68K
|
91
$3.91K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 163.64% |
$3.38K - $3.64K
|
145
$6.23K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
88+ 0.91% |
$3.3K - $3.56K
|
9.81K
$422K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
82New |
$3.08K - $3.32K
|
82
$3.52K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
75+ 0.4% |
$2.82K - $3.03K
|
19K
$815K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
65+ 30.95% |
$2.44K - $2.63K
|
275
$11.8K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
64+ 0.22% |
$2.4K - $2.59K
|
29.4K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
63+ 0.42% |
$2.37K - $2.55K
|
15.1K
$650K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
62+ 0.22% |
$2.33K - $2.51K
|
28.3K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
59+ 1.17% |
$2.22K - $2.39K
|
5.1K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
58+ 0.34% |
$2.18K - $2.34K
|
16.9K
$728K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 0.72% |
$2.07K - $2.22K
|
7.72K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
53+ 151.43% |
$1.99K - $2.14K
|
88
$3.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
51+ 4.46% |
$1.92K - $2.06K
|
1.2K
$51.4K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
46New |
$1.73K - $1.86K
|
46
$1.98K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
45+ 0.65% |
$1.69K - $1.82K
|
6.99K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
45+ 0.67% |
$1.69K - $1.82K
|
6.71K
$289K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
44+ 0.41% |
$1.65K - $1.78K
|
10.8K
$466K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
43+ 46.74% |
$1.61K - $1.74K
|
135
$5.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
39+ 25.32% |
$1.46K - $1.58K
|
193
$8.3K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
37+ 0.05% |
$1.39K - $1.5K
|
73.3K
$3.15M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
37New |
$1.39K - $1.5K
|
37
$1.59K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
35+ 0.64% |
$1.31K - $1.42K
|
5.52K
$237K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34New |
$1.28K - $1.37K
|
34
$1.46K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
34+ 0.67% |
$1.28K - $1.37K
|
5.13K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
33+ 4.6% |
$1.24K - $1.33K
|
750
$32.2K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
32+ 0.09% |
$1.2K - $1.29K
|
36.7K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31New |
$1.16K - $1.25K
|
31
$1.33K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 9.09% |
$1.01K - $1.09K
|
324
$13.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
25+ 12.69% |
$939 - $1.01K
|
222
$9.54K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 4.71% |
$864 - $930
|
511
$22K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
14+ 0.0% |
$526 - $566
|
593K
$25.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
14+ 0.01% |
$526 - $566
|
104K
$4.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
12+ 3.18% |
$451 - $485
|
389
$16.7K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 83.33% |
$376 - $404
|
22
$946
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$376 - $404
|
10
$430
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 0.18% |
$376 - $404
|
5.55K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.54% |
$338 - $364
|
1.69K
$72.5K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8New |
$300 - $323
|
8
$344
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
7+ 0.01% |
$263 - $283
|
78.9K
$3.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
6+ 0.24% |
$225 - $243
|
2.47K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.46% |
$188 - $202
|
1.1K
$47.4K
|