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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.51% |
$113 - $121
|
596
$25.6K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.88% |
$113 - $121
|
343
$14.7K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.44% |
$113 - $121
|
690
$29.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$113 - $121
|
6.12K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.53% |
$75.1 - $80.9
|
380
$16.3K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$37.6 - $40.4
|
6.94K
$298K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.24% |
$37.6 - $40.4
|
422
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.06% |
$37.6 - $40.4
|
1.57K
$67.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.3% |
$37.6 - $40.4
|
78
$3.35K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.93% |
$37.6 - $40.4
|
109
$4.68K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2- 0.05% |
$75.1 - $80.9
|
4.39K
$188K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6- 0.66% |
$225 - $243
|
907
$39K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 0.55% |
$225 - $243
|
1.08K
$46.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9- 0.23% |
$338 - $364
|
3.92K
$168K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 0.07% |
$376 - $404
|
13.9K
$597K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 0.64% |
$488 - $526
|
2.01K
$86.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-13- 0.13% |
$488 - $526
|
10.3K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-15- 0.12% |
$563 - $606
|
12.4K
$533K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-15- 12.0% |
$563 - $606
|
110
$4.73K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16- 84.21% |
$601 - $647
|
3
$129
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 7.22% |
$751 - $809
|
257
$11K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-48- 4.69% |
$1.8K - $1.94K
|
975
$41.9K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-62- 0.13% |
$2.33K - $2.51K
|
47K
$2.02M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-68- 27.98% |
$2.55K - $2.75K
|
175
$7.52K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-73- 65.18% |
$2.74K - $2.95K
|
39
$1.68K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-80- 0.39% |
$3K - $3.23K
|
20.6K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-90- 64.29% |
$3.38K - $3.64K
|
50
$2.15K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-100- 0.75% |
$3.75K - $4.04K
|
13.2K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-102- 1.04% |
$3.83K - $4.12K
|
9.71K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-109- 1.99% |
$4.09K - $4.41K
|
5.36K
$230K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-111- 0.38% |
$4.17K - $4.49K
|
29.5K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-117- 1.89% |
$4.39K - $4.73K
|
6.07K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-125- 2.0% |
$4.69K - $5.05K
|
6.11K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-125- 5.53% |
$4.69K - $5.05K
|
2.13K
$91.7K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-129- 1.42% |
$4.84K - $5.22K
|
8.96K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-138- 0.79% |
$5.18K - $5.58K
|
17.3K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-146- 13.61% |
$5.48K - $5.9K
|
927
$39.8K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-150- 1.5% |
$5.63K - $6.06K
|
9.86K
$424K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-153- 2.19% |
$5.75K - $6.19K
|
6.83K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-158- 1.28% |
$5.93K - $6.39K
|
12.1K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-167- 0.73% |
$6.27K - $6.75K
|
22.7K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-183- 3.29% |
$6.87K - $7.4K
|
5.38K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-193- 0.71% |
$7.25K - $7.8K
|
27.1K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-226- 2.78% |
$8.49K - $9.14K
|
7.92K
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-233- 4.96% |
$8.75K - $9.42K
|
4.47K
$192K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-250- 1.08% |
$9.39K - $10.1K
|
23K
$988K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-252- 1.33% |
$9.46K - $10.2K
|
18.7K
$806K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-256- 9.74% |
$9.61K - $10.4K
|
2.37K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-266- 2.93% |
$9.99K - $10.8K
|
8.82K
$379K
|