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 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-268- 0.26% |
$10.1K - $10.8K
|
103K
$4.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-285- 0.93% |
$10.7K - $11.5K
|
30.2K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 1.49% |
$11.3K - $12.1K
|
19.8K
$851K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-312- 25.72% |
$11.7K - $12.6K
|
901
$38.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-314- 0.84% |
$11.8K - $12.7K
|
37.3K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-350- 14.62% |
$13.1K - $14.2K
|
2.04K
$87.9K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-358- 1.17% |
$13.4K - $14.5K
|
30.3K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-366- 4.0% |
$13.7K - $14.8K
|
8.79K
$378K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-378- 3.3% |
$14.2K - $15.3K
|
11.1K
$476K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-386- 4.88% |
$14.5K - $15.6K
|
7.52K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-390- 6.62% |
$14.6K - $15.8K
|
5.5K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-405- 1.16% |
$15.2K - $16.4K
|
34.6K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-408- 9.36% |
$15.3K - $16.5K
|
3.95K
$170K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-432- 2.26% |
$16.2K - $17.5K
|
18.7K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-438- 6.54% |
$16.4K - $17.7K
|
6.26K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-458- 1.75% |
$17.2K - $18.5K
|
25.7K
$1.11M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-496- 1.73% |
$18.6K - $20.1K
|
28.2K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-536- 0.76% |
$20.1K - $21.7K
|
69.6K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-554- 7.38% |
$20.8K - $22.4K
|
6.95K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-582- 0.82% |
$21.9K - $23.5K
|
70.8K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-635- 1.92% |
$23.8K - $25.7K
|
32.4K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-651- 5.89% |
$24.4K - $26.3K
|
10.4K
$447K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-674- 0.57% |
$25.3K - $27.2K
|
117K
$5.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-681- 11.32% |
$25.6K - $27.5K
|
5.34K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-684- 3.6% |
$25.7K - $27.7K
|
18.3K
$787K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-718- 2.01% |
$27K - $29K
|
35.1K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-720- 3.3% |
$27K - $29.1K
|
21.1K
$908K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-730- 16.38% |
$27.4K - $29.5K
|
3.73K
$160K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-748- 0.59% |
$28.1K - $30.2K
|
126K
$5.42M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-754- 1.15% |
$28.3K - $30.5K
|
64.6K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-772- 4.9% |
$29K - $31.2K
|
15K
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-851- 0.72% |
$32K - $34.4K
|
117K
$5.04M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-891- 0.99% |
$33.5K - $36K
|
89.1K
$3.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-900- 26.39% |
$33.8K - $36.4K
|
2.51K
$108K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-918- 32.92% |
$34.5K - $37.1K
|
1.87K
$80.4K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-943- 4.65% |
$35.4K - $38.1K
|
19.3K
$831K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-995- 4.33% |
$37.4K - $40.2K
|
22K
$945K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.02K- 4.37% |
$38.1K - $41K
|
22.2K
$954K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.02K- 6.23% |
$38.3K - $41.3K
|
15.4K
$660K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 3.54% |
$41.2K - $44.4K
|
29.9K
$1.29M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.19K- 3.4% |
$44.6K - $48.1K
|
33.8K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.21K- 8.39% |
$45.2K - $48.7K
|
13.2K
$565K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.21K- 10.37% |
$45.3K - $48.8K
|
10.4K
$448K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-1.27K- 48.73% |
$47.6K - $51.2K
|
1.33K
$57.3K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.34K- 15.15% |
$50.2K - $54K
|
7.48K
$322K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.34K- 6.56% |
$50.5K - $54.3K
|
19.2K
$823K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.36K- 0.89% |
$51.1K - $55K
|
152K
$6.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.36K- 5.34% |
$51.1K - $55.1K
|
24.2K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.36K- 17.7% |
$51.1K - $55.1K
|
6.34K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.42K- 11.04% |
$53.3K - $57.4K
|
11.4K
$492K
|