Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.03% |
$71.5 - $78.4
|
7K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.35% |
$71.5 - $78.4
|
568
$24.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$35.7 - $39.2
|
1
$43
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.56% |
$35.7 - $39.2
|
179
$7.69K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.92% |
$35.7 - $39.2
|
110
$4.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 16.67% |
$35.7 - $39.2
|
5
$215
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.15% |
$179 - $196
|
3.25K
$140K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-15- 3.01% |
$536 - $588
|
484
$20.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-15- 5.45% |
$536 - $588
|
260
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-15- 0.11% |
$536 - $588
|
13.8K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-19- 0.34% |
$679 - $745
|
5.55K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19- 21.59% |
$679 - $745
|
69
$2.97K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-26- 8.02% |
$929 - $1.02K
|
298
$12.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-33- 0.17% |
$1.18K - $1.29K
|
19.8K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-35- 0.54% |
$1.25K - $1.37K
|
6.4K
$275K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-38- 19.69% |
$1.36K - $1.49K
|
155
$6.66K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-48- 0.62% |
$1.72K - $1.88K
|
7.69K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-51- 0.64% |
$1.82K - $2K
|
7.89K
$339K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-58- 0.95% |
$2.07K - $2.27K
|
6.06K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-58- 0.28% |
$2.07K - $2.27K
|
20.6K
$885K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-67- 0.36% |
$2.39K - $2.63K
|
18.6K
$801K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 0.36% |
$2.47K - $2.7K
|
19.2K
$825K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-81- 4.8% |
$2.89K - $3.18K
|
1.61K
$69K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-81- 1.81% |
$2.89K - $3.18K
|
4.39K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-85- 0.66% |
$3.04K - $3.33K
|
12.8K
$551K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-88- 0.4% |
$3.14K - $3.45K
|
22.1K
$950K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-106- 2.4% |
$3.79K - $4.16K
|
4.31K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-117- 1.33% |
$4.18K - $4.59K
|
8.71K
$374K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-120- 2.18% |
$4.29K - $4.7K
|
5.38K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-125- 0.68% |
$4.47K - $4.9K
|
18.3K
$784K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-132- 9.73% |
$4.72K - $5.17K
|
1.22K
$52.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-138- 53.28% |
$4.93K - $5.41K
|
121
$5.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-141- 2.03% |
$5.04K - $5.53K
|
6.8K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-162- 1.41% |
$5.79K - $6.35K
|
11.3K
$485K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-165- 1.7% |
$5.9K - $6.47K
|
9.54K
$410K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-167- 75.23% |
$5.97K - $6.55K
|
55
$2.36K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-188- 51.79% |
$6.72K - $7.37K
|
175
$7.52K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-210- 0.56% |
$7.5K - $8.23K
|
37K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-217- 9.15% |
$7.75K - $8.51K
|
2.16K
$92.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-223- 52.84% |
$7.97K - $8.74K
|
199
$8.55K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-238- 1.11% |
$8.5K - $9.33K
|
21.2K
$912K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-238- 4.31% |
$8.5K - $9.33K
|
5.28K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-239- 1.05% |
$8.54K - $9.37K
|
22.6K
$971K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-246- 2.58% |
$8.79K - $9.64K
|
9.28K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-265- 39.85% |
$9.47K - $10.4K
|
400
$17.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-275- 4.73% |
$9.83K - $10.8K
|
5.54K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-279- 2.48% |
$9.97K - $10.9K
|
11K
$472K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-280- 1.59% |
$10K - $11K
|
17.3K
$745K
|