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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-284- 26.35% |
$10.1K - $11.1K
|
794
$34.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-314- 3.44% |
$11.2K - $12.3K
|
8.81K
$379K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-328- 2.24% |
$11.7K - $12.9K
|
14.3K
$615K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-328- 77.0% |
$11.7K - $12.9K
|
98
$4.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-343Closed |
$12.3K - $13.4K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-350- 1.83% |
$12.5K - $13.7K
|
18.8K
$808K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-369- 1.3% |
$13.2K - $14.5K
|
27.9K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-380- 69.98% |
$13.6K - $14.9K
|
163
$7.01K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-391- 17.04% |
$14K - $15.3K
|
1.9K
$81.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-402- 0.95% |
$14.4K - $15.8K
|
41.9K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-417- 6.66% |
$14.9K - $16.3K
|
5.85K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-420- 2.76% |
$15K - $16.5K
|
14.8K
$635K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-431- 1.0% |
$15.4K - $16.9K
|
42.7K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-433- 48.06% |
$15.5K - $17K
|
468
$20.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-461- 0.6% |
$16.5K - $18.1K
|
76.1K
$3.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-489- 2.02% |
$17.5K - $19.2K
|
23.7K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-498- 70.24% |
$17.8K - $19.5K
|
211
$9.07K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-501- 66.8% |
$17.9K - $19.6K
|
249
$10.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-508- 0.24% |
$18.2K - $19.9K
|
211K
$9.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-529- 2.74% |
$18.9K - $20.7K
|
18.8K
$808K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-549- 0.75% |
$19.6K - $21.5K
|
72.6K
$3.12M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-553- 6.11% |
$19.8K - $21.7K
|
8.5K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-561- 38.77% |
$20K - $22K
|
886
$38.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-590- 1.56% |
$21.1K - $23.1K
|
37.3K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-604- 2.12% |
$21.6K - $23.7K
|
27.9K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-604- 2.44% |
$21.6K - $23.7K
|
24.2K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-616- 8.87% |
$22K - $24.1K
|
6.33K
$272K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-623- 5.85% |
$22.3K - $24.4K
|
10K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-687- 39.97% |
$24.5K - $26.9K
|
1.03K
$44.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-690- 57.74% |
$24.7K - $27K
|
505
$21.7K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-890- 8.72% |
$31.8K - $34.9K
|
9.32K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-920- 6.92% |
$32.9K - $36.1K
|
12.4K
$532K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-921- 5.15% |
$32.9K - $36.1K
|
16.9K
$728K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-936- 12.69% |
$33.4K - $36.7K
|
6.44K
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-944- 0.49% |
$33.7K - $37K
|
190K
$8.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-947- 10.45% |
$33.8K - $37.1K
|
8.12K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-978- 59.13% |
$34.9K - $38.3K
|
676
$29.1K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-982- 9.82% |
$35.1K - $38.5K
|
9.02K
$388K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-997- 2.04% |
$35.6K - $39.1K
|
47.9K
$2.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.01K- 1.44% |
$35.9K - $39.4K
|
68.6K
$2.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.02K- 11.57% |
$36.3K - $39.9K
|
7.77K
$334K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.08K- 3.66% |
$38.6K - $42.3K
|
28.4K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.09K- 2.9% |
$38.8K - $42.6K
|
36.3K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.14K- 5.19% |
$40.7K - $44.7K
|
20.8K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.16K- 2.09% |
$41.4K - $45.5K
|
54.3K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.18K- 15.22% |
$42.3K - $46.4K
|
6.59K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.25K- 8.43% |
$44.5K - $48.8K
|
13.5K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.28K- 81.56% |
$45.8K - $50.3K
|
290
$12.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.31K- 98.71% |
$46.6K - $51.2K
|
17
$731
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.41K- 4.01% |
$50.2K - $55.1K
|
33.7K
$1.45M
|