Purchases and Sales Made in Q3 2023 in Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Tr Real Est (XLRE) during Q3 2023. 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
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
9.38K
New
$315K - $366K
9.38K $383K
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
9.22K
New
$310K - $359K
9.22K $376K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
9.17K
+ 65.39%
$308K - $357K
23.2K $947K
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
9.02K
+ 29.71%
$303K - $352K
39.4K $1.61M
Oct 19, 2023 Q3 2023
Scott Capital Advisors, LLC

BUY
 -
8.93K
+ 38.24%
$300K - $348K
32.3K $1.32M
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
8.84K
New
$297K - $345K
8.84K $361K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.77K
+ 70.23%
$295K - $342K
21.3K $868K
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
8.75K
+ 29.05%
$294K - $341K
38.9K $1.59M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
8.67K
+ 92.85%
$291K - $338K
18K $734K
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
8.54K
New
$287K - $333K
8.54K $349K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
8.18K
+ 6.12%
$275K - $319K
142K $5.79M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
8.18K
+ 3.19%
$275K - $319K
265K $10.8M
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
7.66K
+ 65.24%
$257K - $298K
19.4K $791K
Oct 31, 2023 Q3 2023
Kaizen Financial Strategies

BUY
 -
7.58K
New
$255K - $295K
7.58K $309K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
7.23K
+ 920.89%
$243K - $282K
8.01K $327K
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
6.97K
+ 31.72%
$234K - $272K
28.9K $1.18M
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

BUY
 -
6.78K
+ 26.04%
$228K - $264K
32.8K $1.34M
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
6.64K
+ 3.4%
$223K - $259K
202K $8.24M
Oct 27, 2023 Q3 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
6.61K
New
$222K - $258K
6.61K $270K
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
6.61K
+ 104.7%
$222K - $258K
12.9K $527K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
6.61K
+ 71.1%
$222K - $257K
15.9K $649K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
6.6K
New
$222K - $257K
6.6K $269K
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
6.57K
New
$221K - $256K
6.57K $268K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
6.49K
+ 32.28%
$218K - $253K
26.6K $1.09M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
6.35K
New
$213K - $248K
6.35K $259K
Mar 29, 2024 Q3 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
6.31K
New
$212K - $246K
6.31K $257K
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
6.12K
New
$206K - $238K
6.12K $250K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
6K
+ 168.92%
$202K - $234K
9.55K $390K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
5.9K
New
$198K - $230K
5.9K $241K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
5.76K
+ 51.71%
$194K - $225K
16.9K $690K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
5.67K
+ 7.48%
$190K - $221K
81.4K $3.32M
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
4.83K
+ 41.82%
$162K - $188K
16.4K $669K
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
4.83K
+ 74.89%
$162K - $188K
11.3K $460K
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
4.83K
+ 74.89%
$162K - $188K
11.3K $460K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
4.59K
+ 4.98%
$154K - $179K
96.6K $3.94M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
4.27K
+ 46.68%
$143K - $166K
13.4K $547K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
4.26K
+ 98.32%
$143K - $166K
8.6K $351K
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
4.16K
+ 20.58%
$140K - $162K
24.4K $994K
Nov 06, 2023 Q3 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
4.08K
+ 5.25%
$137K - $159K
81.8K $3.34M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
4.06K
+ 66.9%
$137K - $158K
10.1K $414K
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
4K
+ 6.98%
$134K - $156K
61.2K $2.5M
Oct 25, 2023 Q3 2023
Providence First Trust CO

BUY
 -
3.8K
+ 28.1%
$128K - $148K
17.3K $706K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
3.76K
+ 23.49%
$126K - $147K
19.8K $807K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
3.62K
+ 27.1%
$121K - $141K
17K $692K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
3.55K
+ 32.63%
$119K - $138K
14.4K $588K
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
3.55K
+ 5.17%
$119K - $138K
72.1K $2.94M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
3.54K
+ 17.2%
$119K - $138K
24.1K $985K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
3.53K
+ 18.78%
$119K - $138K
22.3K $911K
Oct 18, 2023 Q3 2023
Waller Financial Planning Group, Inc

BUY
 -
3.5K
+ 0.74%
$118K - $136K
478K $19.5M

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