Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
90+ 0.9% |
$3.02K - $3.51K
|
10.1K
$413K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
89+ 0.84% |
$2.99K - $3.47K
|
10.7K
$438K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
83+ 13.83% |
$2.79K - $3.23K
|
683
$27.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
65New |
$2.18K - $2.53K
|
65
$2.65K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
63+ 5.35% |
$2.12K - $2.46K
|
1.24K
$50.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
62New |
$2.08K - $2.42K
|
62
$2.53K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
60New |
$2.02K - $2.34K
|
60
$2.45K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
55+ 0.84% |
$1.85K - $2.14K
|
6.6K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
52+ 0.08% |
$1.75K - $2.03K
|
64K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
50New |
$1.68K - $1.95K
|
50
$2.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50+ 3.86% |
$1.68K - $1.95K
|
1.34K
$54.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
49+ 0.09% |
$1.65K - $1.91K
|
53.6K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
48+ 1.69% |
$1.61K - $1.87K
|
2.89K
$118K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
38+ 0.13% |
$1.28K - $1.48K
|
28.6K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
37New |
$1.24K - $1.44K
|
37
$1.51K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35New |
$1.18K - $1.36K
|
35
$1.43K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
24New |
$806 - $935
|
24
$979
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
23+ 0.21% |
$773 - $896
|
10.9K
$445K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
19+ 8.76% |
$638 - $740
|
236
$9.63K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
13+ 72.22% |
$437 - $507
|
31
$1.27K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
11+ 0.12% |
$370 - $429
|
9.1K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 1.32% |
$235 - $273
|
537
$21.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.55% |
$202 - $234
|
1.09K
$44.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.24% |
$168 - $195
|
2.13K
$87K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5New |
$168 - $195
|
5
$204
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.68% |
$134 - $156
|
588
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.9% |
$101 - $117
|
337
$13.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.81% |
$101 - $117
|
374
$15.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$101 - $117
|
3
$122
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 9.38% |
$101 - $117
|
35
$1.43K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 1.75% |
$101 - $117
|
174
$7.1K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.48% |
$67.2 - $77.9
|
419
$17.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$33.6 - $39
|
1
$40.8
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.76% |
$33.6 - $39
|
133
$5.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.75% |
$33.6 - $39
|
135
$5.51K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.12% |
$33.6 - $39
|
90
$3.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$33.6 - $39
|
15.1K
$614K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$33.6 - $39
|
6.94K
$283K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 3.03% |
$33.6 - $39
|
34
$1.39K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 3.33% |
$33.6 - $39
|
31
$1.27K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 4.0% |
$33.6 - $39
|
24
$979
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.02% |
$33.6 - $39
|
5.96K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4- 0.04% |
$134 - $156
|
10.5K
$427K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 0.21% |
$269 - $312
|
3.83K
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-16- 0.63% |
$538 - $624
|
2.53K
$103K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-32- 0.03% |
$1.08K - $1.25K
|
121K
$4.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36- 0.66% |
$1.21K - $1.4K
|
5.43K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-44- 0.07% |
$1.48K - $1.71K
|
62.6K
$2.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-44- 4.42% |
$1.48K - $1.71K
|
952
$38.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-56- 0.71% |
$1.88K - $2.18K
|
7.8K
$318K
|