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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-59- 44.36% |
$1.98K - $2.3K
|
74
$3.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64- 0.27% |
$2.15K - $2.49K
|
23.5K
$960K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-81- 0.3% |
$2.72K - $3.16K
|
26.9K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-89- 8.6% |
$2.99K - $3.47K
|
946
$38.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-89- 6.1% |
$2.99K - $3.47K
|
1.37K
$55.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-90- 2.94% |
$3.02K - $3.51K
|
2.98K
$121K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-96- 0.16% |
$3.23K - $3.74K
|
60.3K
$2.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-108- 57.14% |
$3.63K - $4.21K
|
81
$3.31K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-122- 0.6% |
$4.1K - $4.75K
|
20.1K
$819K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-141- 31.26% |
$4.74K - $5.49K
|
310
$12.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-141- 0.58% |
$4.74K - $5.49K
|
24.3K
$991K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-157- 0.2% |
$5.28K - $6.12K
|
76.9K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-171- 34.76% |
$5.75K - $6.66K
|
321
$13.1K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-171- 36.62% |
$5.75K - $6.66K
|
296
$12.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-171- 36.62% |
$5.75K - $6.66K
|
296
$12.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 36.84% |
$5.88K - $6.82K
|
300
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-192- 0.1% |
$6.45K - $7.48K
|
198K
$8.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-197- 1.91% |
$6.62K - $7.68K
|
10.1K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 1.37% |
$6.72K - $7.79K
|
14.4K
$586K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-210- 7.09% |
$7.06K - $8.18K
|
2.75K
$112K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-222- 11.78% |
$7.46K - $8.65K
|
1.66K
$67.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-233- 3.67% |
$7.83K - $9.08K
|
6.11K
$249K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-236- 5.3% |
$7.93K - $9.2K
|
4.21K
$172K
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-245- 2.43% |
$8.23K - $9.55K
|
9.85K
$402K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-250- 6.48% |
$8.4K - $9.74K
|
3.61K
$147K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-250- 23.79% |
$8.4K - $9.74K
|
801
$32.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-268- 1.0% |
$9K - $10.4K
|
26.6K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-281- 0.8% |
$9.44K - $11K
|
35K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-287- 0.76% |
$9.64K - $11.2K
|
37.7K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-325- 1.37% |
$10.9K - $12.7K
|
23.3K
$952K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-329- 3.51% |
$11.1K - $12.8K
|
9.05K
$369K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-374- 1.75% |
$12.6K - $14.6K
|
21K
$859K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-382- 3.34% |
$12.8K - $14.9K
|
11K
$451K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-383- 4.62% |
$12.9K - $14.9K
|
7.91K
$323K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-385- 1.45% |
$12.9K - $15K
|
26.2K
$1.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-404- 4.39% |
$13.6K - $15.7K
|
8.81K
$359K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-430- 2.73% |
$14.4K - $16.8K
|
15.3K
$626K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-460- 72.21% |
$15.5K - $17.9K
|
177
$7.22K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-461- 6.46% |
$15.5K - $18K
|
6.68K
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-481- 4.08% |
$16.2K - $18.7K
|
11.3K
$461K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-513- 16.3% |
$17.2K - $20K
|
2.64K
$108K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-525- 17.59% |
$17.6K - $20.5K
|
2.46K
$100K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-532- 4.93% |
$17.9K - $20.7K
|
10.3K
$419K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-544- 2.72% |
$18.3K - $21.2K
|
19.5K
$794K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-570- 3.13% |
$19.2K - $22.2K
|
17.6K
$719K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-635- 2.14% |
$21.3K - $24.7K
|
29K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-648- 1.42% |
$21.8K - $25.3K
|
44.9K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-677- 4.96% |
$22.7K - $26.4K
|
13K
$529K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-685- 5.22% |
$23K - $26.7K
|
12.4K
$507K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-686- 3.09% |
$23K - $26.7K
|
21.5K
$877K
|