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 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.24K- 19.83% |
$109K - $126K
|
13.1K
$534K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.28K- 95.54% |
$110K - $128K
|
153
$6.24K
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3.34K- 12.23% |
$112K - $130K
|
24K
$978K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-3.42K- 2.6% |
$115K - $133K
|
128K
$5.22M
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.65K- 32.46% |
$123K - $142K
|
7.59K
$310K
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.7K- 13.67% |
$124K - $144K
|
23.3K
$952K
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.76K- 20.03% |
$126K - $147K
|
15K
$613K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.83K- 19.43% |
$129K - $149K
|
15.9K
$649K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.87K- 12.84% |
$130K - $151K
|
26.2K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.93K- 35.37% |
$132K - $153K
|
7.19K
$293K
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-4.2K- 2.54% |
$141K - $164K
|
161K
$6.57M
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.31K- 31.68% |
$145K - $168K
|
9.3K
$379K
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.82K- 3.33% |
$162K - $188K
|
140K
$5.72M
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-4.86K- 2.68% |
$163K - $189K
|
176K
$7.2M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.94K- 13.09% |
$166K - $192K
|
32.8K
$1.34M
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4.98K- 41.28% |
$167K - $194K
|
7.08K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-5.23K- 46.61% |
$176K - $204K
|
5.99K
$244K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.4K- 3.75% |
$181K - $210K
|
139K
$5.66M
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-5.42KClosed |
$182K - $211K
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.55K- 25.76% |
$187K - $216K
|
16K
$653K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-6.42K- 83.47% |
$216K - $250K
|
1.27K
$51.9K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.43K- 7.59% |
$216K - $251K
|
78.3K
$3.19M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.77K- 49.55% |
$227K - $264K
|
6.89K
$281K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.85K- 25.12% |
$230K - $267K
|
20.4K
$833K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.85K- 7.72% |
$230K - $267K
|
81.9K
$3.34M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.97K- 13.47% |
$234K - $271K
|
44.7K
$1.83M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.28K- 4.56% |
$244K - $284K
|
152K
$6.22M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.29K- 6.93% |
$245K - $284K
|
98K
$4M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.65K- 13.19% |
$257K - $298K
|
50.3K
$2.05M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-8.2K- 11.18% |
$275K - $319K
|
65.1K
$2.66M
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.36K- 4.5% |
$281K - $326K
|
177K
$7.24M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.63K- 9.31% |
$290K - $336K
|
84K
$3.43M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.04K- 57.43% |
$304K - $352K
|
6.7K
$273K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-9.22K- 8.87% |
$310K - $359K
|
94.7K
$3.87M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.68K- 61.87% |
$325K - $377K
|
5.97K
$243K
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-10.1KClosed |
$341K - $395K
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-10.2K- 49.34% |
$344K - $399K
|
10.5K
$429K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-11.3K- 19.61% |
$379K - $440K
|
46.3K
$1.89M
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-11.9K- 24.9% |
$399K - $463K
|
35.8K
$1.46M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12.1K- 15.88% |
$407K - $471K
|
64.1K
$2.62M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-12.2K- 4.23% |
$410K - $476K
|
277K
$11.3M
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-12.3K- 11.23% |
$412K - $478K
|
96.9K
$3.95M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13.7K- 41.29% |
$461K - $534K
|
19.5K
$796K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 17.94% |
$468K - $542K
|
63.7K
$2.6M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.5K- 29.36% |
$486K - $564K
|
34.8K
$1.42M
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-14.9K- 23.67% |
$499K - $579K
|
47.9K
$1.96M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-15.3K- 15.91% |
$513K - $595K
|
80.7K
$3.29M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.4K- 9.86% |
$518K - $601K
|
141K
$5.75M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.6K- 29.41% |
$523K - $606K
|
37.3K
$1.52M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.3K- 9.68% |
$548K - $635K
|
152K
$6.21M
|