Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.95MNew |
$188M - $225M
|
4.95M
$202M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.75M+ 6.39% |
$66.6M - $79.4M
|
29.1M
$1.19B
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.57M+ 158.71% |
$59.7M - $71.2M
|
2.56M
$104M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.26M+ 384.36% |
$48.1M - $57.4M
|
1.59M
$65M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21M+ 21.01% |
$46.2M - $55.1M
|
6.99M
$285M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2M+ 38.26% |
$45.7M - $54.5M
|
4.34M
$177M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.15M+ 1499.07% |
$43.9M - $52.3M
|
1.23M
$50.2M
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.08MNew |
$41.3M - $49.2M
|
1.08M
$44.3M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.08M+ 2298.19% |
$41.1M - $49M
|
1.13M
$46M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
999K+ 5.23% |
$38M - $45.3M
|
20.1M
$821M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
932K+ 11461.79% |
$35.4M - $42.3M
|
940K
$38.4M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
700K+ 39.03% |
$26.6M - $31.8M
|
2.49M
$102M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
599K+ 4103.22% |
$22.8M - $27.2M
|
613K
$25M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
420K+ 132.63% |
$16M - $19M
|
736K
$30.1M
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
393K+ 2458.13% |
$15M - $17.8M
|
409K
$16.7M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
357K+ 52818.79% |
$13.6M - $16.2M
|
358K
$14.6M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
349K+ 140.46% |
$13.3M - $15.8M
|
597K
$24.4M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
343KNew |
$13.1M - $15.6M
|
343K
$14M
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
340KNew |
$12.9M - $15.4M
|
340K
$13.9M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
331K+ 893.99% |
$12.6M - $15M
|
368K
$15M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
267KNew |
$10.2M - $12.1M
|
267K
$10.9M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
250K+ 2058.7% |
$9.51M - $11.3M
|
262K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
250KNew |
$9.51M - $11.3M
|
250K
$10.2M
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
244K+ 118.21% |
$9.27M - $11.1M
|
450K
$18.4M
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
242KNew |
$9.21M - $11M
|
242K
$9.88M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
230K+ 1502.17% |
$8.76M - $10.4M
|
246K
$10M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
225K+ 106.68% |
$8.57M - $10.2M
|
437K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
218K+ 36.14% |
$8.28M - $9.87M
|
820K
$33.5M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
211K+ 20.4% |
$8.03M - $9.58M
|
1.25M
$50.8M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
205K+ 1374.44% |
$7.8M - $9.3M
|
220K
$8.97M
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
202KNew |
$7.68M - $9.16M
|
202K
$8.24M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
198KNew |
$7.55M - $9M
|
198K
$8.1M
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
198K+ 33.59% |
$7.52M - $8.97M
|
787K
$32.1M
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
196KNew |
$7.47M - $8.91M
|
196K
$8.02M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
196K+ 2109.02% |
$7.45M - $8.88M
|
205K
$8.37M
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
182KNew |
$6.93M - $8.26M
|
182K
$7.43M
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
180KNew |
$6.86M - $8.18M
|
180K
$7.36M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 32.04% |
$6.86M - $8.18M
|
743K
$30.3M
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
165K+ 280.78% |
$6.28M - $7.49M
|
224K
$9.14M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162K+ 167.43% |
$6.16M - $7.35M
|
259K
$10.6M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
161KNew |
$6.12M - $7.29M
|
161K
$6.56M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
149K+ 45.26% |
$5.67M - $6.76M
|
478K
$19.5M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
145K+ 139.8% |
$5.51M - $6.57M
|
249K
$10.1M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
144K+ 30.37% |
$5.46M - $6.51M
|
616K
$25.1M
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
135KNew |
$5.15M - $6.14M
|
135K
$5.52M
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
133KNew |
$5.06M - $6.03M
|
133K
$5.43M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
123K+ 1104.43% |
$4.68M - $5.58M
|
134K
$5.48M
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
123KNew |
$4.66M - $5.56M
|
123K
$5M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
120KNew |
$4.56M - $5.44M
|
120K
$4.89M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
118KNew |
$4.48M - $5.34M
|
118K
$4.81M
|