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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-58- 1.32% |
$2.21K - $2.63K
|
4.33K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-60- 1.12% |
$2.28K - $2.72K
|
5.3K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-63- 0.26% |
$2.4K - $2.86K
|
24.1K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-64- 0.57% |
$2.43K - $2.9K
|
11.1K
$454K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-64- 1.1% |
$2.43K - $2.9K
|
5.76K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-65- 1.12% |
$2.47K - $2.95K
|
5.75K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-76- 1.3% |
$2.89K - $3.45K
|
5.77K
$236K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-77- 1.27% |
$2.93K - $3.49K
|
5.98K
$244K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-82- 0.47% |
$3.12K - $3.72K
|
17.3K
$705K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-105- 0.14% |
$3.99K - $4.76K
|
74.4K
$3.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-112- 0.57% |
$4.26K - $5.08K
|
19.5K
$796K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-114- 0.83% |
$4.34K - $5.17K
|
13.6K
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-136- 1.32% |
$5.17K - $6.17K
|
10.2K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-145- 1.52% |
$5.52K - $6.58K
|
9.39K
$384K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-148- 1.64% |
$5.63K - $6.71K
|
8.87K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-163- 1.83% |
$6.2K - $7.39K
|
8.72K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-170- 0.95% |
$6.47K - $7.71K
|
17.8K
$727K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-178- 1.45% |
$6.77K - $8.07K
|
12.1K
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-193- 0.62% |
$7.34K - $8.75K
|
30.9K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-193- 58.66% |
$7.34K - $8.75K
|
136
$5.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-204- 1.5% |
$7.76K - $9.25K
|
13.4K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-214- 0.77% |
$8.14K - $9.71K
|
27.7K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-215- 3.6% |
$8.18K - $9.75K
|
5.77K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-235- 12.34% |
$8.94K - $10.7K
|
1.67K
$68.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-243- 1.02% |
$9.24K - $11K
|
23.6K
$964K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-248- 48.34% |
$9.43K - $11.2K
|
265
$10.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-250- 4.74% |
$9.51K - $11.3K
|
5.03K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-263- 0.29% |
$10K - $11.9K
|
91.8K
$3.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-266- 0.99% |
$10.1K - $12.1K
|
26.7K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-274- 1.24% |
$10.4K - $12.4K
|
21.8K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-278- 3.7% |
$10.6K - $12.6K
|
7.24K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-307- 13.19% |
$11.7K - $13.9K
|
2.02K
$82.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-316- 1.65% |
$12K - $14.3K
|
18.9K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-317- 5.01% |
$12.1K - $14.4K
|
6.02K
$246K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-317- 1.46% |
$12.1K - $14.4K
|
21.4K
$874K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-322- 6.18% |
$12.2K - $14.6K
|
4.89K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-325- 1.26% |
$12.4K - $14.7K
|
25.4K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-352- 1.94% |
$13.4K - $16K
|
17.8K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-363- 17.1% |
$13.8K - $16.5K
|
1.76K
$71.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-370- 2.68% |
$14.1K - $16.8K
|
13.5K
$550K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-373- 0.91% |
$14.2K - $16.9K
|
40.4K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-374- 1.62% |
$14.2K - $17K
|
22.8K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-375- 0.1% |
$14.3K - $17K
|
363K
$14.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-389- 4.79% |
$14.8K - $17.6K
|
7.73K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-418- 7.74% |
$15.9K - $19K
|
4.99K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-434- 2.65% |
$16.5K - $19.7K
|
15.9K
$651K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-450- 2.61% |
$17.1K - $20.4K
|
16.8K
$685K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-451- 0.58% |
$17.2K - $20.5K
|
76.9K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-462- 1.27% |
$17.6K - $21K
|
35.8K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-494- 3.53% |
$18.8K - $22.4K
|
13.5K
$552K
|