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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.4K+ 9.82% |
$1.04M - $1.24M
|
306K
$12.5M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27.2K+ 76.18% |
$1.04M - $1.23M
|
63K
$2.57M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
27KNew |
$1.03M - $1.22M
|
27K
$1.1M
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
26.1K+ 125.58% |
$994K - $1.19M
|
46.9K
$1.92M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26K+ 226.03% |
$990K - $1.18M
|
37.5K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9K+ 28.18% |
$984K - $1.17M
|
118K
$4.8M
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25.2KNew |
$960K - $1.14M
|
25.2K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24.9K+ 50.23% |
$948K - $1.13M
|
74.5K
$3.04M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
24.9KNew |
$945K - $1.13M
|
24.9K
$1.01M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.5K+ 32.77% |
$933K - $1.11M
|
99.3K
$4.05M
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
24.4KNew |
$928K - $1.11M
|
24.4K
$996K
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
24.2K+ 161.58% |
$921K - $1.1M
|
39.2K
$1.6M
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
24.2K+ 1.02% |
$921K - $1.1M
|
2.41M
$98.3M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$916K - $1.09M
|
24.1K
$983K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
24KNew |
$913K - $1.09M
|
24K
$979K
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23.9KNew |
$910K - $1.09M
|
23.9K
$976K
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
23.8K+ 429.8% |
$907K - $1.08M
|
29.4K
$1.2M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23K+ 29.85% |
$875K - $1.04M
|
100K
$4.08M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.6K+ 371.53% |
$861K - $1.03M
|
28.7K
$1.17M
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
21.2KNew |
$806K - $961K
|
21.2K
$864K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.6KNew |
$784K - $934K
|
20.6K
$841K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20.2KNew |
$767K - $914K
|
20.2K
$823K
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
19.8KNew |
$751K - $896K
|
19.8K
$806K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.7K+ 158.77% |
$748K - $891K
|
32K
$1.31M
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
19.4K+ 16.67% |
$737K - $879K
|
136K
$5.53M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.8K+ 936.33% |
$717K - $855K
|
20.9K
$851K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.7KNew |
$713K - $850K
|
18.7K
$765K
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
18.6K+ 69.57% |
$707K - $844K
|
45.3K
$1.85M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.6KNew |
$706K - $842K
|
18.6K
$758K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
18.4KNew |
$701K - $836K
|
18.4K
$752K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.7K+ 5.18% |
$674K - $804K
|
360K
$14.7M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.3K+ 67.17% |
$657K - $784K
|
43K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.1KNew |
$652K - $777K
|
17.1K
$699K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17K+ 93.6% |
$646K - $770K
|
35.1K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
16.9K+ 4.1% |
$643K - $767K
|
429K
$17.5M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.8KNew |
$640K - $764K
|
16.8K
$687K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 168.19% |
$631K - $753K
|
26.5K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 11.87% |
$628K - $749K
|
156K
$6.35M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16.5KNew |
$627K - $748K
|
16.5K
$673K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
16.1K+ 28.02% |
$611K - $729K
|
73.4K
$3M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15.6KNew |
$593K - $707K
|
15.6K
$636K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 8.18% |
$571K - $681K
|
198K
$8.1M
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
14.8K+ 79.62% |
$563K - $672K
|
33.4K
$1.36M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 78.6% |
$563K - $671K
|
33.6K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.6KNew |
$554K - $661K
|
14.6K
$594K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14.1KNew |
$536K - $640K
|
14.1K
$575K
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
13.7KNew |
$519K - $619K
|
13.7K
$557K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.5K+ 246.95% |
$512K - $611K
|
18.9K
$772K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.4K+ 117.16% |
$511K - $609K
|
24.9K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 12.05% |
$508K - $606K
|
124K
$5.07M
|