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 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
12.8K+ 230.23% |
$486K - $579K
|
18.3K
$748K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
12.4KNew |
$471K - $561K
|
12.4K
$505K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
12.2KNew |
$463K - $552K
|
12.2K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.1KNew |
$460K - $548K
|
12.1K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.8K+ 5574.41% |
$447K - $534K
|
12K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
10.9KNew |
$416K - $496K
|
10.9K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9KNew |
$414K - $493K
|
10.9K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$414K - $493K
|
10.9K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.9K+ 55.71% |
$413K - $492K
|
30.3K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.8K+ 93.72% |
$411K - $491K
|
22.4K
$912K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
10.5KNew |
$401K - $478K
|
10.5K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.3K+ 50.97% |
$393K - $468K
|
30.6K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.3K+ 47.36% |
$392K - $468K
|
32.1K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
10.3KNew |
$391K - $466K
|
10.3K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
10.2KNew |
$389K - $463K
|
10.2K
$417K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
9.4K+ 18.27% |
$358K - $426K
|
60.8K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.11K+ 111.6% |
$347K - $413K
|
17.3K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.95KNew |
$340K - $406K
|
8.95K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.88K+ 16.09% |
$338K - $403K
|
64K
$2.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.73KNew |
$332K - $396K
|
8.73K
$356K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.69KNew |
$330K - $394K
|
8.69K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8.63KNew |
$328K - $391K
|
8.63K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.57K+ 4.34% |
$326K - $389K
|
206K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.55K+ 3.96% |
$325K - $388K
|
225K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.53K+ 8.63% |
$325K - $387K
|
107K
$4.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
8.47KNew |
$322K - $384K
|
8.47K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.41K+ 62.09% |
$320K - $381K
|
21.9K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.4KNew |
$320K - $381K
|
8.4K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.37K+ 38.14% |
$318K - $380K
|
30.3K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.32K+ 9.29% |
$316K - $377K
|
97.8K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.2K+ 98.12% |
$312K - $372K
|
16.5K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.04K+ 0.28% |
$306K - $364K
|
2.93M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8.03K+ 2.61% |
$305K - $364K
|
315K
$12.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7.74K+ 180.89% |
$295K - $351K
|
12K
$491K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.72K+ 58.7% |
$294K - $350K
|
20.9K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.71K+ 8.61% |
$293K - $350K
|
97.2K
$3.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
7.71K+ 2.25% |
$293K - $350K
|
350K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.58K+ 32.58% |
$288K - $344K
|
30.8K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.5KNew |
$285K - $340K
|
7.5K
$306K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.38K+ 12.12% |
$281K - $335K
|
68.3K
$2.79M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.34KNew |
$279K - $333K
|
7.34K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.26K+ 19.83% |
$276K - $329K
|
43.9K
$1.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.89K+ 6.46% |
$262K - $312K
|
114K
$4.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 159.6% |
$262K - $312K
|
11.2K
$457K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.75K+ 4651.72% |
$257K - $306K
|
6.89K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.68KNew |
$254K - $303K
|
6.68K
$273K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6.45K+ 17.26% |
$245K - $292K
|
43.8K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.4KNew |
$243K - $290K
|
6.4K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
6.26KNew |
$238K - $284K
|
6.26K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
6.22K+ 48.62% |
$237K - $282K
|
19K
$776K
|