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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.96K+ 13.76% |
$227K - $270K
|
49.3K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81K+ 102.78% |
$221K - $263K
|
11.5K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.8KNew |
$221K - $263K
|
5.8K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.73KNew |
$218K - $260K
|
5.73K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.71KNew |
$217K - $259K
|
5.71K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.66KNew |
$215K - $257K
|
5.66K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
5.6KNew |
$213K - $254K
|
5.6K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.51KNew |
$210K - $250K
|
5.51K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.4KNew |
$205K - $245K
|
5.4K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.33K+ 31.47% |
$203K - $242K
|
22.3K
$909K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.33KNew |
$203K - $242K
|
5.33K
$218K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.32K+ 7.25% |
$202K - $241K
|
78.7K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5.25KNew |
$200K - $238K
|
5.25K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.22K+ 10.94% |
$199K - $237K
|
53K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
5.22KNew |
$198K - $237K
|
5.22K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.18KNew |
$197K - $235K
|
5.18K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.16KNew |
$196K - $234K
|
5.16K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.13KNew |
$195K - $233K
|
5.13K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.12KNew |
$195K - $232K
|
5.12K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.01K+ 40.82% |
$191K - $227K
|
17.3K
$705K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.95K+ 1.07% |
$188K - $224K
|
468K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.93KNew |
$187K - $224K
|
4.93K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.91KNew |
$187K - $223K
|
4.91K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.9K+ 26.81% |
$186K - $222K
|
23.2K
$945K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.88KNew |
$186K - $221K
|
4.88K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.85K+ 44.11% |
$184K - $220K
|
15.8K
$647K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
4.82K+ 35.47% |
$183K - $219K
|
18.4K
$751K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.78KNew |
$182K - $217K
|
4.78K
$195K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.77KNew |
$182K - $217K
|
4.77K
$195K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.76KNew |
$181K - $216K
|
4.76K
$194K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$177K - $211K
|
4.66K
$190K
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.64K+ 2.47% |
$176K - $210K
|
192K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$176K - $210K
|
4.62K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.61KNew |
$175K - $209K
|
4.61K
$188K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.53KNew |
$172K - $205K
|
4.53K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.49K+ 0.62% |
$171K - $204K
|
731K
$29.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.47K+ 10.81% |
$170K - $203K
|
45.9K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
4.2K+ 17.07% |
$160K - $191K
|
28.8K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4.18K+ 34.63% |
$159K - $190K
|
16.3K
$664K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.17K+ 2.18% |
$159K - $189K
|
196K
$7.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.15KNew |
$158K - $188K
|
4.15K
$169K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.1K+ 200.59% |
$156K - $186K
|
6.14K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 39.64% |
$151K - $180K
|
14K
$572K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.96K+ 10.68% |
$150K - $179K
|
41K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.95K+ 64.95% |
$150K - $179K
|
10K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.8K+ 1.78% |
$145K - $172K
|
218K
$8.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.77KNew |
$143K - $171K
|
3.77K
$154K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.67K+ 5.06% |
$140K - $166K
|
76.2K
$3.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.61K+ 0.78% |
$137K - $164K
|
466K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.6K+ 26.66% |
$137K - $163K
|
17.1K
$698K
|