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 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.33K+ 5.42% |
$127K - $151K
|
64.7K
$2.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.19K+ 5.42% |
$121K - $145K
|
62.1K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
3.17K+ 2.93% |
$121K - $144K
|
111K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.14K+ 13.91% |
$120K - $143K
|
25.7K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.06K+ 1.17% |
$116K - $139K
|
264K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.04K+ 15.49% |
$116K - $138K
|
22.7K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.04K+ 19.34% |
$116K - $138K
|
18.8K
$765K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3K+ 8.47% |
$114K - $136K
|
38.4K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.94K+ 13.86% |
$112K - $133K
|
24.2K
$986K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.89KNew |
$110K - $131K
|
2.89K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.85K+ 18.36% |
$108K - $129K
|
18.4K
$750K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.83K+ 2283.06% |
$108K - $128K
|
2.96K
$121K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.79K+ 3.51% |
$106K - $127K
|
82.3K
$3.36M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.76K+ 7.87% |
$105K - $125K
|
37.9K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.75K+ 30.56% |
$105K - $125K
|
11.8K
$480K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.7K+ 27.35% |
$103K - $122K
|
12.6K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 15.78% |
$101K - $121K
|
19.6K
$799K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.67K+ 13.2% |
$101K - $121K
|
22.9K
$933K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.64K+ 1617.18% |
$100K - $120K
|
2.8K
$114K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.63K+ 1.88% |
$100K - $119K
|
143K
$5.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
2.63K+ 2.48% |
$99.9K - $119K
|
109K
$4.43M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.6K+ 49.15% |
$98.9K - $118K
|
7.89K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.59K+ 2.69% |
$98.6K - $118K
|
99K
$4.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.57K+ 1.93% |
$97.9K - $117K
|
136K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.56K+ 5.24% |
$97.5K - $116K
|
51.5K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.47KNew |
$94K - $112K
|
2.47K
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31K+ 12.06% |
$87.9K - $105K
|
21.5K
$876K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.31KNew |
$87.9K - $105K
|
2.31K
$94.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.29K+ 4.21% |
$87K - $104K
|
56.6K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.28K+ 20.43% |
$86.8K - $103K
|
13.4K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.27K+ 20.54% |
$86.3K - $103K
|
13.3K
$543K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.27KNew |
$86.2K - $103K
|
2.27K
$92.4K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.13K+ 2.29% |
$81K - $96.6K
|
95K
$3.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.11K+ 10.75% |
$80.3K - $95.7K
|
21.7K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.03K+ 11.1% |
$77.1K - $91.9K
|
20.3K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2K+ 1.21% |
$76.1K - $90.7K
|
167K
$6.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.95K+ 16.45% |
$74.1K - $88.4K
|
13.8K
$563K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 17.62% |
$66.7K - $79.5K
|
11.7K
$478K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
1.74K+ 7.26% |
$66.3K - $79.1K
|
25.8K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.59K+ 20.99% |
$60.5K - $72.2K
|
9.17K
$374K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.54K+ 2.76% |
$58.5K - $69.8K
|
57.3K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.53K+ 2.83% |
$58.2K - $69.4K
|
55.5K
$2.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.53K+ 2.01% |
$58K - $69.2K
|
77.5K
$3.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 818.38% |
$57.6K - $68.7K
|
1.7K
$69.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
1.47K+ 5.23% |
$56K - $66.7K
|
29.6K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 9.89% |
$55.3K - $66K
|
16.2K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 1.12% |
$53.8K - $64.1K
|
127K
$5.2M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.37K+ 5.54% |
$52.1K - $62.1K
|
26.1K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.36K+ 1.39% |
$51.5K - $61.5K
|
99K
$4.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.24K+ 3.72% |
$47K - $56K
|
34.4K
$1.41M
|