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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.23K+ 4.36% |
$46.9K - $56K
|
29.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 142.54% |
$46.9K - $55.9K
|
2.1K
$85.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 2.29% |
$44.3K - $52.8K
|
52K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.16K+ 2.78% |
$44K - $52.5K
|
42.8K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 20.58% |
$42.6K - $50.8K
|
6.56K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.02K+ 0.36% |
$38.8K - $46.3K
|
285K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 8.64% |
$38K - $45.4K
|
12.6K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1K+ 307.69% |
$38K - $45.4K
|
1.33K
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
989New |
$37.6K - $44.9K
|
989
$40.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
982+ 4.44% |
$37.4K - $44.5K
|
23.1K
$942K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
962+ 69.66% |
$36.6K - $43.6K
|
2.34K
$95.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
905New |
$34.4K - $41.1K
|
905
$36.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
885+ 6.37% |
$33.7K - $40.1K
|
14.8K
$603K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
879+ 3.03% |
$33.4K - $39.9K
|
29.9K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
875+ 1.65% |
$33.3K - $39.7K
|
53.8K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
875+ 1.78% |
$33.3K - $39.7K
|
50.1K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
864+ 3.04% |
$32.9K - $39.2K
|
29.2K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
863+ 3.55% |
$32.8K - $39.1K
|
25.2K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
839+ 4.41% |
$31.9K - $38.1K
|
19.9K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
837+ 94.47% |
$31.8K - $38K
|
1.72K
$70.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
805+ 14.51% |
$30.6K - $36.5K
|
6.35K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
752+ 5.77% |
$28.6K - $34.1K
|
13.8K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
743+ 2.31% |
$28.3K - $33.7K
|
33K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
707+ 1.38% |
$26.9K - $32.1K
|
51.8K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
694+ 0.98% |
$26.4K - $31.5K
|
71.7K
$2.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
677New |
$25.8K - $30.7K
|
677
$27.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
648+ 1.77% |
$24.6K - $29.4K
|
37.2K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
620+ 346.37% |
$23.6K - $28.1K
|
799
$32.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
619New |
$23.5K - $28.1K
|
619
$25.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
613+ 6.76% |
$23.3K - $27.8K
|
9.68K
$395K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
604New |
$23K - $27.4K
|
604
$24.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600+ 689.66% |
$22.8K - $27.2K
|
687
$28K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
600New |
$22.8K - $27.2K
|
600
$24.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
585+ 7.42% |
$22.3K - $26.5K
|
8.47K
$346K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
578+ 0.36% |
$22K - $26.2K
|
163K
$6.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
557+ 2.08% |
$21.2K - $25.3K
|
27.3K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
530+ 5.87% |
$20.2K - $24K
|
9.56K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
528New |
$20.1K - $24K
|
528
$21.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
521+ 4.98% |
$19.8K - $23.6K
|
11K
$448K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
506+ 63.73% |
$19.2K - $23K
|
1.3K
$53.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
487+ 100.0% |
$18.5K - $22.1K
|
974
$39.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
475+ 0.47% |
$18.1K - $21.5K
|
103K
$4.18M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
454+ 5.15% |
$17.3K - $20.6K
|
9.27K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
447New |
$17K - $20.3K
|
447
$18.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
442+ 8.2% |
$16.8K - $20K
|
5.83K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
414+ 3.8% |
$15.7K - $18.8K
|
11.3K
$462K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
410+ 183.04% |
$15.6K - $18.6K
|
634
$25.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
406+ 2.16% |
$15.4K - $18.4K
|
19.2K
$784K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
404New |
$15.4K - $18.3K
|
404
$16.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
401+ 3.76% |
$15.3K - $18.2K
|
11.1K
$452K
|