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 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
400+ 1.65% |
$15.2K - $18.1K
|
24.6K
$1.01M
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
388+ 2.22% |
$14.8K - $17.6K
|
17.9K
$731K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
370New |
$14.1K - $16.8K
|
370
$15.1K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
362+ 0.78% |
$13.8K - $16.4K
|
46.5K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
349New |
$13.3K - $15.8K
|
349
$14.2K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
338New |
$12.9K - $15.3K
|
338
$13.8K
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
319+ 3.62% |
$12.1K - $14.5K
|
9.13K
$373K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
307+ 76.75% |
$11.7K - $13.9K
|
707
$28.9K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
301New |
$11.5K - $13.7K
|
301
$12.3K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300New |
$11.4K - $13.6K
|
300
$12.2K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
300+ 10.15% |
$11.4K - $13.6K
|
3.26K
$133K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
299+ 5.04% |
$11.4K - $13.6K
|
6.23K
$254K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
286+ 1.22% |
$10.9K - $13K
|
23.8K
$971K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
283+ 0.66% |
$10.8K - $12.8K
|
42.9K
$1.75M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
280+ 93.96% |
$10.7K - $12.7K
|
578
$23.6K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
275New |
$10.5K - $12.5K
|
275
$11.2K
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
270+ 2.38% |
$10.3K - $12.2K
|
11.6K
$474K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
249+ 350.7% |
$9.47K - $11.3K
|
320
$13.1K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
246New |
$9.36K - $11.2K
|
246
$10K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
245+ 158.06% |
$9.32K - $11.1K
|
400
$16.3K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
242+ 88.0% |
$9.21K - $11K
|
517
$21.1K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
234+ 1063.64% |
$8.9K - $10.6K
|
256
$10.4K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
227+ 3.34% |
$8.64K - $10.3K
|
7.03K
$287K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 2.38% |
$8.41K - $10K
|
9.52K
$389K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
208New |
$7.91K - $9.43K
|
208
$8.49K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
201+ 4.6% |
$7.65K - $9.12K
|
4.57K
$187K
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
192+ 0.6% |
$7.3K - $8.71K
|
32.3K
$1.32M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
185+ 0.63% |
$7.04K - $8.39K
|
29.7K
$1.21M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
182+ 0.77% |
$6.92K - $8.26K
|
23.8K
$973K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
179+ 4.59% |
$6.81K - $8.12K
|
4.08K
$166K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
166+ 0.48% |
$6.31K - $7.53K
|
35K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
162+ 2.46% |
$6.16K - $7.35K
|
6.75K
$275K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
154+ 2.53% |
$5.86K - $6.99K
|
6.25K
$255K
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
154+ 0.69% |
$5.86K - $6.99K
|
22.4K
$913K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
150+ 11.05% |
$5.71K - $6.8K
|
1.51K
$61.5K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
141+ 2.5% |
$5.36K - $6.4K
|
5.78K
$236K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
134New |
$5.1K - $6.08K
|
134
$5.47K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
130+ 1.69% |
$4.95K - $5.9K
|
7.82K
$319K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
125New |
$4.76K - $5.67K
|
125
$5.1K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
118New |
$4.49K - $5.35K
|
118
$4.82K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
117New |
$4.45K - $5.31K
|
117
$4.77K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
117New |
$4.45K - $5.31K
|
117
$4.77K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
115+ 20.25% |
$4.37K - $5.22K
|
683
$27.9K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
111+ 0.61% |
$4.22K - $5.03K
|
18.4K
$752K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
102+ 0.89% |
$3.88K - $4.63K
|
11.6K
$473K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
94New |
$3.58K - $4.26K
|
94
$3.84K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
94New |
$3.58K - $4.26K
|
94
$3.84K
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
93+ 1.73% |
$3.54K - $4.22K
|
5.47K
$223K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
88New |
$3.35K - $3.99K
|
88
$3.59K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
72+ 1440.0% |
$2.74K - $3.27K
|
77
$3.14K
|