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 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
69New |
$2.62K - $3.13K
|
69
$2.82K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
65New |
$2.47K - $2.95K
|
65
$2.65K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
59New |
$2.24K - $2.68K
|
59
$2.41K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
55New |
$2.09K - $2.49K
|
55
$2.24K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
54+ 11.54% |
$2.05K - $2.45K
|
522
$21.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
51+ 1.57% |
$1.94K - $2.31K
|
3.3K
$135K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
48+ 0.26% |
$1.83K - $2.18K
|
18.4K
$751K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$1.52K - $1.81K
|
40
$1.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
33+ 0.26% |
$1.26K - $1.5K
|
12.8K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.63% |
$1.26K - $1.5K
|
5.27K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
32+ 0.16% |
$1.22K - $1.45K
|
19.7K
$805K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 3.98% |
$1.07K - $1.27K
|
732
$29.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
27+ 0.23% |
$1.03K - $1.22K
|
11.8K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
26+ 2600.0% |
$989 - $1.18K
|
27
$1.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
23+ 0.35% |
$875 - $1.04K
|
6.64K
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
22+ 0.12% |
$837 - $998
|
18.7K
$762K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
13+ 0.02% |
$495 - $590
|
57.2K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.56% |
$342 - $408
|
1.61K
$65.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8+ 0.55% |
$304 - $363
|
1.45K
$59.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.5% |
$114 - $136
|
604
$24.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.78% |
$114 - $136
|
387
$15.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.14% |
$114 - $136
|
2.16K
$88.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.11% |
$76.1 - $90.7
|
1.88K
$76.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.29% |
$76.1 - $90.7
|
696
$28.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 2.9% |
$76.1 - $90.7
|
71
$2.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 1.2% |
$38 - $45.4
|
84
$3.43K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.5% |
$38 - $45.4
|
200
$8.16K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.01% |
$38 - $45.4
|
7K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$114 - $136
|
4.75K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-7- 0.01% |
$266 - $318
|
79.3K
$3.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 64.71% |
$418 - $499
|
6
$245
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-15- 0.24% |
$571 - $680
|
6.22K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-19- 0.24% |
$723 - $862
|
7.9K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 0.51% |
$761 - $907
|
3.93K
$160K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-24- 53.33% |
$913 - $1.09K
|
21
$857
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-27- 1.22% |
$1.03K - $1.22K
|
2.19K
$89.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-30- 24.0% |
$1.14K - $1.36K
|
95
$3.88K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-31- 12.45% |
$1.18K - $1.41K
|
218
$8.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-35- 0.63% |
$1.33K - $1.59K
|
5.51K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-36- 0.06% |
$1.37K - $1.63K
|
63.1K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-38- 14.84% |
$1.45K - $1.72K
|
218
$8.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-38- 0.37% |
$1.45K - $1.72K
|
10.3K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-40- 14.71% |
$1.52K - $1.81K
|
232
$9.47K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40- 22.86% |
$1.52K - $1.81K
|
135
$5.51K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-45- 0.73% |
$1.71K - $2.04K
|
6.09K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.93% |
$1.9K - $2.27K
|
5.33K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-55- 4.02% |
$2.09K - $2.49K
|
1.31K
$53.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 57.73% |
$2.13K - $2.54K
|
41
$1.67K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-58- 1.32% |
$2.21K - $2.63K
|
4.33K
$177K
|