Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.5MNew |
$177M - $223M
|
5.5M
$225M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.77M+ 31.51% |
$153M - $193M
|
19.9M
$813M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.34M+ 745.77% |
$75.3M - $94.7M
|
2.65M
$108M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
910KNew |
$29.3M - $36.9M
|
910K
$37.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
878K+ 934.18% |
$28.3M - $35.6M
|
972K
$39.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
816KNew |
$26.3M - $33M
|
816K
$33.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
659KNew |
$21.2M - $26.7M
|
659K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
605K+ 40.57% |
$19.5M - $24.5M
|
2.1M
$85.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
589KNew |
$19M - $23.8M
|
589K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
568KNew |
$18.3M - $23M
|
568K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
537K+ 5.49% |
$17.3M - $21.8M
|
10.3M
$422M
|
|
|
Feb 07, 2024
Q4 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
494KNew |
$15.9M - $20M
|
494K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
440K+ 1249.28% |
$14.2M - $17.8M
|
475K
$19.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
392K+ 194.38% |
$12.6M - $15.9M
|
593K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
337K+ 7.18% |
$10.9M - $13.7M
|
5.04M
$206M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
323KNew |
$10.4M - $13.1M
|
323K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
303KNew |
$9.76M - $12.3M
|
303K
$12.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
292K+ 2562.5% |
$9.39M - $11.8M
|
303K
$12.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
247K+ 261.03% |
$7.96M - $10M
|
342K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
234K+ 462.4% |
$7.54M - $9.49M
|
285K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 6.51% |
$7.02M - $8.84M
|
3.57M
$146M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
207KNew |
$6.66M - $8.37M
|
207K
$8.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
205K+ 96.03% |
$6.6M - $8.31M
|
419K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
199KNew |
$6.42M - $8.08M
|
199K
$8.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
194K+ 1289.81% |
$6.25M - $7.86M
|
209K
$8.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
191KNew |
$6.16M - $7.75M
|
191K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
188K+ 796.01% |
$6.05M - $7.61M
|
212K
$8.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
180K+ 1534.67% |
$5.78M - $7.27M
|
191K
$7.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
176K+ 18500.84% |
$5.67M - $7.13M
|
177K
$7.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
176K+ 134.13% |
$5.66M - $7.12M
|
307K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
166K+ 328.77% |
$5.33M - $6.7M
|
216K
$8.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
163KNew |
$5.24M - $6.59M
|
163K
$6.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
149K+ 920.48% |
$4.8M - $6.03M
|
165K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
144KNew |
$4.62M - $5.82M
|
144K
$5.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
143K+ 179.89% |
$4.6M - $5.78M
|
222K
$9.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
132KNew |
$4.26M - $5.36M
|
132K
$5.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
131KNew |
$4.21M - $5.3M
|
131K
$5.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
123KNew |
$3.97M - $5M
|
123K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
123KNew |
$3.96M - $4.99M
|
123K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 10.89% |
$3.81M - $4.8M
|
1.21M
$49.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
114KNew |
$3.66M - $4.61M
|
114K
$4.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
113KNew |
$3.64M - $4.58M
|
113K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 20.54% |
$3.42M - $4.3M
|
623K
$25.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
105KNew |
$3.37M - $4.24M
|
105K
$4.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
102KNew |
$3.28M - $4.13M
|
102K
$4.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
100K+ 381.54% |
$3.22M - $4.05M
|
126K
$5.16M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
99.2K+ 10481.4% |
$3.19M - $4.02M
|
100K
$4.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
97.9KNew |
$3.15M - $3.96M
|
97.9K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
95.6K+ 47.71% |
$3.08M - $3.87M
|
296K
$12.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
84.3K+ 70.52% |
$2.71M - $3.42M
|
204K
$8.33M
|