Purchases and Sales Made in Q4 2023 in Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

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 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
36
New
$1.16K - $1.46K
36 $1.47K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
36
+ 0.14%
$1.16K - $1.46K
25.5K $1.04M
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
35
+ 1.39%
$1.13K - $1.42K
2.56K $105K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
20
+ 11.3%
$644 - $810
197 $8.04K
Jan 08, 2024 Q4 2023
First Hawaiian Bank

BUY
 -
17
+ 0.19%
$547 - $689
8.86K $362K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
16
New
$515 - $648
16 $653
Feb 06, 2024 Q4 2023
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
16
New
$515 - $648
16 $653
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
14
+ 0.84%
$451 - $567
1.68K $68.4K
Feb 06, 2024 Q4 2023
Edge Rock Capital LLC

BUY
 -
11
New
$354 - $446
11 $449
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

BUY
 -
10
+ 0.05%
$322 - $405
19K $777K
Feb 12, 2024 Q4 2023
Fortis Capital Management LLC

BUY
 -
7
+ 0.01%
$225 - $284
121K $4.92M
Feb 14, 2024 Q4 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
6
+ 0.55%
$193 - $243
1.1K $44.8K
Feb 13, 2024 Q4 2023
Bollard Group LLC

Boston, MA
BUY
 -
5
+ 0.85%
$161 - $203
593 $24.2K
Feb 12, 2024 Q4 2023
Strengthening Families & Communities, LLC

BUY
 -
4
+ 1.07%
$129 - $162
378 $15.4K
Feb 12, 2024 Q4 2023
Chesapeake Wealth Management

BUY
 -
4
+ 0.04%
$129 - $162
9.32K $380K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3
+ 0.89%
$96.6 - $122
340 $13.9K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2
+ 0.48%
$64.4 - $81
421 $17.2K
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
2
+ 1.15%
$64.4 - $81
176 $7.18K
Feb 09, 2024 Q4 2023
Glassman Wealth Services

BUY
 -
1
+ 0.88%
$32.2 - $40.5
115 $4.69K
Jan 26, 2024 Q4 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
1
+ 1.32%
$32.2 - $40.5
77 $3.14K
Jan 24, 2024 Q4 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1
+ 0.02%
$32.2 - $40.5
5.96K $243K
Feb 08, 2024 Q4 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
1
+ 0.01%
$32.2 - $40.5
6.94K $283K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.34%
$32.2 - $40.5
297 $12.1K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.75%
$32.2 - $40.5
134 $5.47K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-5
- 20.83%
$161 - $203
19 $775
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-14
- 5.45%
$451 - $567
243 $9.92K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-15
- 0.04%
$483 - $608
35K $1.43M
Feb 07, 2024 Q4 2023
Private Portfolio Partners LLC

SELL
 -
-19
- 0.16%
$612 - $770
11.6K $475K
Feb 02, 2024 Q4 2023
Carret Asset Management, LLC

SELL
 -
-34
- 0.17%
$1.09K - $1.38K
20.1K $821K
Feb 14, 2024 Q4 2023
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-42
- 0.22%
$1.35K - $1.7K
18.7K $762K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-45
- 83.33%
$1.45K - $1.82K
9 $367
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

SELL
 -
-49
- 0.26%
$1.58K - $1.98K
19K $775K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
SELL
 -
-51
- 73.91%
$1.64K - $2.07K
18 $735
Feb 02, 2024 Q4 2023
Addison Advisors LLC

SELL
 -
-55
- 5.1%
$1.77K - $2.23K
1.02K $41.7K
Jan 25, 2024 Q4 2023
Meeder Advisory Services, Inc.

Dublin, OH
SELL
 -
-58
- 0.34%
$1.87K - $2.35K
16.9K $691K
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-59
- 0.56%
$1.9K - $2.39K
10.4K $424K
Jan 24, 2024 Q4 2023
Cranbrook Wealth Management, LLC

SELL
 -
-60
- 0.54%
$1.93K - $2.43K
11.1K $451K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-69
- 85.19%
$2.22K - $2.79K
12 $490
Jan 10, 2024 Q4 2023
Lex Aurum Advisors, LLC

SELL
 -
-73
- 0.19%
$2.35K - $2.96K
37.6K $1.53M
Jan 10, 2024 Q4 2023
Mechanics Bank Trust Department

SELL
 -
-92
- 1.18%
$2.96K - $3.73K
7.71K $315K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
SELL
 -
-96
- 70.59%
$3.09K - $3.89K
40 $1.63K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-97
- 28.45%
$3.12K - $3.93K
244 $9.96K
Feb 14, 2024 Q4 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
SELL
 -
-98
- 1.07%
$3.15K - $3.97K
9.09K $371K
Mar 12, 2024 Q4 2023
Rovin Capital

SELL
 -
-99
- 0.9%
$3.19K - $4.01K
10.9K $443K
Aug 28, 2024 Q4 2023
Centennial Bank/Ar/

Conway, AR
SELL
 -
-100
- 0.26%
$3.22K - $4.05K
38.8K $1.58M
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

SELL
 -
-112
- 5.26%
$3.61K - $4.54K
2.02K $82.4K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-113
- 5.3%
$3.64K - $4.58K
2.02K $82.4K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-123
- 0.21%
$3.96K - $4.98K
58.1K $2.37M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

SELL
 -
-135
- 2.01%
$4.35K - $5.47K
6.57K $268K

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