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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-137- 1.71% |
$4.41K - $5.55K
|
7.88K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-138- 11.13% |
$4.44K - $5.59K
|
1.1K
$45K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-175- 50.0% |
$5.63K - $7.09K
|
175
$7.14K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-188- 0.21% |
$6.05K - $7.61K
|
90.1K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-197- 3.08% |
$6.34K - $7.98K
|
6.2K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-214- 50.47% |
$6.89K - $8.67K
|
210
$8.57K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-244- 10.57% |
$7.85K - $9.88K
|
2.06K
$84.2K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-244- 0.73% |
$7.85K - $9.88K
|
33.1K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-250- 4.36% |
$8.05K - $10.1K
|
5.48K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-255- 1.19% |
$8.21K - $10.3K
|
21.2K
$866K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-260- 16.43% |
$8.37K - $10.5K
|
1.32K
$54K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-262- 84.52% |
$8.43K - $10.6K
|
48
$1.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-270- 10.68% |
$8.69K - $10.9K
|
2.26K
$92.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-283- 1.03% |
$9.11K - $11.5K
|
27.3K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-299- 1.03% |
$9.62K - $12.1K
|
28.7K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-304- 0.01% |
$9.79K - $12.3K
|
2.92M
$119M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-347- 11.66% |
$11.2K - $14.1K
|
2.63K
$107K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-380- 1.63% |
$12.2K - $15.4K
|
23K
$938K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-381- 0.48% |
$12.3K - $15.4K
|
79.6K
$3.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-431- 2.99% |
$13.9K - $17.5K
|
14K
$571K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-476- 7.95% |
$15.3K - $19.3K
|
5.51K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-494- 31.31% |
$15.9K - $20K
|
1.08K
$44.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-514- 1.08% |
$16.5K - $20.8K
|
47.1K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-562- 2.89% |
$18.1K - $22.8K
|
18.9K
$771K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-637- 7.61% |
$20.5K - $25.8K
|
7.74K
$316K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-653- 12.2% |
$21K - $26.4K
|
4.7K
$192K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-688- 22.32% |
$22.1K - $27.9K
|
2.39K
$97.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-707- 5.72% |
$22.8K - $28.6K
|
11.7K
$476K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-722- 2.52% |
$23.2K - $29.2K
|
27.9K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-729- 3.04% |
$23.5K - $29.5K
|
23.2K
$948K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-736- 7.63% |
$23.7K - $29.8K
|
8.91K
$364K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-813- 20.81% |
$26.2K - $32.9K
|
3.09K
$126K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-820- 22.72% |
$26.4K - $33.2K
|
2.79K
$114K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-856- 1.11% |
$27.6K - $34.7K
|
76.5K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-879- 2.93% |
$28.3K - $35.6K
|
29.1K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-907- 4.06% |
$29.2K - $36.7K
|
21.4K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-924- 4.6% |
$29.7K - $37.4K
|
19.1K
$781K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-942- 14.83% |
$30.3K - $38.2K
|
5.41K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-954- 9.42% |
$30.7K - $38.6K
|
9.18K
$375K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-981- 4.57% |
$31.6K - $39.7K
|
20.5K
$837K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-982- 1.08% |
$31.6K - $39.8K
|
90K
$3.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-991- 36.02% |
$31.9K - $40.1K
|
1.76K
$71.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 0.78% |
$32.3K - $40.6K
|
127K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.04K- 4.35% |
$33.4K - $42K
|
22.8K
$931K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.04K- 19.22% |
$33.6K - $42.3K
|
4.39K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.08K- 5.06% |
$34.7K - $43.6K
|
20.2K
$824K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 11.66% |
$36.5K - $45.9K
|
8.58K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.19K- 7.93% |
$38.1K - $48K
|
13.8K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.25K- 74.92% |
$40.1K - $50.5K
|
417
$17K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 10.3% |
$41.2K - $51.8K
|
11.1K
$455K
|