Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
786New |
$26.4K - $30.6K
|
786
$33.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
702+ 6.85% |
$23.6K - $27.4K
|
11K
$461K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
653New |
$21.9K - $25.4K
|
653
$27.5K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
652+ 5.57% |
$21.9K - $25.4K
|
12.4K
$520K
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
632New |
$21.2K - $24.6K
|
632
$26.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
604+ 2.05% |
$20.3K - $23.5K
|
30.1K
$1.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
585+ 2.99% |
$19.7K - $22.8K
|
20.1K
$847K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
583+ 119.47% |
$19.6K - $22.7K
|
1.07K
$45K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
559+ 2.3% |
$18.8K - $21.8K
|
24.9K
$1.05M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
535+ 5.88% |
$18K - $20.8K
|
9.64K
$405K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500+ 24.67% |
$16.8K - $19.5K
|
2.53K
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
485+ 1.67% |
$16.3K - $18.9K
|
29.6K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
464+ 3.25% |
$15.6K - $18.1K
|
14.7K
$619K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
448+ 1.73% |
$15.1K - $17.5K
|
26.3K
$1.11M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
423+ 4.92% |
$14.2K - $16.5K
|
9.01K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
416New |
$14K - $16.2K
|
416
$17.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
397+ 0.44% |
$13.3K - $15.5K
|
89.8K
$3.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
364+ 2.95% |
$12.2K - $14.2K
|
12.7K
$534K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
352+ 3.93% |
$11.8K - $13.7K
|
9.32K
$392K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
327+ 1.42% |
$11K - $12.7K
|
23.4K
$983K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
318+ 0.71% |
$10.7K - $12.4K
|
44.9K
$1.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
308New |
$10.3K - $12K
|
308
$13K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
267+ 0.4% |
$8.97K - $10.4K
|
66.3K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
267+ 2.01% |
$8.97K - $10.4K
|
13.5K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
266+ 1.42% |
$8.94K - $10.4K
|
19K
$801K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
260+ 0.93% |
$8.74K - $10.1K
|
28.2K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
258New |
$8.67K - $10.1K
|
258
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
254+ 8.6% |
$8.53K - $9.9K
|
3.21K
$135K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
249+ 0.01% |
$8.37K - $9.7K
|
2.92M
$123M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
240+ 0.21% |
$8.06K - $9.35K
|
112K
$4.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
239+ 628.95% |
$8.03K - $9.31K
|
277
$11.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
236+ 125.53% |
$7.93K - $9.2K
|
424
$17.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
229+ 0.83% |
$7.69K - $8.92K
|
27.8K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
211+ 1.14% |
$7.09K - $8.22K
|
18.8K
$790K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
180+ 0.97% |
$6.05K - $7.01K
|
18.8K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
180+ 1.58% |
$6.05K - $7.01K
|
11.6K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
163+ 2.78% |
$5.48K - $6.35K
|
6.03K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
157+ 0.74% |
$5.28K - $6.12K
|
21.5K
$903K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146+ 74.87% |
$4.91K - $5.69K
|
341
$14.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
141+ 0.81% |
$4.74K - $5.49K
|
17.6K
$741K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
139+ 1.49% |
$4.67K - $5.42K
|
9.45K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
138New |
$4.64K - $5.38K
|
138
$5.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135New |
$4.54K - $5.26K
|
135
$5.68K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
131+ 2.15% |
$4.4K - $5.11K
|
6.24K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
125New |
$4.2K - $4.87K
|
125
$5.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
114New |
$3.83K - $4.44K
|
114
$4.79K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
107+ 1.68% |
$3.6K - $4.17K
|
6.46K
$272K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
106+ 0.57% |
$3.56K - $4.13K
|
18.8K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
98New |
$3.29K - $3.82K
|
98
$4.12K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
91New |
$3.06K - $3.55K
|
91
$3.83K
|