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 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
362
New
$11.7K - $14.7K
362 $15.2K
Feb 14, 2024 Q4 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
354
+ 4.0%
$11.4K - $14.3K
9.2K $387K
Jan 26, 2024 Q4 2023
Plimoth Trust CO LLC

BUY
 -
344
+ 3.91%
$11.1K - $13.9K
9.15K $385K
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
334
+ 0.1%
$10.8K - $13.5K
339K $14.2M
Feb 02, 2024 Q4 2023
Bailard, Inc.

BUY
 -
319
+ 0.49%
$10.3K - $12.9K
65.4K $2.75M
Jan 11, 2024 Q4 2023
Advisory Resource Group

BUY
 -
293
+ 3.25%
$9.43K - $11.9K
9.31K $391K
Feb 13, 2024 Q4 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
293
+ 1.06%
$9.43K - $11.9K
28.1K $1.18M
Feb 12, 2024 Q4 2023
Mitchell Sinkler & Starr

BUY
 -
288
New
$9.27K - $11.7K
288 $12.1K
Feb 13, 2024 Q4 2023
Natixis

Paris, I0
BUY
 -
287
+ 2.42%
$9.24K - $11.6K
12.2K $511K
Jan 18, 2024 Q4 2023
Ellsworth Advisors, LLC

BUY
 -
281
+ 0.5%
$9.05K - $11.4K
56K $2.35M
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
275
New
$8.85K - $11.1K
275 $11.6K
Jan 09, 2024 Q4 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
267
+ 1.47%
$8.59K - $10.8K
18.5K $777K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
265
+ 197.76%
$8.53K - $10.7K
399 $16.8K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
258
+ 6.29%
$8.31K - $10.4K
4.36K $183K
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

BUY
 -
250
+ 13.02%
$8.05K - $10.1K
2.17K $91.3K
Feb 07, 2024 Q4 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
246
+ 3.21%
$7.92K - $9.96K
7.91K $333K
Feb 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
246
New
$7.92K - $9.96K
246 $10.3K
Jan 16, 2024 Q4 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
245
+ 5.82%
$7.89K - $9.92K
4.46K $188K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
220
+ 5.64%
$7.08K - $8.91K
4.12K $173K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
200
+ 2.07%
$6.44K - $8.1K
9.84K $414K
Jan 11, 2024 Q4 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
196
+ 2.15%
$6.31K - $7.94K
9.29K $391K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
195
+ 0.32%
$6.28K - $7.9K
61.4K $2.58M
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
193
New
$6.21K - $7.82K
193 $8.12K
Feb 01, 2024 Q4 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
185
+ 3.02%
$5.96K - $7.49K
6.3K $265K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
184
+ 17.18%
$5.92K - $7.45K
1.26K $52.8K
Feb 05, 2024 Q4 2023
Blue Chip Partners, Inc.

BUY
 -
180
+ 1.02%
$5.79K - $7.29K
17.8K $749K
Feb 06, 2024 Q4 2023
Bare Financial Services, Inc

Gap, PA
BUY
 -
169
New
$5.44K - $6.84K
169 $7.11K
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
167
+ 1.75%
$5.38K - $6.76K
9.72K $409K
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
150
+ 27.93%
$4.83K - $6.08K
687 $28.9K
Feb 13, 2024 Q4 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
148
New
$4.76K - $5.99K
148 $6.22K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
140
New
$4.51K - $5.67K
140 $5.89K
Feb 14, 2024 Q4 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
135
+ 0.3%
$4.35K - $5.47K
44.5K $1.87M
Feb 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
121
New
$3.89K - $4.9K
121 $5.09K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
112
New
$3.61K - $4.54K
112 $4.71K
Jan 30, 2024 Q4 2023
Duncker Streett & CO Inc

BUY
 -
100
+ 66.67%
$3.22K - $4.05K
250 $10.5K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
100
New
$3.22K - $4.05K
100 $4.21K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
96
+ 240.0%
$3.09K - $3.89K
136 $5.72K
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

BUY
 -
89
+ 0.32%
$2.86K - $3.6K
28.2K $1.19M
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
75
New
$2.41K - $3.04K
75 $3.15K
Jan 30, 2024 Q4 2023
Sierra Capital LLC

BUY
 -
70
+ 1.06%
$2.25K - $2.84K
6.67K $280K
Feb 05, 2024 Q4 2023
Conservest Capital Advisors, Inc.

BUY
 -
68
+ 0.63%
$2.19K - $2.75K
10.8K $454K
Feb 22, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
64
New
$2.06K - $2.59K
64 $2.69K
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
62
New
$2K - $2.51K
62 $2.61K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
60
+ 0.7%
$1.93K - $2.43K
8.66K $364K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
59
+ 0.52%
$1.9K - $2.39K
11.4K $481K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
44
+ 68.75%
$1.42K - $1.78K
108 $4.54K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
43
+ 2.64%
$1.38K - $1.74K
1.67K $70.3K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
41
+ 0.11%
$1.32K - $1.66K
38.7K $1.63M
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
37
New
$1.19K - $1.5K
37 $1.56K

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