Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.16KClosed |
$359K - $419K
|
0
$0
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.56K- 20.08% |
$376K - $439K
|
34K
$1.39M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.4K- 23.5% |
$413K - $483K
|
30.6K
$1.25M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.71K- 28.37% |
$427K - $498K
|
24.5K
$1M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.89KClosed |
$435K - $508K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 94.85% |
$473K - $552K
|
584
$23.8K
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$479K - $559K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-11K- 3.94% |
$485K - $566K
|
269K
$11M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.2K- 22.14% |
$494K - $576K
|
39.5K
$1.61M
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.5K- 38.33% |
$504K - $588K
|
18.4K
$752K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-12.1K- 25.86% |
$534K - $624K
|
34.8K
$1.42M
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-12.3K- 67.26% |
$540K - $630K
|
5.98K
$244K
|
|
May 10, 2022
Q1 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-12.4K- 1.97% |
$544K - $635K
|
617K
$25.2M
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-12.7K- 78.01% |
$557K - $650K
|
3.57K
$146K
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-13.7K- 96.29% |
$604K - $705K
|
529
$21.6K
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-14.2K- 10.39% |
$624K - $728K
|
122K
$4.99M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-15.7K- 40.91% |
$691K - $806K
|
22.7K
$926K
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-15.9K- 65.53% |
$701K - $818K
|
8.39K
$342K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-18K- 5.93% |
$790K - $922K
|
285K
$11.6M
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-18KClosed |
$792K - $924K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-18.1KClosed |
$795K - $928K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-18.8KClosed |
$828K - $966K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-20.3KClosed |
$895K - $1.04M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.1K- 32.39% |
$929K - $1.08M
|
44.1K
$1.8M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.2K- 24.19% |
$934K - $1.09M
|
66.6K
$2.72M
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-21.5K- 10.6% |
$944K - $1.1M
|
181K
$7.38M
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-21.5K- 10.6% |
$944K - $1.1M
|
181K
$7.38M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-21.6K- 75.67% |
$950K - $1.11M
|
6.94K
$283K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.7K- 8.66% |
$953K - $1.11M
|
229K
$9.33M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-23.8K- 67.22% |
$1.05M - $1.22M
|
11.6K
$474K
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-23.9KClosed |
$1.05M - $1.23M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-24.1KClosed |
$1.06M - $1.24M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-24.2KClosed |
$1.06M - $1.24M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-24.4K- 77.53% |
$1.07M - $1.25M
|
7.08K
$289K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24.9K- 81.24% |
$1.09M - $1.28M
|
5.74K
$234K
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-26.5KClosed |
$1.17M - $1.36M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-26.7K- 72.17% |
$1.17M - $1.37M
|
10.3K
$420K
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.9K- 39.77% |
$1.18M - $1.38M
|
40.7K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-27.6K- 81.14% |
$1.22M - $1.42M
|
6.42K
$262K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-29.6K- 78.45% |
$1.3M - $1.52M
|
8.13K
$332K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.6K- 59.31% |
$1.3M - $1.52M
|
20.3K
$829K
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-30.4KClosed |
$1.34M - $1.56M
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-32K- 47.7% |
$1.41M - $1.64M
|
35.1K
$1.43M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-33.5KClosed |
$1.47M - $1.72M
|
0
$0
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-33.7K- 49.37% |
$1.48M - $1.73M
|
34.6K
$1.41M
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-33.8K- 85.29% |
$1.49M - $1.74M
|
5.83K
$238K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.2K- 72.6% |
$1.51M - $1.76M
|
12.9K
$528K
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-35KClosed |
$1.54M - $1.8M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-36.5KClosed |
$1.61M - $1.87M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-42.5K- 85.88% |
$1.87M - $2.18M
|
6.99K
$285K
|