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 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.7KNew |
$560K - $653K
|
12.7K
$547K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.7K+ 265.0% |
$557K - $650K
|
17.4K
$750K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.6K+ 250.1% |
$555K - $648K
|
17.7K
$760K
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.3KNew |
$543K - $634K
|
12.3K
$530K
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.3K+ 13.71% |
$542K - $633K
|
102K
$4.39M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12.1K+ 17.9% |
$532K - $621K
|
79.6K
$3.42M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
12K+ 1.01% |
$528K - $616K
|
1.2M
$51.6M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
11.9K+ 44.95% |
$521K - $608K
|
38.2K
$1.64M
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
11.2K+ 5.5% |
$491K - $572K
|
214K
$9.19M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1K+ 133.98% |
$489K - $571K
|
19.4K
$835K
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
11K+ 5.38% |
$485K - $566K
|
216K
$9.28M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 9.46% |
$485K - $566K
|
127K
$5.48M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.9K+ 152.74% |
$478K - $558K
|
18K
$773K
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
10.5K+ 17.43% |
$462K - $539K
|
70.8K
$3.04M
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10K+ 135.41% |
$441K - $515K
|
17.4K
$750K
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
9.9KNew |
$435K - $508K
|
9.9K
$426K
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
9.64K+ 42.47% |
$424K - $495K
|
32.3K
$1.39M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.24KNew |
$406K - $474K
|
9.24K
$397K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
9.15K+ 2.51% |
$402K - $470K
|
373K
$16M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.07K+ 80.29% |
$399K - $466K
|
20.4K
$875K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8.95KNew |
$394K - $460K
|
8.95K
$385K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
8.92K+ 2.86% |
$392K - $458K
|
321K
$13.8M
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
8.83K+ 54.87% |
$388K - $453K
|
24.9K
$1.07M
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
8.75KNew |
$385K - $449K
|
8.75K
$376K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.43K+ 115.98% |
$371K - $432K
|
15.7K
$674K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.41KNew |
$370K - $431K
|
8.41K
$361K
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.33K+ 60.68% |
$367K - $428K
|
22.1K
$948K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
8.22K+ 10821.05% |
$362K - $422K
|
8.3K
$357K
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.76K+ 66.08% |
$341K - $398K
|
19.5K
$838K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.72KNew |
$340K - $396K
|
7.72K
$332K
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.7KNew |
$338K - $395K
|
7.7K
$331K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.66K+ 4.22% |
$337K - $393K
|
189K
$8.14M
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
7.54K+ 9.15% |
$331K - $387K
|
89.9K
$3.86M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.52K+ 29.67% |
$331K - $386K
|
32.9K
$1.41M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.5K+ 189.25% |
$330K - $385K
|
11.5K
$493K
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
7.16K+ 12.78% |
$315K - $368K
|
63.2K
$2.72M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.11K+ 152.31% |
$313K - $365K
|
11.8K
$506K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.78K+ 49.41% |
$298K - $348K
|
20.5K
$881K
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
6.72KNew |
$295K - $345K
|
6.72K
$289K
|
|
Jan 12, 2024
Q1 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
6.61KNew |
$291K - $339K
|
6.61K
$284K
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6.61KNew |
$291K - $339K
|
6.61K
$284K
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
6.54KNew |
$288K - $336K
|
6.54K
$281K
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
6.53K+ 11.25% |
$287K - $335K
|
64.6K
$2.78M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.12K+ 17.75% |
$269K - $314K
|
40.6K
$1.74M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.03KNew |
$265K - $309K
|
6.03K
$259K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5.94K+ 6.34% |
$261K - $305K
|
99.7K
$4.28M
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.74KNew |
$253K - $295K
|
5.74K
$247K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.72KNew |
$251K - $294K
|
5.72K
$246K
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
5.62K+ 17.19% |
$247K - $288K
|
38.3K
$1.65M
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
5.56K+ 9.52% |
$244K - $285K
|
63.9K
$2.75M
|