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 |
---|---|---|---|---|---|---|---|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
5.49KNew |
$241K - $282K
|
5.49K
$236K
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.44K+ 27.15% |
$239K - $279K
|
25.5K
$1.1M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
5.39KNew |
$237K - $277K
|
5.39K
$232K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.39KNew |
$237K - $277K
|
5.39K
$232K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.25K+ 1359.33% |
$231K - $269K
|
5.63K
$242K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.18KNew |
$228K - $266K
|
5.18K
$222K
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5.17KNew |
$227K - $265K
|
5.17K
$222K
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.11K+ 53.31% |
$225K - $262K
|
14.7K
$632K
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.1KNew |
$224K - $262K
|
5.1K
$219K
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.05K+ 8.08% |
$222K - $259K
|
67.6K
$2.9M
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.03KNew |
$221K - $258K
|
5.03K
$216K
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.02K+ 56.93% |
$221K - $258K
|
13.8K
$594K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.88KNew |
$214K - $250K
|
4.88K
$210K
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
4.64KNew |
$204K - $238K
|
4.64K
$199K
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
4.54K+ 53.84% |
$200K - $233K
|
13K
$557K
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.49K+ 3.2% |
$197K - $230K
|
145K
$6.21M
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.38K+ 39.92% |
$193K - $225K
|
15.4K
$660K
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.37KNew |
$192K - $224K
|
4.37K
$188K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.35K+ 3.85% |
$191K - $223K
|
117K
$5.04M
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.11K+ 21.98% |
$181K - $211K
|
22.8K
$981K
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.11K+ 2.43% |
$181K - $211K
|
173K
$7.44M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.1K+ 83.48% |
$180K - $211K
|
9.02K
$388K
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.08K+ 45.6% |
$179K - $209K
|
13K
$559K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
4.04K+ 11.47% |
$178K - $207K
|
39.3K
$1.69M
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
BUY
|
- |
3.97K+ 6.47% |
$174K - $204K
|
65.2K
$2.8M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.9K+ 23.8% |
$171K - $200K
|
20.3K
$872K
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.81K+ 16.73% |
$167K - $195K
|
26.6K
$1.14M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
3.58K+ 2.14% |
$157K - $184K
|
171K
$7.34M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.52K+ 74.3% |
$155K - $180K
|
8.25K
$354K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.5K+ 43.0% |
$154K - $180K
|
11.6K
$500K
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.46K+ 4.15% |
$152K - $178K
|
86.9K
$3.74M
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.44K+ 57.55% |
$151K - $176K
|
9.41K
$405K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.41K+ 16.23% |
$150K - $175K
|
24.4K
$1.05M
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.39K+ 4.3% |
$149K - $174K
|
82.4K
$3.54M
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.36K+ 13.82% |
$148K - $173K
|
27.7K
$1.19M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.28K+ 11.59% |
$144K - $168K
|
31.5K
$1.36M
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.19K+ 57.18% |
$140K - $164K
|
8.77K
$377K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
3.18K+ 81.87% |
$140K - $163K
|
7.07K
$304K
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
3.16K+ 34.93% |
$139K - $162K
|
12.2K
$524K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
3.05K+ 77.07% |
$134K - $157K
|
7.01K
$301K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
2.99K+ 0.78% |
$132K - $154K
|
389K
$16.7M
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.96K+ 2.05% |
$130K - $152K
|
147K
$6.33M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
2.77K+ 40.24% |
$122K - $142K
|
9.66K
$415K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.73K+ 4.95% |
$120K - $140K
|
57.9K
$2.49M
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.69K+ 9.61% |
$118K - $138K
|
30.6K
$1.32M
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$114K - $133K
|
2.6K
$112K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
2.58K+ 4.15% |
$113K - $132K
|
64.7K
$2.78M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.56K+ 21.75% |
$113K - $131K
|
14.3K
$616K
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.5K+ 14.39% |
$110K - $128K
|
19.9K
$855K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.38K+ 37.91% |
$105K - $122K
|
8.65K
$372K
|