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 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
209+ 97.21% |
$9.19K - $10.7K
|
424
$17.3K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
203New |
$8.93K - $10.4K
|
203
$8.28K
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
193+ 0.91% |
$8.49K - $9.91K
|
21.3K
$871K
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
187+ 2.48% |
$8.22K - $9.6K
|
7.74K
$316K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
185+ 115.63% |
$8.14K - $9.5K
|
345
$14.1K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
179New |
$7.87K - $9.19K
|
179
$7.3K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
163New |
$7.17K - $8.37K
|
163
$6.65K
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
150+ 2.93% |
$6.6K - $7.7K
|
5.28K
$215K
|
|
May 13, 2022
Q1 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
147+ 3.16% |
$6.47K - $7.55K
|
4.79K
$196K
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
147+ 3.09% |
$6.47K - $7.55K
|
4.91K
$200K
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
134+ 0.0% |
$5.89K - $6.88K
|
2.94M
$120M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
133+ 5.24% |
$5.85K - $6.83K
|
2.67K
$109K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
130+ 2.21% |
$5.72K - $6.67K
|
6K
$245K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
111New |
$4.88K - $5.7K
|
111
$4.53K
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
108+ 0.18% |
$4.75K - $5.54K
|
61.7K
$2.52M
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
101New |
$4.44K - $5.18K
|
101
$4.12K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 1.65% |
$4.4K - $5.13K
|
6.15K
$251K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
96New |
$4.22K - $4.93K
|
96
$3.92K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$4.05K - $4.72K
|
92
$3.75K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
88+ 100.0% |
$3.87K - $4.52K
|
176
$7.18K
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
83+ 3.05% |
$3.65K - $4.26K
|
2.8K
$114K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
73+ 5.12% |
$3.21K - $3.75K
|
1.5K
$61.2K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
69+ 191.67% |
$3.03K - $3.54K
|
105
$4.29K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
68+ 66.02% |
$2.99K - $3.49K
|
171
$6.98K
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
59+ 0.19% |
$2.59K - $3.03K
|
31.4K
$1.28M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
53+ 0.16% |
$2.33K - $2.72K
|
32.8K
$1.34M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
41+ 4.68% |
$1.8K - $2.1K
|
918
$37.5K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 12.58% |
$1.76K - $2.05K
|
358
$14.6K
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
39+ 0.03% |
$1.72K - $2K
|
117K
$4.78M
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
37+ 2.55% |
$1.63K - $1.9K
|
1.49K
$60.7K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
36+ 0.58% |
$1.58K - $1.85K
|
6.25K
$255K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
31+ 0.74% |
$1.36K - $1.59K
|
4.23K
$173K
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
30+ 15.54% |
$1.32K - $1.54K
|
223
$9.1K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
28+ 0.56% |
$1.23K - $1.44K
|
5.05K
$206K
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
22+ 0.18% |
$968 - $1.13K
|
12.4K
$505K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21+ 0.55% |
$924 - $1.08K
|
3.85K
$157K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
20New |
$880 - $1.03K
|
20
$816
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
19+ 0.55% |
$836 - $975
|
3.47K
$142K
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
17+ 0.11% |
$748 - $873
|
15.5K
$633K
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
13+ 2.02% |
$572 - $667
|
656
$26.8K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.44% |
$396 - $462
|
2.06K
$83.9K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 6.61% |
$352 - $411
|
129
$5.26K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7+ 0.06% |
$308 - $359
|
12.6K
$512K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.2% |
$308 - $359
|
3.53K
$144K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
7+ 0.03% |
$308 - $359
|
26.5K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
5New |
$220 - $257
|
5
$204
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$176 - $205
|
24.8K
$1.01M
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4+ 0.01% |
$176 - $205
|
33.7K
$1.38M
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.54% |
$132 - $154
|
563
$23K
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.57% |
$88 - $103
|
354
$14.4K
|