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 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2+ 0.02% |
$88 - $103
|
10.3K
$441K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.44% |
$44 - $51.3
|
228
$9.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.34% |
$44 - $51.3
|
295
$12.7K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.25% |
$44 - $51.3
|
409
$17.6K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.47% |
$44 - $51.3
|
69
$2.97K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.88% |
$44 - $51.3
|
113
$4.86K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 1.14% |
$176 - $205
|
348
$15K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-7Closed |
$308 - $359
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-15- 0.02% |
$660 - $770
|
94.7K
$4.07M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-20Closed |
$880 - $1.03K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-22- 0.15% |
$968 - $1.13K
|
14.6K
$626K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-23- 34.85% |
$1.01K - $1.18K
|
43
$1.85K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-24- 32.43% |
$1.06K - $1.23K
|
50
$2.15K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.1K - $1.28K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-27- 0.57% |
$1.19K - $1.39K
|
4.74K
$204K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 24.55% |
$1.19K - $1.39K
|
83
$3.57K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-34Closed |
$1.5K - $1.75K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-35Closed |
$1.54K - $1.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-39- 3.25% |
$1.72K - $2K
|
1.16K
$49.9K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-49- 22.79% |
$2.16K - $2.52K
|
166
$7.13K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-54Closed |
$2.37K - $2.77K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-57Closed |
$2.51K - $2.93K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-58- 0.99% |
$2.55K - $2.98K
|
5.79K
$249K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-59- 0.47% |
$2.59K - $3.03K
|
12.5K
$539K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-63- 0.56% |
$2.77K - $3.23K
|
11.1K
$477K
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-67- 0.24% |
$2.95K - $3.44K
|
27.4K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 0.24% |
$3.08K - $3.59K
|
28.6K
$1.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-72Closed |
$3.17K - $3.7K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$3.3K - $3.85K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-76- 0.51% |
$3.34K - $3.9K
|
14.9K
$641K
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-81- 0.58% |
$3.56K - $4.16K
|
14K
$600K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-87- 86.14% |
$3.83K - $4.47K
|
14
$602
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-90- 2.95% |
$3.96K - $4.62K
|
2.96K
$127K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-96- 2.06% |
$4.22K - $4.93K
|
4.56K
$196K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-110- 28.35% |
$4.84K - $5.65K
|
278
$11.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-116- 0.53% |
$5.1K - $5.95K
|
21.7K
$932K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-119- 22.41% |
$5.23K - $6.11K
|
412
$17.7K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-121Closed |
$5.32K - $6.21K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-133- 2.41% |
$5.85K - $6.83K
|
5.39K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-139- 4.43% |
$6.11K - $7.13K
|
3K
$129K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-140- 1.65% |
$6.16K - $7.19K
|
8.36K
$359K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-147- 45.37% |
$6.47K - $7.55K
|
177
$7.61K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-150- 0.12% |
$6.6K - $7.7K
|
124K
$5.32M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156Closed |
$6.86K - $8.01K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-156- 0.51% |
$6.86K - $8.01K
|
30.5K
$1.31M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-195- 2.33% |
$8.58K - $10K
|
8.19K
$352K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-223Closed |
$9.81K - $11.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-228- 48.72% |
$10K - $11.7K
|
240
$10.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-232- 5.0% |
$10.2K - $11.9K
|
4.41K
$189K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-245- 4.37% |
$10.8K - $12.6K
|
5.36K
$230K
|