Purchases and Sales Made in Q1 2023 in Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Tr Real Est (XLRE) during Q1 2023. 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 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
3.75M
+ 130.87%
$130M - $157M
6.61M $270M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
665K
+ 3512.31%
$23M - $27.8M
684K $27.9M
May 15, 2023 Q1 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
661K
New
$22.9M - $27.6M
661K $27M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
444K
New
$15.4M - $18.6M
444K $18.1M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
264K
+ 9753.4%
$9.13M - $11M
266K $10.9M
May 15, 2023 Q1 2023
Squarepoint Ops LLC

New York, NY
BUY
 -
217K
New
$7.5M - $9.07M
217K $8.85M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
182K
+ 21.75%
$6.28M - $7.59M
1.02M $41.5M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
182K
+ 21.75%
$6.28M - $7.59M
1.02M $41.5M
Apr 26, 2023 Q1 2023
Proffitt & Goodson Inc

BUY
 -
168K
+ 512.4%
$5.8M - $7.01M
200K $8.18M
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
158K
+ 374.68%
$5.47M - $6.61M
200K $8.16M
May 15, 2023 Q1 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
137K
+ 13.75%
$4.73M - $5.72M
1.13M $46.2M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
136K
New
$4.7M - $5.67M
136K $5.53M
May 10, 2023 Q1 2023
Alps Advisors Inc

Denver, CO
BUY
 -
130K
+ 20.6%
$4.49M - $5.42M
759K $31M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
126K
+ 307.61%
$4.36M - $5.27M
167K $6.81M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
115K
+ 26.96%
$3.98M - $4.81M
541K $22.1M
May 10, 2023 Q1 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
109K
New
$3.76M - $4.55M
109K $4.44M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
107K
+ 929.98%
$3.7M - $4.47M
118K $4.83M
Oct 21, 2024 Q1 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
91.8K
New
$3.18M - $3.84M
91.8K $3.75M
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
87.7K
+ 43630.85%
$3.04M - $3.67M
87.9K $3.59M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
87.2K
New
$3.02M - $3.65M
87.2K $3.56M
May 09, 2023 Q1 2023
Nelson Capital Management, LLC

BUY
 -
87K
+ 741.22%
$3.01M - $3.64M
98.7K $4.03M
May 05, 2023 Q1 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
83K
+ 85.92%
$2.87M - $3.47M
180K $7.33M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
79K
+ 78.95%
$2.74M - $3.31M
179K $7.31M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
77.9K
New
$2.7M - $3.26M
77.9K $3.18M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
76.3K
+ 19.54%
$2.64M - $3.19M
467K $19M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
74.6K
+ 7.79%
$2.58M - $3.12M
1.03M $42.1M
May 03, 2023 Q1 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
71.9K
+ 361.04%
$2.49M - $3.01M
91.8K $3.75M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
71.7K
+ 3833.67%
$2.48M - $3M
73.6K $3M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
71.4K
+ 120.68%
$2.47M - $2.99M
131K $5.33M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
69.4K
+ 83.34%
$2.4M - $2.9M
153K $6.23M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
65.4K
+ 4.74%
$2.26M - $2.74M
1.45M $59M
Apr 18, 2023 Q1 2023
Waller Financial Planning Group, Inc

BUY
 -
62.4K
+ 16.1%
$2.16M - $2.61M
450K $18.4M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
59.2K
+ 54.08%
$2.05M - $2.48M
169K $6.89M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
56.1K
+ 6.04%
$1.94M - $2.35M
985K $40.2M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
55.7K
+ 57.23%
$1.93M - $2.33M
153K $6.25M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
54.6K
+ 2.84%
$1.89M - $2.28M
1.98M $80.7M
Jun 14, 2023 Q1 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
53.9K
New
$1.87M - $2.26M
53.9K $2.2M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
53.3K
New
$1.84M - $2.23M
53.3K $2.17M
Apr 27, 2023 Q1 2023
Money Design Co.,Ltd.

BUY
 -
51.3K
+ 7.62%
$1.78M - $2.15M
725K $29.6M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
46.7K
+ 3.11%
$1.62M - $1.96M
1.55M $63.3M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
45.9K
+ 14.7%
$1.59M - $1.92M
358K $14.6M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
43.9K
+ 384.34%
$1.52M - $1.84M
55.3K $2.26M
Apr 25, 2023 Q1 2023
Quattro Financial Advisors LLC

BUY
 -
42.8K
New
$1.48M - $1.79M
42.8K $1.75M
May 04, 2023 Q1 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
39.6K
+ 68.06%
$1.37M - $1.65M
97.7K $3.99M
May 12, 2023 Q1 2023
Winton Group LTD

London, X0
BUY
 -
38.9K
New
$1.35M - $1.63M
38.9K $1.59M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
37.9K
+ 292.59%
$1.31M - $1.59M
50.9K $2.08M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
36.2K
+ 45.98%
$1.25M - $1.52M
115K $4.69M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
36.2K
+ 14.44%
$1.25M - $1.51M
287K $11.7M
Apr 17, 2023 Q1 2023
Ayalon Insurance Comp Ltd.

BUY
 -
33.3K
+ 1388.25%
$1.15M - $1.39M
35.7K $1.46M

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