Purchases and Sales Made in Q1 2023 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 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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.4KNew |
$291K - $351K
|
8.4K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.38K+ 10.91% |
$290K - $350K
|
85.2K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.24K+ 7.48% |
$285K - $345K
|
118K
$4.83M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.15KNew |
$282K - $341K
|
8.15K
$332K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.03KNew |
$278K - $336K
|
8.03K
$328K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.87KNew |
$273K - $329K
|
7.87K
$321K
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7.41K+ 67.78% |
$257K - $310K
|
18.3K
$749K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7.3K+ 33.68% |
$253K - $305K
|
29K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.14K+ 3.31% |
$247K - $298K
|
223K
$9.08M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.05K+ 9.55% |
$244K - $295K
|
80.9K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.01K+ 44.5% |
$243K - $293K
|
22.7K
$928K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.74KNew |
$233K - $282K
|
6.74K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 28.7% |
$233K - $282K
|
30.2K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
6.67K+ 5.81% |
$231K - $279K
|
121K
$4.95M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.65KNew |
$230K - $278K
|
6.65K
$271K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.42K+ 9.45% |
$222K - $269K
|
74.4K
$3.04M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
6.14KNew |
$212K - $257K
|
6.14K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.07K+ 18.95% |
$210K - $254K
|
38.1K
$1.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6K+ 19.71% |
$208K - $251K
|
36.4K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.97KNew |
$207K - $250K
|
5.97K
$244K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.97K+ 18.93% |
$207K - $250K
|
37.5K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.96KNew |
$206K - $249K
|
5.96K
$243K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.86K+ 11.17% |
$203K - $245K
|
58.4K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.8KNew |
$201K - $243K
|
5.8K
$237K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5.54KNew |
$192K - $232K
|
5.54K
$226K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.39K+ 37.37% |
$187K - $225K
|
19.8K
$808K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.37KNew |
$186K - $225K
|
5.37K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.75K+ 62.45% |
$164K - $199K
|
12.4K
$504K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.71K+ 71.47% |
$163K - $197K
|
11.3K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.7KNew |
$163K - $197K
|
4.7K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.58K+ 15.55% |
$158K - $191K
|
34K
$1.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.23K+ 6.48% |
$146K - $177K
|
69.5K
$2.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.2K+ 2.78% |
$145K - $176K
|
155K
$6.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
4.07K+ 1.18% |
$141K - $170K
|
348K
$14.2M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
4.01K+ 4.14% |
$139K - $168K
|
101K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.98K+ 14.77% |
$138K - $167K
|
30.9K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.96K+ 9.05% |
$137K - $165K
|
47.6K
$1.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.85K+ 4.46% |
$133K - $161K
|
90.2K
$3.68M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
3.69K+ 17.69% |
$128K - $154K
|
24.6K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.67K+ 83.68% |
$127K - $154K
|
8.06K
$329K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.62KNew |
$125K - $152K
|
3.62K
$148K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.5K+ 28.8% |
$121K - $146K
|
15.6K
$639K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.49K+ 47.24% |
$121K - $146K
|
10.9K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.23K+ 2.29% |
$112K - $135K
|
144K
$5.9M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.23K+ 14.43% |
$112K - $135K
|
25.6K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.18K+ 5.51% |
$110K - $133K
|
60.9K
$2.49M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.18K+ 14.5% |
$110K - $133K
|
25.1K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.13K+ 1.16% |
$108K - $131K
|
272K
$11.1M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.07K+ 14.58% |
$106K - $129K
|
24.1K
$985K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.04K+ 22.81% |
$105K - $127K
|
16.3K
$667K
|