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 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.01K+ 3.92% |
$104K - $126K
|
79.8K
$3.26M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3K+ 116.01% |
$104K - $125K
|
5.59K
$228K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3K+ 228.66% |
$104K - $125K
|
4.31K
$176K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.85K+ 2567.57% |
$98.7K - $119K
|
2.96K
$121K
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 10.18% |
$91.7K - $111K
|
28.7K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$89.6K - $108K
|
2.59K
$106K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.44K+ 6.44% |
$84.3K - $102K
|
40.3K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.32KNew |
$80.2K - $96.9K
|
2.32K
$94.6K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.27KNew |
$78.4K - $94.7K
|
2.27K
$92.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.25K+ 25.18% |
$77.7K - $93.9K
|
11.2K
$455K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.23K+ 3.09% |
$77K - $93.1K
|
74.2K
$3.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.21K+ 22.72% |
$76.6K - $92.6K
|
12K
$488K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
2.1K+ 2.61% |
$72.8K - $88K
|
82.6K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.05KNew |
$71K - $85.8K
|
2.05K
$83.7K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.99K+ 9.52% |
$68.8K - $83.1K
|
22.8K
$932K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.94K+ 8.34% |
$67.2K - $81.2K
|
25.2K
$1.03M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.92K+ 12.44% |
$66.5K - $80.4K
|
17.4K
$709K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.89K+ 13.84% |
$65.4K - $79K
|
15.5K
$634K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.8K+ 5.74% |
$62.2K - $75.2K
|
33.1K
$1.35M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.7K+ 4600.0% |
$58.9K - $71.2K
|
1.74K
$71K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.7K+ 20.25% |
$58.8K - $71.1K
|
10.1K
$412K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.69K+ 0.69% |
$58.6K - $70.9K
|
247K
$10.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.65K+ 20.77% |
$57.2K - $69.1K
|
9.61K
$392K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.64K+ 26.95% |
$56.8K - $68.6K
|
7.73K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.63K+ 11.69% |
$56.4K - $68.2K
|
15.6K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 2.23% |
$55.8K - $67.5K
|
74K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.6K+ 1.94% |
$55.3K - $66.8K
|
84.1K
$3.43M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
1.56K+ 1.67% |
$53.9K - $65.2K
|
94.9K
$3.87M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.5K+ 11.78% |
$51.8K - $62.6K
|
14.2K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.48K+ 6.68% |
$51.3K - $62K
|
23.7K
$966K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.48K+ 1.22% |
$51.3K - $62K
|
123K
$5.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.46K+ 2.63% |
$50.5K - $61K
|
57K
$2.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.46KNew |
$50.4K - $60.9K
|
1.46K
$59.4K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.44K+ 6.69% |
$50K - $60.4K
|
23K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.42K+ 5.07% |
$49.1K - $59.3K
|
29.4K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.41K+ 6.12% |
$48.9K - $59.1K
|
24.5K
$999K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 18.51% |
$45.3K - $54.8K
|
8.38K
$342K
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.24K+ 5.1% |
$43.1K - $52K
|
25.7K
$1.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 3.95% |
$43K - $52K
|
32.7K
$1.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 3.44% |
$39.7K - $48K
|
34.5K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.14K+ 3.56% |
$39.3K - $47.5K
|
33.1K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.1K+ 18.6% |
$38.2K - $46.2K
|
7.04K
$287K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.1K+ 201.83% |
$38.1K - $46K
|
1.65K
$67.1K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.08K+ 19.84% |
$37.5K - $45.3K
|
6.54K
$267K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.08K+ 6.21% |
$37.5K - $45.3K
|
18.5K
$755K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08K+ 12.14% |
$37.3K - $45.1K
|
9.96K
$406K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.05K+ 27.9% |
$36.5K - $44.1K
|
4.83K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.03K+ 1.63% |
$35.8K - $43.3K
|
64.3K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.02K+ 3.99% |
$35.4K - $42.8K
|
26.7K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.02K+ 9.98% |
$35.4K - $42.8K
|
11.3K
$460K
|