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 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
125New |
$4.33K - $5.23K
|
125
$5.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
101+ 3.05% |
$3.5K - $4.22K
|
3.41K
$139K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
101+ 67.33% |
$3.5K - $4.22K
|
251
$10.2K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
94+ 0.64% |
$3.25K - $3.93K
|
14.7K
$599K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
92+ 2.61% |
$3.19K - $3.85K
|
3.61K
$147K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
83+ 0.0% |
$2.87K - $3.47K
|
2.92M
$119M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
81New |
$2.8K - $3.39K
|
81
$3.31K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
78+ 1.17% |
$2.7K - $3.26K
|
6.75K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
77+ 0.74% |
$2.67K - $3.22K
|
10.5K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
56+ 151.35% |
$1.94K - $2.34K
|
93
$3.8K
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
53+ 0.05% |
$1.83K - $2.22K
|
101K
$4.13M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
52+ 0.96% |
$1.8K - $2.18K
|
5.48K
$224K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
49+ 0.09% |
$1.7K - $2.05K
|
57.3K
$2.34M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
47+ 0.73% |
$1.63K - $1.97K
|
6.48K
$264K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41+ 0.05% |
$1.42K - $1.72K
|
89.5K
$3.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 18.65% |
$1.25K - $1.51K
|
229
$9.35K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
35+ 38.46% |
$1.21K - $1.46K
|
126
$5.14K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33+ 9.91% |
$1.14K - $1.38K
|
366
$14.9K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33+ 89.19% |
$1.14K - $1.38K
|
70
$2.86K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
33+ 0.46% |
$1.14K - $1.38K
|
7.24K
$295K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
22+ 550.0% |
$762 - $920
|
26
$1.06K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
20+ 11.24% |
$692 - $837
|
198
$8.08K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
18+ 4.16% |
$623 - $753
|
451
$18.4K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17+ 0.31% |
$589 - $711
|
5.48K
$224K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15New |
$519 - $627
|
15
$612
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.62% |
$450 - $544
|
2.12K
$86.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12New |
$415 - $502
|
12
$490
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.7% |
$277 - $335
|
1.16K
$47.2K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7New |
$242 - $293
|
7
$286
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.46% |
$173 - $209
|
1.1K
$44.7K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.52% |
$104 - $125
|
579
$23.6K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.01% |
$104 - $125
|
33.8K
$1.38M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 3.13% |
$34.6 - $41.8
|
33
$1.35K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.77% |
$34.6 - $41.8
|
131
$5.35K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$34.6 - $41.8
|
1
$40.8
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.24% |
$34.6 - $41.8
|
415
$16.9K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.59% |
$34.6 - $41.8
|
171
$6.98K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.15% |
$34.6 - $41.8
|
88
$3.59K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.47% |
$34.6 - $41.8
|
215
$8.77K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.85% |
$34.6 - $41.8
|
25
$1.02K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 3.23% |
$34.6 - $41.8
|
30
$1.22K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-2- 0.02% |
$69.2 - $83.7
|
8.52K
$348K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6- 0.06% |
$208 - $251
|
10.3K
$420K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$277 - $335
|
6.94K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10- 16.95% |
$346 - $418
|
49
$2K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-20- 1.35% |
$692 - $837
|
1.46K
$59.5K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20- 42.55% |
$692 - $837
|
27
$1.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-22- 34.92% |
$762 - $920
|
41
$1.67K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-23- 0.11% |
$796 - $962
|
20.9K
$854K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-23- 11.62% |
$796 - $962
|
175
$7.14K
|