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 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29- 72.5% |
$1K - $1.21K
|
11
$449
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-47- 23.62% |
$1.63K - $1.97K
|
152
$6.2K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-48- 1.81% |
$1.66K - $2.01K
|
2.61K
$106K
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-51- 0.48% |
$1.77K - $2.13K
|
10.6K
$432K
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-51- 0.38% |
$1.77K - $2.13K
|
13.4K
$545K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-53- 0.51% |
$1.83K - $2.22K
|
10.4K
$423K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-56- 93.33% |
$1.94K - $2.34K
|
4
$163
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.35% |
$1.97K - $2.38K
|
16.3K
$664K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-58- 0.9% |
$2.01K - $2.43K
|
6.39K
$261K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-66- 27.27% |
$2.28K - $2.76K
|
176
$7.18K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-67- 0.49% |
$2.32K - $2.8K
|
13.7K
$560K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-81- 6.94% |
$2.8K - $3.39K
|
1.09K
$44.3K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-97- 1.65% |
$3.36K - $4.06K
|
5.77K
$236K
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 26.46% |
$3.46K - $4.18K
|
278
$11.3K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-135Closed |
$4.67K - $5.65K
|
0
$0
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-141- 14.29% |
$4.88K - $5.9K
|
846
$34.5K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-150- 3.2% |
$5.19K - $6.27K
|
4.54K
$185K
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-163- 3.58% |
$5.64K - $6.82K
|
4.39K
$179K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-165- 46.48% |
$5.71K - $6.9K
|
190
$7.75K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-175- 3.52% |
$6.06K - $7.32K
|
4.8K
$196K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-177- 42.04% |
$6.13K - $7.4K
|
244
$9.96K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-178- 3.31% |
$6.16K - $7.45K
|
5.21K
$212K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-182- 0.2% |
$6.3K - $7.61K
|
89.5K
$3.65M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-199- 5.31% |
$6.89K - $8.32K
|
3.55K
$145K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-212- 87.6% |
$7.34K - $8.87K
|
30
$1.22K
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-222- 2.09% |
$7.69K - $9.29K
|
10.4K
$424K
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-245- 0.37% |
$8.48K - $10.2K
|
66K
$2.69M
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-252- 3.99% |
$8.72K - $10.5K
|
6.07K
$248K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-272- 0.86% |
$9.42K - $11.4K
|
31.3K
$1.28M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-277- 3.31% |
$9.59K - $11.6K
|
8.08K
$330K
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-285- 1.1% |
$9.87K - $11.9K
|
25.7K
$1.05M
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-285- 1.1% |
$9.87K - $11.9K
|
25.7K
$1.05M
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-290- 2.94% |
$10K - $12.1K
|
9.56K
$390K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-301- 5.2% |
$10.4K - $12.6K
|
5.49K
$224K
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-313Closed |
$10.8K - $13.1K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-315- 5.11% |
$10.9K - $13.2K
|
5.85K
$239K
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-337- 0.42% |
$11.7K - $14.1K
|
80.8K
$3.3M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-345- 43.56% |
$11.9K - $14.4K
|
447
$18.2K
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-346- 0.16% |
$12K - $14.5K
|
216K
$8.82M
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-356- 62.57% |
$12.3K - $14.9K
|
213
$8.69K
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-360- 2.37% |
$12.5K - $15.1K
|
14.9K
$606K
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-365- 1.43% |
$12.6K - $15.3K
|
25.2K
$1.03M
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-384- 1.68% |
$13.3K - $16.1K
|
22.4K
$916K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-385- 3.95% |
$13.3K - $16.1K
|
9.35K
$382K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-405- 80.2% |
$14K - $16.9K
|
100
$4.08K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-410- 25.98% |
$14.2K - $17.2K
|
1.17K
$47.7K
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-414- 3.46% |
$14.3K - $17.3K
|
11.6K
$472K
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-417- 7.05% |
$14.4K - $17.4K
|
5.5K
$224K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-425- 4.79% |
$14.7K - $17.8K
|
8.46K
$345K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-429- 7.26% |
$14.9K - $17.9K
|
5.48K
$224K
|