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
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-443- 29.14% |
$15.3K - $18.5K
|
1.08K
$44K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-474- 24.87% |
$16.4K - $19.8K
|
1.43K
$58.4K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-481- 4.76% |
$16.7K - $20.1K
|
9.62K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-483- 1.41% |
$16.7K - $20.2K
|
33.7K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-509- 2.35% |
$17.6K - $21.3K
|
21.2K
$863K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-553- 81.56% |
$19.1K - $23.1K
|
125
$5.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-630- 1.61% |
$21.8K - $26.4K
|
38.6K
$1.57M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-630- 1.61% |
$21.8K - $26.4K
|
38.6K
$1.57M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-649- 1.17% |
$22.5K - $27.1K
|
54.7K
$2.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-700- 6.81% |
$24.2K - $29.3K
|
9.58K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-700- 6.6% |
$24.2K - $29.3K
|
9.91K
$404K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-701- 67.21% |
$24.3K - $29.3K
|
342
$14K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-730- 0.55% |
$25.3K - $30.5K
|
132K
$5.37M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-740- 92.27% |
$25.6K - $31K
|
62
$2.53K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-742- 4.95% |
$25.7K - $31K
|
14.2K
$581K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-784- 3.93% |
$27.1K - $32.8K
|
19.2K
$782K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-785- 2.54% |
$27.2K - $32.8K
|
30.1K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-848- 12.19% |
$29.4K - $35.5K
|
6.11K
$249K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-856- 2.52% |
$29.6K - $35.8K
|
33.1K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-883- 9.24% |
$30.6K - $36.9K
|
8.68K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-915- 7.64% |
$31.7K - $38.3K
|
11.1K
$452K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-955- 1.01% |
$33.1K - $39.9K
|
93.8K
$3.83M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1K- 4.35% |
$34.7K - $41.9K
|
22K
$900K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.04K- 1.76% |
$35.9K - $43.3K
|
57.9K
$2.36M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.05K- 2.2% |
$36.3K - $43.8K
|
46.6K
$1.9M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.14K- 90.12% |
$39.5K - $47.7K
|
125
$5.1K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.17K- 5.45% |
$40.4K - $48.8K
|
20.2K
$826K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.2K- 7.68% |
$41.6K - $50.2K
|
14.4K
$589K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 15.49% |
$42.7K - $51.5K
|
6.72K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.28K- 4.52% |
$44.1K - $53.3K
|
26.9K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 13.44% |
$44.9K - $54.2K
|
8.35K
$341K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-1.32K- 19.06% |
$45.7K - $55.2K
|
5.6K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.37K- 1.26% |
$47.3K - $57.2K
|
107K
$4.38M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.44K- 14.59% |
$49.8K - $60.2K
|
8.43K
$344K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.48K- 7.25% |
$51.3K - $62K
|
19K
$774K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 5.81% |
$52.4K - $63.3K
|
24.5K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.59K- 25.8% |
$54.9K - $66.3K
|
4.56K
$186K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.64K- 14.85% |
$56.8K - $68.6K
|
9.41K
$384K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.65K- 14.77% |
$57.1K - $69K
|
9.52K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.66K- 23.53% |
$57.5K - $69.5K
|
5.4K
$220K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.68K- 7.12% |
$58.1K - $70.2K
|
21.9K
$893K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.7K- 9.99% |
$58.8K - $71K
|
15.3K
$625K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.7K- 97.87% |
$58.9K - $71.2K
|
37
$1.51K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.7K- 2.43% |
$59K - $71.3K
|
68.3K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.86K- 7.37% |
$64.5K - $78K
|
23.4K
$956K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.89K- 14.23% |
$65.3K - $78.8K
|
11.4K
$464K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.91K- 2.7% |
$66.2K - $80K
|
69K
$2.82M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.94K- 1.0% |
$67K - $81K
|
191K
$7.8M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.96K- 69.72% |
$67.8K - $81.9K
|
850
$34.7K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.98K- 6.76% |
$68.4K - $82.7K
|
27.3K
$1.11M
|