Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.36K- 5.32% |
$52.7K - $68.6K
|
24.1K
$985K
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 5.86% |
$56.5K - $73.6K
|
23.4K
$953K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.46K- 4.44% |
$56.7K - $73.9K
|
31.4K
$1.28M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.51K- 12.03% |
$58.7K - $76.4K
|
11K
$451K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.54K- 7.51% |
$59.8K - $77.9K
|
19K
$774K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.57KClosed |
$60.8K - $79.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.72K- 41.47% |
$66.7K - $86.8K
|
2.42K
$98.8K
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.77KClosed |
$68.8K - $89.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.82K- 11.65% |
$70.8K - $92.2K
|
13.8K
$564K
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.87K- 0.31% |
$72.5K - $94.5K
|
598K
$24.4M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 5.68% |
$75.1K - $97.8K
|
32.1K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.01K- 26.63% |
$78.1K - $102K
|
5.54K
$226K
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.04K- 1.41% |
$79.1K - $103K
|
142K
$5.81M
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.07KClosed |
$80.2K - $104K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-2.07KClosed |
$80.2K - $104K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.12K- 1.67% |
$82.2K - $107K
|
125K
$5.08M
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.13KClosed |
$82.8K - $108K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.19K- 3.39% |
$85K - $111K
|
62.4K
$2.55M
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.19K- 17.98% |
$85.2K - $111K
|
10K
$408K
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.39K- 29.92% |
$92.8K - $121K
|
5.59K
$228K
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.47K- 15.92% |
$96K - $125K
|
13K
$532K
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.53K- 25.6% |
$98.2K - $128K
|
7.35K
$300K
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.6KClosed |
$101K - $131K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.66K- 28.78% |
$103K - $134K
|
6.58K
$268K
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.72K- 4.25% |
$106K - $138K
|
61.2K
$2.5M
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.77K- 42.34% |
$108K - $140K
|
3.77K
$154K
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.77K- 30.11% |
$108K - $140K
|
6.43K
$262K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.8K- 2.04% |
$109K - $142K
|
134K
$5.48M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.9K- 8.33% |
$113K - $147K
|
31.9K
$1.3M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.91K- 4.92% |
$113K - $147K
|
56.2K
$2.29M
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.23K- 3.41% |
$126K - $163K
|
91.5K
$3.73M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.31K- 18.95% |
$128K - $167K
|
14.1K
$577K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.33K- 36.92% |
$129K - $168K
|
5.69K
$232K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.33K- 40.38% |
$129K - $168K
|
4.92K
$201K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.51K- 58.29% |
$136K - $178K
|
2.51K
$103K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.53KClosed |
$137K - $179K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.62K- 13.19% |
$141K - $183K
|
23.8K
$972K
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-3.63K- 8.7% |
$141K - $184K
|
38.1K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.23KClosed |
$164K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.37KClosed |
$170K - $221K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-4.39KClosed |
$171K - $222K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.41KClosed |
$171K - $223K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.48KClosed |
$174K - $227K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-4.5K- 16.97% |
$175K - $227K
|
22K
$898K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.56KClosed |
$177K - $231K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-4.64KClosed |
$180K - $235K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-4.67KClosed |
$181K - $236K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.74KClosed |
$184K - $240K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.74KClosed |
$184K - $240K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.79K- 6.49% |
$186K - $243K
|
69.1K
$2.82M
|