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
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.88KNew |
$228K - $297K
|
5.88K
$240K
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.7K+ 3.28% |
$221K - $288K
|
179K
$7.32M
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
5.61KNew |
$218K - $284K
|
5.61K
$229K
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5.61K+ 377.14% |
$218K - $284K
|
7.1K
$290K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.51K+ 20.75% |
$214K - $279K
|
32.1K
$1.31M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
5.5K+ 5.33% |
$214K - $278K
|
109K
$4.44M
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.38KNew |
$209K - $272K
|
5.38K
$220K
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.15KNew |
$200K - $261K
|
5.15K
$210K
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
5.14KNew |
$200K - $260K
|
5.14K
$210K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.12KNew |
$199K - $259K
|
5.12K
$209K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.08K+ 17.81% |
$198K - $257K
|
33.6K
$1.37M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.01K+ 52.19% |
$195K - $253K
|
14.6K
$596K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.98KNew |
$193K - $252K
|
4.98K
$203K
|
|
Aug 12, 2022
Q2 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
4.91KNew |
$191K - $249K
|
4.91K
$200K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.86K+ 5.07% |
$189K - $246K
|
101K
$4.11M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.79K+ 10.86% |
$186K - $242K
|
48.9K
$1.99M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
4.78K+ 3.24% |
$186K - $242K
|
152K
$6.21M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.69K+ 38.42% |
$182K - $237K
|
16.9K
$690K
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.08K+ 21.78% |
$159K - $206K
|
22.8K
$931K
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
4.04K+ 16.24% |
$157K - $205K
|
29K
$1.18M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.93K+ 12.81% |
$152K - $199K
|
34.6K
$1.41M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.85K+ 21.41% |
$150K - $195K
|
21.8K
$891K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.81K+ 27.84% |
$148K - $193K
|
17.5K
$714K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.77K+ 11.94% |
$146K - $191K
|
35.3K
$1.44M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
3.65K+ 2.13% |
$142K - $184K
|
174K
$7.12M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.6K+ 14.76% |
$140K - $182K
|
28K
$1.14M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.56K+ 66.09% |
$138K - $180K
|
8.95K
$365K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.39K+ 5.37% |
$132K - $171K
|
66.4K
$2.71M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.33K+ 37.18% |
$129K - $168K
|
12.3K
$501K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.28K+ 53.5% |
$127K - $166K
|
9.41K
$384K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 685.34% |
$122K - $158K
|
3.59K
$146K
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
3.07K+ 6.53% |
$119K - $155K
|
50.1K
$2.04M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.05K+ 5.73% |
$118K - $154K
|
56.2K
$2.3M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.96KNew |
$115K - $150K
|
2.96K
$121K
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.89K+ 11.81% |
$112K - $146K
|
27.4K
$1.12M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.87KNew |
$111K - $145K
|
2.87K
$117K
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.87K+ 7.5% |
$111K - $145K
|
41.1K
$1.68M
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.79K+ 4.54% |
$108K - $141K
|
64.2K
$2.62M
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.76K+ 41.81% |
$107K - $140K
|
9.37K
$382K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.68K+ 4.66% |
$104K - $136K
|
60.3K
$2.46M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$102K - $133K
|
2.63K
$107K
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.58K+ 43.21% |
$100K - $131K
|
8.56K
$349K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.51K+ 8.2% |
$97.6K - $127K
|
33.1K
$1.35M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.48K+ 29.83% |
$96.2K - $125K
|
10.8K
$440K
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.47K+ 39.56% |
$96K - $125K
|
8.71K
$356K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.44K+ 1.32% |
$94.8K - $123K
|
188K
$7.66M
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
2.4K+ 18.51% |
$93.2K - $121K
|
15.4K
$627K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.34K+ 3.51% |
$90.7K - $118K
|
68.9K
$2.81M
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
2.33K+ 3.57% |
$90.5K - $118K
|
67.6K
$2.76M
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.29K+ 5.07% |
$89K - $116K
|
47.5K
$1.94M
|