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 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
105New |
$4.08K - $5.31K
|
105
$4.29K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
96+ 3.43% |
$3.73K - $4.86K
|
2.9K
$118K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
89New |
$3.46K - $4.5K
|
89
$3.63K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
86+ 390.91% |
$3.34K - $4.35K
|
108
$4.41K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
81New |
$3.15K - $4.1K
|
81
$3.31K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
80+ 0.39% |
$3.11K - $4.05K
|
20.7K
$845K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
74+ 125.42% |
$2.87K - $3.74K
|
133
$5.43K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
73+ 0.45% |
$2.84K - $3.69K
|
16.2K
$660K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
72New |
$2.8K - $3.64K
|
72
$2.94K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 0.7% |
$2.68K - $3.49K
|
9.94K
$406K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 1.27% |
$2.41K - $3.14K
|
4.96K
$202K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
51+ 0.77% |
$1.98K - $2.58K
|
6.66K
$272K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
50+ 4.57% |
$1.94K - $2.53K
|
1.14K
$46.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
47+ 0.75% |
$1.83K - $2.38K
|
6.3K
$257K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
47+ 0.46% |
$1.83K - $2.38K
|
10.3K
$422K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
44+ 26.83% |
$1.71K - $2.23K
|
208
$8.49K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
41New |
$1.59K - $2.07K
|
41
$1.67K
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
40+ 0.32% |
$1.55K - $2.02K
|
12.4K
$506K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
40+ 0.52% |
$1.55K - $2.02K
|
7.71K
$315K
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
36+ 0.12% |
$1.4K - $1.82K
|
30.5K
$1.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 100.0% |
$1.2K - $1.57K
|
62
$2.53K
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.39% |
$1.17K - $1.52K
|
7.77K
$317K
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
30+ 0.22% |
$1.17K - $1.52K
|
13.4K
$548K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
29+ 0.41% |
$1.13K - $1.47K
|
7.1K
$290K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29New |
$1.13K - $1.47K
|
29
$1.18K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
14New |
$544 - $708
|
14
$571
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
14+ 9.86% |
$544 - $708
|
156
$6.37K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.63% |
$505 - $658
|
2.07K
$84.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9+ 1.96% |
$350 - $455
|
469
$19.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
4+ 0.07% |
$155 - $202
|
5.49K
$224K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.71% |
$155 - $202
|
567
$23.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 28.57% |
$155 - $202
|
18
$735
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 1.02% |
$117 - $152
|
298
$12.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
3New |
$117 - $152
|
3
$122
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.27% |
$117 - $152
|
1.13K
$46K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.88% |
$77.7 - $101
|
230
$9.39K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.24% |
$38.9 - $50.6
|
410
$16.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1+ 1.47% |
$38.9 - $50.6
|
69
$2.82K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.18% |
$38.9 - $50.6
|
86
$3.51K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$38.9 - $50.6
|
7.54K
$308K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1- -0.0% |
$38.9 - $50.6
|
32.8K
$1.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 23.08% |
$117 - $152
|
10
$408
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.01% |
$194 - $253
|
61.8K
$2.52M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-10- 22.73% |
$389 - $506
|
34
$1.39K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 14.49% |
$389 - $506
|
59
$2.41K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-13- 0.06% |
$505 - $658
|
21.7K
$885K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-16- 0.22% |
$622 - $810
|
7.13K
$291K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-18Closed |
$699 - $911
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-19- 0.09% |
$738 - $961
|
20.6K
$840K
|