Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-13.2K- 13.52% |
$465K - $499K
|
84.5K
$3.31M
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-13.7K- 22.31% |
$482K - $517K
|
47.7K
$1.87M
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.8K- 14.97% |
$484K - $519K
|
78.1K
$3.06M
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.8K- 14.97% |
$484K - $519K
|
78.1K
$3.06M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-14K- 15.55% |
$494K - $530K
|
76.2K
$2.99M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.7K- 13.67% |
$516K - $554K
|
92.6K
$3.63M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 4.09% |
$524K - $562K
|
349K
$13.7M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-15K- 51.6% |
$526K - $564K
|
14K
$550K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.2K- 59.21% |
$535K - $573K
|
10.5K
$410K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-15.5K- 4.54% |
$545K - $585K
|
326K
$12.8M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.7K- 18.66% |
$552K - $591K
|
68.3K
$2.68M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16K- 73.39% |
$563K - $604K
|
5.8K
$227K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.3K- 58.21% |
$574K - $615K
|
11.7K
$458K
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-17.1K- 19.61% |
$602K - $645K
|
70.1K
$2.75M
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-18K- 2.48% |
$634K - $679K
|
707K
$27.7M
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-18.4K- 14.42% |
$648K - $694K
|
109K
$4.28M
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-19.4K- 39.2% |
$683K - $733K
|
30.1K
$1.18M
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-20K- 63.48% |
$703K - $753K
|
11.5K
$450K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.6K- 42.44% |
$865K - $928K
|
33.3K
$1.31M
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-24.6K- 51.0% |
$867K - $930K
|
23.7K
$927K
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-27K- 21.97% |
$951K - $1.02M
|
96K
$3.76M
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-27.6K- 79.77% |
$970K - $1.04M
|
6.99K
$274K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-31.4K- 4.15% |
$1.11M - $1.19M
|
727K
$28.5M
|
|
Aug 10, 2023
Q2 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-32K- 6.13% |
$1.13M - $1.21M
|
490K
$19.2M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-32.6K- 49.68% |
$1.15M - $1.23M
|
33K
$1.29M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32.9K- 64.57% |
$1.16M - $1.24M
|
18K
$706K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.2K- 11.63% |
$1.2M - $1.29M
|
259K
$10.2M
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-35.4K- 43.8% |
$1.25M - $1.34M
|
45.4K
$1.78M
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-45.5K- 97.78% |
$1.6M - $1.72M
|
1.04K
$40.6K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-45.9K- 77.58% |
$1.61M - $1.73M
|
13.3K
$519K
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-49.1K- 22.92% |
$1.73M - $1.85M
|
165K
$6.47M
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-49.1K- 22.58% |
$1.73M - $1.85M
|
168K
$6.6M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-49.8K- 32.09% |
$1.75M - $1.88M
|
105K
$4.13M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50.7K- 57.33% |
$1.78M - $1.91M
|
37.7K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52.9K- 28.38% |
$1.86M - $2M
|
133K
$5.23M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-56.7K- 39.25% |
$2M - $2.14M
|
87.8K
$3.44M
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
SELL
|
- |
-60K- 35.09% |
$2.11M - $2.27M
|
111K
$4.35M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-61.4K- 28.44% |
$2.16M - $2.32M
|
155K
$6.05M
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-61.7K- 64.96% |
$2.17M - $2.33M
|
33.3K
$1.3M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-63.9K- 45.03% |
$2.25M - $2.41M
|
78K
$3.06M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-65K- 52.83% |
$2.29M - $2.45M
|
58K
$2.27M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-65.1K- 39.01% |
$2.29M - $2.46M
|
102K
$3.99M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-68.9K- 86.41% |
$2.43M - $2.6M
|
10.8K
$425K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-80.2K- 48.62% |
$2.82M - $3.03M
|
84.7K
$3.32M
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-122K- 68.15% |
$4.3M - $4.61M
|
57.1K
$2.24M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-129K- 2.45% |
$4.53M - $4.86M
|
5.13M
$201M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 6.84% |
$4.76M - $5.11M
|
1.84M
$72.1M
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-159K- 73.4% |
$5.6M - $6.01M
|
57.7K
$2.26M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-163K- 34.87% |
$5.73M - $6.14M
|
304K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-178K- 17.49% |
$6.26M - $6.71M
|
838K
$32.8M
|