Purchases and Sales Made in Q2 2023 in Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

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
Aug 14, 2023 Q2 2023
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
426
+ 1.49%
$15K - $16.1K
29.1K $1.14M
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
404
+ 4.84%
$14.2K - $15.3K
8.75K $343K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
400
New
$14.1K - $15.1K
400 $15.7K
Aug 03, 2023 Q2 2023
Simmons Bank

BUY
 -
396
+ 1.57%
$13.9K - $14.9K
25.6K $1M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
390
+ 1054.05%
$13.7K - $14.7K
427 $16.7K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
371
New
$13.1K - $14K
371 $14.5K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
370
+ 6.41%
$13K - $14K
6.14K $241K
Aug 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

BUY
 -
362
+ 3.27%
$12.7K - $13.7K
11.4K $448K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
327
+ 185.8%
$11.5K - $12.3K
503 $19.7K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
302
+ 5.16%
$10.6K - $11.4K
6.15K $241K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
275
+ 12.11%
$9.68K - $10.4K
2.55K $99.7K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
272
+ 105.43%
$9.58K - $10.3K
530 $20.8K
Aug 11, 2023 Q2 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
272
+ 1.0%
$9.58K - $10.3K
27.5K $1.08M
Aug 10, 2023 Q2 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
269
+ 4.86%
$9.47K - $10.2K
5.81K $228K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
265
+ 12.52%
$9.33K - $10K
2.38K $93.3K
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
254
+ 2.45%
$8.94K - $9.59K
10.6K $416K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
252
+ 35.05%
$8.87K - $9.51K
971 $38K
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
251
+ 1.0%
$8.84K - $9.48K
25.4K $994K
Aug 11, 2023 Q2 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
243
+ 1.0%
$8.56K - $9.17K
24.4K $957K
Jul 11, 2023 Q2 2023
Buckingham Capital Management, Inc.

BUY
 -
230
+ 3.9%
$8.1K - $8.68K
6.13K $240K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
216
+ 3.52%
$7.61K - $8.15K
6.35K $249K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
200
+ 14.47%
$7.04K - $7.55K
1.58K $62K
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
195
+ 1.25%
$6.87K - $7.36K
15.8K $618K
Jul 19, 2023 Q2 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
188
+ 0.73%
$6.62K - $7.1K
26K $1.02M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
186
+ 0.45%
$6.55K - $7.02K
41.5K $1.63M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
183
New
$6.44K - $6.91K
183 $7.17K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
177
+ 1475.0%
$6.23K - $6.68K
189 $7.41K
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
162
+ 0.77%
$5.7K - $6.12K
21.3K $835K
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
139
+ 2.33%
$4.89K - $5.25K
6.11K $239K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
138
New
$4.86K - $5.21K
138 $5.41K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
134
+ 0.17%
$4.72K - $5.06K
78K $3.06M
Jul 24, 2023 Q2 2023
Svb Wealth LLC

Boston, MA
BUY
 -
133
+ 1.34%
$4.68K - $5.02K
10K $393K
Sep 05, 2023 Q2 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
128
+ 0.86%
$4.51K - $4.83K
15K $587K
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
124
+ 1.04%
$4.37K - $4.68K
12.1K $472K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
114
+ 9.85%
$4.01K - $4.3K
1.27K $49.8K
Jul 27, 2023 Q2 2023
Conservest Capital Advisors, Inc.

BUY
 -
105
+ 1.0%
$3.7K - $3.96K
10.6K $417K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
103
+ 1.91%
$3.63K - $3.89K
5.5K $215K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
101
New
$3.56K - $3.81K
101 $3.96K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
100
New
$3.52K - $3.78K
100 $3.92K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
100
New
$3.52K - $3.78K
100 $3.92K
Jul 20, 2023 Q2 2023
St. Johns Investment Management Company, LLC

BUY
 -
91
+ 8.38%
$3.2K - $3.44K
1.18K $46.1K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
84
New
$2.96K - $3.17K
84 $3.29K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
80
New
$2.82K - $3.02K
80 $3.13K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
79
+ 0.24%
$2.78K - $2.98K
33.2K $1.3M
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
76
New
$2.68K - $2.87K
76 $2.98K
Aug 09, 2023 Q2 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
75
+ 0.11%
$2.64K - $2.83K
66.1K $2.59M
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
75
New
$2.64K - $2.83K
75 $2.94K
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
69
+ 2.49%
$2.43K - $2.6K
2.84K $111K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
66
+ 0.69%
$2.32K - $2.49K
9.65K $378K

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