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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-68- 27.87% |
$2.39K - $2.57K
|
176
$6.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-69- 3.26% |
$2.43K - $2.6K
|
2.05K
$80.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-81- 37.67% |
$2.85K - $3.06K
|
134
$5.25K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-90- 7.71% |
$3.17K - $3.4K
|
1.08K
$42.2K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-100- 17.64% |
$3.52K - $3.78K
|
467
$18.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-100- 17.64% |
$3.52K - $3.78K
|
467
$18.3K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-111- 1.31% |
$3.91K - $4.19K
|
8.37K
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-113- 0.33% |
$3.98K - $4.27K
|
33.9K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-114- 0.96% |
$4.01K - $4.3K
|
11.8K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-120- 0.87% |
$4.23K - $4.53K
|
13.6K
$533K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-125- 2.59% |
$4.4K - $4.72K
|
4.71K
$184K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-132- 1.4% |
$4.65K - $4.98K
|
9.31K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-141- 1.48% |
$4.96K - $5.32K
|
9.38K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-151- 3.44% |
$5.32K - $5.7K
|
4.24K
$166K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-166- 1.96% |
$5.84K - $6.27K
|
8.29K
$325K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-169- 3.92% |
$5.95K - $6.38K
|
4.14K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-171- 14.65% |
$6.02K - $6.46K
|
996
$39K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-174- 75.98% |
$6.13K - $6.57K
|
55
$2.15K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-180- 0.69% |
$6.34K - $6.8K
|
25.9K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-190- 19.49% |
$6.69K - $7.17K
|
785
$30.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-198- 3.03% |
$6.97K - $7.47K
|
6.34K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-207- 2.46% |
$7.29K - $7.81K
|
8.19K
$321K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-220- 1.11% |
$7.75K - $8.31K
|
19.6K
$766K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-221- 72.94% |
$7.78K - $8.34K
|
82
$3.21K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-221- 72.94% |
$7.78K - $8.34K
|
82
$3.21K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-233- 11.0% |
$8.2K - $8.8K
|
1.89K
$73.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-240- 0.12% |
$8.45K - $9.06K
|
203K
$7.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-246- 4.03% |
$8.66K - $9.29K
|
5.86K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-247- 0.2% |
$8.7K - $9.32K
|
121K
$4.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-252- 56.38% |
$8.87K - $9.51K
|
195
$7.64K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-255- 69.67% |
$8.98K - $9.63K
|
111
$4.35K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-256- 62.44% |
$9.01K - $9.66K
|
154
$6.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-257- 1.68% |
$9.05K - $9.7K
|
15K
$590K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-263- 1.08% |
$9.26K - $9.93K
|
24.1K
$945K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-268- 3.7% |
$9.44K - $10.1K
|
6.97K
$273K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 0.2% |
$9.47K - $10.2K
|
131K
$5.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-270- 0.33% |
$9.51K - $10.2K
|
80.4K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-281- 10.85% |
$9.89K - $10.6K
|
2.31K
$90.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-282- 1.26% |
$9.93K - $10.6K
|
22.2K
$868K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-285- 2.37% |
$10K - $10.8K
|
11.7K
$460K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-298- 0.01% |
$10.5K - $11.2K
|
2.92M
$114M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-329- 0.58% |
$11.6K - $12.4K
|
56.7K
$2.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-346- 3.62% |
$12.2K - $13.1K
|
9.21K
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-361- 1.34% |
$12.7K - $13.6K
|
26.6K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-364- 79.13% |
$12.8K - $13.7K
|
96
$3.76K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-381- 26.61% |
$13.4K - $14.4K
|
1.05K
$41.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-385- 0.71% |
$13.6K - $14.5K
|
53.5K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-402- 4.97% |
$14.2K - $15.2K
|
7.68K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-465- 2.43% |
$16.4K - $17.6K
|
18.7K
$733K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-470- 0.68% |
$16.5K - $17.7K
|
68.5K
$2.68M
|