Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.49K+ 36.95% |
$267K - $343K
|
27.8K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.36K+ 12.27% |
$262K - $336K
|
67.3K
$2.89M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.26KNew |
$259K - $332K
|
7.26K
$312K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.21K+ 5.78% |
$257K - $330K
|
132K
$5.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
7.21K+ 11.31% |
$257K - $330K
|
70.9K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.18KNew |
$256K - $328K
|
7.18K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
7.06KNew |
$252K - $323K
|
7.06K
$303K
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
7.02K+ 9.55% |
$250K - $321K
|
80.5K
$3.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.95KNew |
$248K - $318K
|
6.95K
$299K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
6.92K+ 56.38% |
$247K - $317K
|
19.2K
$825K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.73K+ 58.93% |
$240K - $308K
|
18.2K
$780K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.42K+ 24.61% |
$229K - $294K
|
32.5K
$1.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.4KNew |
$228K - $293K
|
6.4K
$275K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.32K+ 10.33% |
$225K - $289K
|
67.5K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
5.79KNew |
$206K - $265K
|
5.79K
$249K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.68KNew |
$202K - $260K
|
5.68K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.57K+ 38.12% |
$198K - $255K
|
20.2K
$867K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.49K+ 64.05% |
$196K - $251K
|
14.1K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.31KNew |
$189K - $243K
|
5.31K
$228K
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.22K+ 106.86% |
$186K - $239K
|
10.1K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.16K+ 25.73% |
$184K - $236K
|
25.2K
$1.08M
|
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.14K+ 2.74% |
$183K - $235K
|
193K
$8.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
5.09K+ 1.65% |
$181K - $233K
|
314K
$13.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.86K+ 5.43% |
$173K - $222K
|
94.4K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.78KNew |
$170K - $218K
|
4.78K
$205K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
4.69K+ 5.3% |
$167K - $214K
|
93.1K
$4M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.69K+ 3.29% |
$167K - $214K
|
147K
$6.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.52K+ 3.28% |
$161K - $207K
|
143K
$6.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.36K+ 17.8% |
$155K - $199K
|
28.8K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.24K+ 19.18% |
$151K - $194K
|
26.4K
$1.13M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.08K+ 13.35% |
$145K - $187K
|
34.7K
$1.49M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.04K+ 7.19% |
$144K - $185K
|
60.3K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.97K+ 17.42% |
$142K - $182K
|
26.8K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
3.84K+ 2.2% |
$137K - $176K
|
178K
$7.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.65K+ 27.79% |
$130K - $167K
|
16.8K
$721K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.63K+ 53.28% |
$129K - $166K
|
10.4K
$448K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.58K+ 3.16% |
$128K - $164K
|
117K
$5.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.55K+ 43.69% |
$126K - $162K
|
11.7K
$502K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.54KNew |
$126K - $162K
|
3.54K
$152K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
3.44K+ 66.98% |
$123K - $158K
|
8.59K
$369K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.36K+ 16.78% |
$120K - $154K
|
23.4K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3.3K+ 3.62% |
$118K - $151K
|
94.4K
$4.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.03K+ 23.97% |
$108K - $139K
|
15.7K
$674K
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.98K+ 15.82% |
$106K - $136K
|
21.8K
$939K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.83K+ 3.1% |
$101K - $130K
|
94.3K
$4.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
2.75K+ 27.72% |
$98.1K - $126K
|
12.7K
$545K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
2.75K+ 7.93% |
$97.8K - $126K
|
37.4K
$1.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
2.68K+ 0.79% |
$95.5K - $123K
|
342K
$14.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.65KNew |
$94.3K - $121K
|
2.65K
$114K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.56K+ 24.2% |
$91.1K - $117K
|
13.1K
$564K
|