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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
700+ 448.72% |
$24.9K - $32K
|
856
$36.8K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
649+ 2.99% |
$23.1K - $29.7K
|
22.3K
$959K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
626+ 1.99% |
$22.3K - $28.6K
|
32K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
625+ 37.99% |
$22.3K - $28.6K
|
2.27K
$97.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
597+ 3.17% |
$21.3K - $27.3K
|
19.4K
$834K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
557+ 0.02% |
$19.8K - $25.5K
|
2.92M
$125M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
553+ 442.4% |
$19.7K - $25.3K
|
678
$29.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
500+ 2.03% |
$17.8K - $22.9K
|
25.2K
$1.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
464+ 2.38% |
$16.5K - $21.2K
|
19.9K
$856K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
458+ 6.95% |
$16.3K - $20.9K
|
7.05K
$303K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
413New |
$14.7K - $18.9K
|
413
$17.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
401+ 2.48% |
$14.3K - $18.3K
|
16.6K
$713K
|
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
395+ 4.22% |
$14.1K - $18.1K
|
9.77K
$420K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
380+ 13.99% |
$13.5K - $17.4K
|
3.1K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
368+ 1.69% |
$13.1K - $16.8K
|
22.2K
$954K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
360+ 1.04% |
$12.8K - $16.5K
|
34.9K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
345+ 0.14% |
$12.3K - $15.8K
|
250K
$10.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
329+ 7.72% |
$11.7K - $15K
|
4.59K
$197K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
308+ 4.71% |
$11K - $14.1K
|
6.85K
$294K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
273New |
$9.73K - $12.5K
|
273
$11.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
256New |
$9.12K - $11.7K
|
256
$11K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
251+ 1.67% |
$8.94K - $11.5K
|
15.3K
$657K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
249+ 1.94% |
$8.87K - $11.4K
|
13.1K
$561K
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
241+ 1.13% |
$8.59K - $11K
|
21.6K
$927K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
234+ 2.21% |
$8.34K - $10.7K
|
10.8K
$464K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
228+ 1.91% |
$8.12K - $10.4K
|
12.2K
$523K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
225+ 1.67% |
$8.02K - $10.3K
|
13.7K
$588K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
221+ 0.97% |
$7.87K - $10.1K
|
23K
$989K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
213+ 10.54% |
$7.59K - $9.74K
|
2.23K
$96K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
$7.13K - $9.15K
|
200
$8.6K
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
197+ 0.83% |
$7.02K - $9.01K
|
24K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
197New |
$7.02K - $9.01K
|
197
$8.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
194+ 0.24% |
$6.91K - $8.87K
|
80.2K
$3.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
184+ 2.37% |
$6.56K - $8.42K
|
7.95K
$342K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
178New |
$6.34K - $8.14K
|
178
$7.65K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
174+ 1.0% |
$6.2K - $7.96K
|
17.6K
$758K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
143+ 0.71% |
$5.1K - $6.54K
|
20.2K
$869K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
141New |
$5.02K - $6.45K
|
141
$6.06K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
140+ 0.8% |
$4.99K - $6.4K
|
17.6K
$758K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
128+ 0.34% |
$4.56K - $5.85K
|
37.8K
$1.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
116New |
$4.13K - $5.31K
|
116
$4.99K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
116+ 74.36% |
$4.13K - $5.31K
|
272
$11.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
110New |
$3.92K - $5.03K
|
110
$4.73K
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
109+ 0.22% |
$3.88K - $4.99K
|
50.2K
$2.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$3.56K - $4.57K
|
100
$4.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
100+ 35.97% |
$3.56K - $4.57K
|
378
$16.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
99New |
$3.53K - $4.53K
|
99
$4.26K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
92+ 1.64% |
$3.28K - $4.21K
|
5.7K
$245K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
87+ 3.0% |
$3.1K - $3.98K
|
2.99K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
83+ 0.67% |
$2.96K - $3.8K
|
12.5K
$537K
|