Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.54K- 20.76% |
$221K - $258K
|
25K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.54K- 8.29% |
$221K - $258K
|
72.3K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-6.62KClosed |
$223K - $261K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6.76K- 8.43% |
$228K - $267K
|
73.5K
$3M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.98K- 16.45% |
$236K - $275K
|
35.4K
$1.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.16K- 31.86% |
$275K - $322K
|
17.4K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.33K- 12.38% |
$281K - $329K
|
59K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.38K- 10.84% |
$283K - $331K
|
68.9K
$2.81M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-8.88K- 2.24% |
$300K - $350K
|
388K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.04K- 3.49% |
$305K - $357K
|
250K
$10.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.48K- 25.3% |
$320K - $374K
|
28K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-10.1K- 44.95% |
$341K - $399K
|
12.4K
$505K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-10.3K- 99.97% |
$349K - $408K
|
3
$122
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-10.3K- 7.23% |
$349K - $408K
|
133K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.5K- 14.61% |
$355K - $415K
|
61.5K
$2.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.7K- 28.4% |
$361K - $422K
|
27K
$1.1M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-10.7KClosed |
$361K - $422K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-10.9K- 19.22% |
$367K - $429K
|
45.7K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.5K- 28.59% |
$388K - $453K
|
28.7K
$1.17M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12.4K- 35.66% |
$417K - $488K
|
22.3K
$910K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12.6K- 53.76% |
$424K - $496K
|
10.8K
$441K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 18.16% |
$433K - $506K
|
57.8K
$2.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-13.2K- 13.99% |
$446K - $521K
|
81.1K
$3.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.8K- 24.44% |
$465K - $543K
|
42.5K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.3K- 70.67% |
$482K - $564K
|
5.93K
$242K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-14.4K- 59.69% |
$487K - $569K
|
9.74K
$397K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-15.3K- 26.64% |
$516K - $603K
|
42.1K
$1.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-15.5K- 16.46% |
$524K - $613K
|
78.8K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.8K- 4.4% |
$532K - $622K
|
343K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.1K- 32.11% |
$543K - $635K
|
34K
$1.39M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-16.4K- 42.37% |
$555K - $648K
|
22.3K
$912K
|
|
|
Feb 10, 2023
Q4 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.5K- 2.97% |
$591K - $691K
|
572K
$23.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.8K- 57.89% |
$602K - $703K
|
13K
$529K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-18.8K- 4.49% |
$633K - $740K
|
399K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.8K- 17.61% |
$635K - $742K
|
87.9K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.5K- 65.31% |
$658K - $769K
|
10.4K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-20K- 3.08% |
$675K - $789K
|
629K
$25.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-20.1K- 48.09% |
$678K - $792K
|
21.7K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.3K- 3.7% |
$853K - $997K
|
657K
$26.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.4K- 62.88% |
$857K - $1M
|
15K
$611K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-28.1K- 25.23% |
$949K - $1.11M
|
83.3K
$3.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-28.3K- 15.88% |
$956K - $1.12M
|
150K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.5K- 9.69% |
$962K - $1.12M
|
265K
$10.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.6K- 76.29% |
$965K - $1.13M
|
8.88K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-31.6K- 22.53% |
$1.07M - $1.25M
|
109K
$4.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-32.9K- 40.86% |
$1.11M - $1.3M
|
47.6K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-34.1K- 31.78% |
$1.15M - $1.34M
|
73.1K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-34.5K- 72.03% |
$1.17M - $1.36M
|
13.4K
$547K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-34.8K- 85.6% |
$1.18M - $1.37M
|
5.86K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36.1K- 27.55% |
$1.22M - $1.42M
|
94.8K
$3.87M
|