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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
44K+ 134.13% |
$1.49M - $1.74M
|
76.8K
$3.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
43.7KNew |
$1.48M - $1.72M
|
43.7K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
41.6K+ 56.92% |
$1.41M - $1.64M
|
115K
$4.68M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
41.5K+ 398.19% |
$1.4M - $1.64M
|
52K
$2.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.6K+ 37.64% |
$1.34M - $1.56M
|
145K
$5.91M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38.9K+ 11266.96% |
$1.31M - $1.53M
|
39.2K
$1.6M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
38.9K+ 11266.96% |
$1.31M - $1.53M
|
39.2K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
38.7K+ 153.4% |
$1.31M - $1.53M
|
63.9K
$2.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
36.1K+ 49.71% |
$1.22M - $1.43M
|
109K
$4.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.8K+ 14.34% |
$1.17M - $1.37M
|
277K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
34KNew |
$1.15M - $1.34M
|
34K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
32.1K+ 59.95% |
$1.08M - $1.27M
|
85.6K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
31.5KNew |
$1.06M - $1.24M
|
31.5K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
31.1KNew |
$1.05M - $1.23M
|
31.1K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.6K+ 41.69% |
$1.03M - $1.21M
|
104K
$4.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
30K+ 147.78% |
$1.01M - $1.19M
|
50.4K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 103.07% |
$999K - $1.17M
|
58.3K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
29.2KNew |
$987K - $1.15M
|
29.2K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
27.9K+ 92.62% |
$944K - $1.1M
|
58.1K
$2.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27K+ 367.11% |
$911K - $1.06M
|
34.3K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.7K+ 47.87% |
$902K - $1.05M
|
82.5K
$3.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
26KNew |
$879K - $1.03M
|
26K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
25.5K+ 40.4% |
$860K - $1.01M
|
88.6K
$3.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
25.4K+ 35.77% |
$859K - $1M
|
96.6K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25.4K+ 21.9% |
$857K - $1M
|
141K
$5.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.2K+ 10.7% |
$817K - $955K
|
250K
$10.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
24KNew |
$811K - $948K
|
24K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
23.8KNew |
$803K - $938K
|
23.8K
$970K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.3KNew |
$786K - $918K
|
23.3K
$949K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
23K+ 43.37% |
$776K - $907K
|
75.9K
$3.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
22.6K+ 11.71% |
$763K - $892K
|
215K
$8.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
22.5K+ 6.7% |
$758K - $886K
|
358K
$14.6M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22.3KNew |
$755K - $882K
|
22.3K
$912K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 28.48% |
$738K - $863K
|
98.6K
$4.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
21.7KNew |
$732K - $856K
|
21.7K
$885K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
21.6K+ 379.73% |
$730K - $853K
|
27.3K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.9KNew |
$707K - $827K
|
20.9K
$855K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.4KNew |
$690K - $806K
|
20.4K
$834K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
20K+ 62.44% |
$674K - $788K
|
51.9K
$2.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
19.4KNew |
$654K - $764K
|
19.4K
$790K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.2K+ 7.67% |
$647K - $756K
|
269K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
19K+ 163.3% |
$641K - $749K
|
30.6K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.9K+ 5.83% |
$638K - $746K
|
343K
$14M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.9K+ 360.52% |
$637K - $744K
|
24.1K
$983K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
18.2KNew |
$614K - $718K
|
18.2K
$742K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.2K+ 452.14% |
$614K - $717K
|
22.2K
$906K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
17.1KNew |
$576K - $674K
|
17.1K
$696K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
17.1KNew |
$576K - $673K
|
17.1K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17KNew |
$575K - $672K
|
17K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17K+ 47.88% |
$573K - $670K
|
52.4K
$2.14M
|