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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16.9K+ 115.89% |
$571K - $668K
|
31.5K
$1.29M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.4KNew |
$555K - $649K
|
16.4K
$671K
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
15.9KNew |
$539K - $629K
|
15.9K
$651K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.4KNew |
$519K - $606K
|
15.4K
$627K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
15.2KNew |
$514K - $601K
|
15.2K
$621K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
15.2KNew |
$512K - $599K
|
15.2K
$619K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
14.7K+ 116.29% |
$498K - $582K
|
27.4K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
14.5K+ 7.78% |
$490K - $573K
|
201K
$8.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 7.14% |
$487K - $570K
|
216K
$8.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.3K+ 22.8% |
$481K - $563K
|
76.8K
$3.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14.2K+ 21.04% |
$480K - $561K
|
81.7K
$3.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.9K+ 16.14% |
$470K - $549K
|
100K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
13.6KNew |
$461K - $539K
|
13.6K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
13.6K+ 130.09% |
$458K - $536K
|
24K
$980K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
13.4K+ 7.2% |
$453K - $529K
|
200K
$8.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13K+ 161.36% |
$439K - $513K
|
21.1K
$860K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 182.67% |
$435K - $508K
|
19.9K
$813K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
12.1KNew |
$407K - $476K
|
12.1K
$492K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
11.9KNew |
$401K - $468K
|
11.9K
$484K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
11.7K+ 14.33% |
$395K - $462K
|
93.4K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 75.08% |
$377K - $441K
|
26.1K
$1.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
10.9KNew |
$369K - $431K
|
10.9K
$446K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$358K - $419K
|
10.6K
$433K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10.6KNew |
$358K - $419K
|
10.6K
$433K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1K+ 22.63% |
$341K - $398K
|
54.7K
$2.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
10K+ 7.75% |
$338K - $395K
|
139K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.98K+ 45.41% |
$337K - $394K
|
31.9K
$1.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
9.94KNew |
$336K - $392K
|
9.94K
$405K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
9.88K+ 60.17% |
$334K - $390K
|
26.3K
$1.07M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
9.74KNew |
$329K - $384K
|
9.74K
$397K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
9.56KNew |
$323K - $377K
|
9.56K
$390K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
9.43K+ 1101.05% |
$318K - $372K
|
10.3K
$420K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
9.29K+ 7.24% |
$314K - $367K
|
138K
$5.62M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.21K+ 14.26% |
$311K - $364K
|
73.8K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
8.96KNew |
$303K - $354K
|
8.96K
$366K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.82KNew |
$298K - $348K
|
8.82K
$360K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
8.42KNew |
$284K - $332K
|
8.42K
$343K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.36K+ 44.06% |
$282K - $330K
|
27.3K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.22KNew |
$277K - $324K
|
8.22K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.18KNew |
$276K - $323K
|
8.18K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.96K+ 36.28% |
$269K - $314K
|
29.9K
$1.22M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.95KNew |
$269K - $314K
|
7.95K
$325K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
7.9K+ 50.38% |
$267K - $312K
|
23.6K
$962K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
7.45K+ 12.45% |
$251K - $294K
|
67.3K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.43K+ 56.25% |
$251K - $293K
|
20.6K
$843K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
7.38KNew |
$249K - $291K
|
7.38K
$301K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.25K+ 21.52% |
$245K - $286K
|
41K
$1.67M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7.21KNew |
$243K - $284K
|
7.21K
$294K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.07KNew |
$239K - $279K
|
7.07K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
7.02KNew |
$237K - $277K
|
7.02K
$287K
|