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 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.96KNew |
$235K - $275K
|
6.96K
$284K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.43KNew |
$217K - $254K
|
6.43K
$262K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
6.32KNew |
$213K - $249K
|
6.32K
$258K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.09KNew |
$206K - $240K
|
6.09K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.94KNew |
$200K - $234K
|
5.94K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.91KNew |
$200K - $233K
|
5.91K
$241K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.87KNew |
$198K - $232K
|
5.87K
$240K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.79KNew |
$196K - $229K
|
5.79K
$236K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.52KNew |
$186K - $218K
|
5.52K
$225K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
5.48KNew |
$185K - $216K
|
5.48K
$224K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
5.48KNew |
$185K - $216K
|
5.48K
$223K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.47KNew |
$185K - $216K
|
5.47K
$223K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.45KNew |
$184K - $215K
|
5.45K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.41K+ 27.2% |
$183K - $213K
|
25.3K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.24K+ 25.96% |
$177K - $207K
|
25.4K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.71KNew |
$159K - $186K
|
4.71K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
4.63K+ 6.15% |
$156K - $183K
|
80K
$3.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.61K+ 16.83% |
$156K - $182K
|
32K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
4.59K+ 295.11% |
$155K - $181K
|
6.14K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.34K+ 7.2% |
$146K - $171K
|
64.6K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.25K+ 6.67% |
$144K - $168K
|
68K
$2.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.17K+ 40.72% |
$141K - $165K
|
14.4K
$589K
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.08K+ 3.1% |
$138K - $161K
|
136K
$5.55M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 50.6% |
$136K - $159K
|
12K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.94K+ 5.16% |
$133K - $156K
|
80.3K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.83K+ 40.32% |
$129K - $151K
|
13.3K
$543K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.78KNew |
$128K - $149K
|
3.78K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.67K+ 45.55% |
$124K - $145K
|
11.7K
$479K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.66K+ 27.45% |
$124K - $145K
|
17K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.63K+ 12.59% |
$123K - $143K
|
32.5K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.38K+ 3.6% |
$114K - $133K
|
97.4K
$3.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.31KNew |
$112K - $131K
|
3.31K
$135K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 5.33% |
$111K - $130K
|
65.3K
$2.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 10.85% |
$110K - $129K
|
33.4K
$1.36M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.17K+ 9.16% |
$107K - $125K
|
37.8K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
3.12KNew |
$105K - $123K
|
3.12K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.11K+ 1.44% |
$105K - $123K
|
219K
$8.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.88K+ 15.09% |
$97.1K - $114K
|
21.9K
$895K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.87K+ 34.66% |
$96.9K - $113K
|
11.1K
$455K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.74K+ 3968.12% |
$92.5K - $108K
|
2.81K
$115K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.71K+ 64.74% |
$91.4K - $107K
|
6.89K
$281K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2.63KNew |
$89K - $104K
|
2.63K
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.62KNew |
$88.6K - $104K
|
2.62K
$107K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
2.53K+ 57.57% |
$85.4K - $99.8K
|
6.92K
$282K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
2.53K+ 0.74% |
$85.3K - $99.7K
|
344K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.5K+ 66.32% |
$84.4K - $98.6K
|
6.27K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.34K+ 2.28% |
$79.1K - $92.5K
|
105K
$4.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.29K+ 30.22% |
$77.3K - $90.3K
|
9.86K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.28K+ 12.56% |
$77K - $90K
|
20.4K
$834K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.28K+ 40.03% |
$76.8K - $89.8K
|
7.96K
$325K
|