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 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.25K+ 1.53% |
$75.8K - $88.6K
|
149K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.24K+ 30.23% |
$75.6K - $88.4K
|
9.65K
$394K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.17KNew |
$73.3K - $85.6K
|
2.17K
$88.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.1K+ 10.78% |
$70.9K - $82.8K
|
21.6K
$881K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.1K+ 7.68% |
$70.8K - $82.8K
|
29.4K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.07K+ 29.25% |
$69.7K - $81.5K
|
9.13K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 8.8% |
$64.1K - $74.9K
|
23.5K
$957K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.88K+ 2.93% |
$63.6K - $74.3K
|
66.2K
$2.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.83K+ 1.59% |
$61.8K - $72.2K
|
117K
$4.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.81KNew |
$61.2K - $71.6K
|
1.81K
$74K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.81K+ 7.74% |
$61.1K - $71.4K
|
25.2K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.78KNew |
$60.1K - $70.3K
|
1.78K
$72.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.74K+ 21.0% |
$58.8K - $68.7K
|
10K
$409K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.69K+ 7.07% |
$56.9K - $66.5K
|
25.5K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.66K+ 20.2% |
$55.9K - $65.3K
|
9.85K
$402K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.65K+ 28.17% |
$55.6K - $64.9K
|
7.49K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 6.82% |
$55.3K - $64.7K
|
25.7K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.54KNew |
$52K - $60.8K
|
1.54K
$62.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.53K+ 15.82% |
$51.5K - $60.2K
|
11.2K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.52K+ 23.77% |
$51.2K - $59.9K
|
7.9K
$322K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.51K+ 6.58% |
$51.1K - $59.7K
|
24.5K
$1M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.4K+ 5.25% |
$47.3K - $55.3K
|
28.1K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.39K+ 18.42% |
$46.8K - $54.7K
|
8.92K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.38K+ 15.51% |
$46.4K - $54.3K
|
10.2K
$418K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 0.48% |
$43.7K - $51.1K
|
270K
$11M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.27KNew |
$42.7K - $49.9K
|
1.27K
$51.6K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.12K+ 13.14% |
$38K - $44.4K
|
9.68K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.09KNew |
$36.8K - $43.1K
|
1.09K
$44.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
994+ 3.77% |
$33.6K - $39.2K
|
27.4K
$1.12M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
974New |
$32.9K - $38.4K
|
974
$39.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
955+ 29.95% |
$32.3K - $37.7K
|
4.14K
$169K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
949+ 12.81% |
$32K - $37.5K
|
8.36K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
921+ 28.97% |
$31.1K - $36.4K
|
4.1K
$167K
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
879+ 9.0% |
$29.7K - $34.7K
|
10.6K
$434K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
865New |
$29.2K - $34.1K
|
865
$35.3K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
857+ 5.12% |
$28.9K - $33.8K
|
17.6K
$718K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
823+ 7.88% |
$27.8K - $32.5K
|
11.3K
$460K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
794New |
$26.8K - $31.3K
|
794
$32.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
751+ 25.03% |
$25.4K - $29.6K
|
3.75K
$153K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
733+ 6.78% |
$24.8K - $28.9K
|
11.5K
$471K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
696+ 2.17% |
$23.5K - $27.5K
|
32.7K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
695+ 15.14% |
$23.5K - $27.4K
|
5.29K
$216K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
670+ 858.97% |
$22.6K - $26.4K
|
748
$30.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
663+ 29.04% |
$22.4K - $26.2K
|
2.95K
$120K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
625+ 353.11% |
$21.1K - $24.7K
|
802
$32.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
594+ 3.09% |
$20.1K - $23.4K
|
19.8K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
569New |
$19.2K - $22.5K
|
569
$23.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
540New |
$18.2K - $21.3K
|
540
$22K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
540+ 4.44% |
$18.2K - $21.3K
|
12.7K
$518K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
533+ 2.62% |
$18K - $21K
|
20.9K
$851K
|