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 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
507+ 2.27% |
$17.1K - $20K
|
22.8K
$932K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
482+ 2.09% |
$16.3K - $19K
|
23.6K
$961K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
456+ 1.14% |
$15.4K - $18K
|
40.4K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$15.2K - $17.8K
|
450
$18.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
441+ 3.9% |
$14.9K - $17.4K
|
11.7K
$479K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
424+ 13.69% |
$14.3K - $16.7K
|
3.52K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
422+ 1.66% |
$14.3K - $16.7K
|
25.8K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
408New |
$13.8K - $16.1K
|
408
$16.7K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
359+ 55.23% |
$12.1K - $14.2K
|
1.01K
$41.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
358+ 1.54% |
$12.1K - $14.1K
|
23.7K
$966K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
357+ 5.21% |
$12.1K - $14.1K
|
7.21K
$294K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
355New |
$12K - $14K
|
355
$14.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
350+ 0.67% |
$11.8K - $13.8K
|
52.5K
$2.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
340+ 0.5% |
$11.5K - $13.4K
|
68.4K
$2.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
287+ 0.5% |
$9.69K - $11.3K
|
57.7K
$2.36M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
285+ 1.11% |
$9.62K - $11.2K
|
26K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
282+ 1.37% |
$9.52K - $11.1K
|
20.9K
$852K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
267+ 0.4% |
$9.02K - $10.5K
|
66.6K
$2.72M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
245+ 0.37% |
$8.27K - $9.67K
|
66.2K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
240+ 124.35% |
$8.1K - $9.47K
|
433
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
239New |
$8.07K - $9.43K
|
239
$9.75K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
237+ 0.08% |
$8K - $9.35K
|
312K
$12.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
213+ 0.68% |
$7.19K - $8.41K
|
31.6K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
201New |
$6.79K - $7.93K
|
201
$8.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
182New |
$6.15K - $7.18K
|
182
$7.43K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
180+ 49.32% |
$6.08K - $7.1K
|
545
$22.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179+ 2.12% |
$6.04K - $7.07K
|
8.61K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
163+ 2.27% |
$5.5K - $6.43K
|
7.34K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
160+ 61.3% |
$5.4K - $6.32K
|
421
$17.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
156+ 0.9% |
$5.27K - $6.16K
|
17.4K
$711K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
151+ 1.91% |
$5.1K - $5.96K
|
8.07K
$329K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140+ 56.91% |
$4.73K - $5.53K
|
386
$15.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
135New |
$4.56K - $5.33K
|
135
$5.51K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135New |
$4.56K - $5.33K
|
135
$5.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
132New |
$4.46K - $5.21K
|
132
$5.39K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
125New |
$4.22K - $4.93K
|
125
$5.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
119+ 2.24% |
$4.02K - $4.7K
|
5.43K
$222K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
118+ 1.14% |
$3.98K - $4.66K
|
10.5K
$427K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
114+ 278.05% |
$3.85K - $4.5K
|
155
$6.33K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
113+ 1.59% |
$3.82K - $4.46K
|
7.2K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
106New |
$3.58K - $4.18K
|
106
$4.33K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
104+ 0.88% |
$3.51K - $4.1K
|
11.9K
$487K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
103+ 0.93% |
$3.48K - $4.07K
|
11.2K
$456K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.38K - $3.95K
|
100
$4.08K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
98+ 0.38% |
$3.31K - $3.87K
|
25.8K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
87New |
$2.94K - $3.43K
|
87
$3.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 64.62% |
$2.84K - $3.32K
|
214
$8.73K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
83New |
$2.8K - $3.28K
|
83
$3.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
83New |
$2.8K - $3.28K
|
83
$3.39K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
73+ 1.15% |
$2.47K - $2.88K
|
6.43K
$263K
|