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 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 4.05% |
$1.55K - $1.82K
|
1.09K
$44.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-50- 20.16% |
$1.69K - $1.97K
|
198
$8.08K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-52- 88.14% |
$1.76K - $2.05K
|
7
$286
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-62- 0.72% |
$2.09K - $2.45K
|
8.52K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-66- 1.06% |
$2.23K - $2.61K
|
6.16K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-72- 5.81% |
$2.43K - $2.84K
|
1.17K
$47.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-75- 0.67% |
$2.53K - $2.96K
|
11.1K
$451K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-75- 3.42% |
$2.53K - $2.96K
|
2.12K
$86.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-80- 1.01% |
$2.7K - $3.16K
|
7.83K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-87- 1.82% |
$2.94K - $3.43K
|
4.69K
$191K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-107- 74.31% |
$3.61K - $4.22K
|
37
$1.51K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-125- 0.58% |
$4.22K - $4.93K
|
21.4K
$874K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-136- 1.47% |
$4.59K - $5.37K
|
9.13K
$373K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-140- 41.3% |
$4.73K - $5.53K
|
199
$8.12K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-145- 0.23% |
$4.9K - $5.72K
|
63.3K
$2.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-147- 1.24% |
$4.96K - $5.8K
|
11.7K
$479K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-174- 0.18% |
$5.88K - $6.87K
|
98.2K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-184- 1.76% |
$6.21K - $7.26K
|
10.3K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-184- 2.74% |
$6.21K - $7.26K
|
6.54K
$267K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-262- 41.0% |
$8.85K - $10.3K
|
377
$15.4K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-263- 3.01% |
$8.88K - $10.4K
|
8.48K
$346K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-275- 3.74% |
$9.29K - $10.9K
|
7.07K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-285- 4.1% |
$9.62K - $11.2K
|
6.67K
$272K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-292- 1.18% |
$9.86K - $11.5K
|
24.4K
$996K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-295- 0.01% |
$9.96K - $11.6K
|
2.92M
$119M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-312- 17.43% |
$10.5K - $12.3K
|
1.48K
$60.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-312- 2.28% |
$10.5K - $12.3K
|
13.4K
$547K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-313- 4.48% |
$10.6K - $12.4K
|
6.68K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-387- 0.72% |
$13.1K - $15.3K
|
53.2K
$2.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-389- 0.12% |
$13.1K - $15.4K
|
313K
$12.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-450- 75.0% |
$15.2K - $17.8K
|
150
$6.12K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-461- 1.42% |
$15.6K - $18.2K
|
32K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-462- 0.66% |
$15.6K - $18.2K
|
70K
$2.86M
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-463- 1.41% |
$15.6K - $18.3K
|
32.4K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-479- 8.07% |
$16.2K - $18.9K
|
5.46K
$223K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-491- 3.04% |
$16.6K - $19.4K
|
15.6K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-504- 92.65% |
$17K - $19.9K
|
40
$1.63K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-536- 1.26% |
$18.1K - $21.2K
|
42.1K
$1.72M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-543- 35.49% |
$18.3K - $21.4K
|
987
$40.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-557- 8.7% |
$18.8K - $22K
|
5.85K
$239K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-595- 8.45% |
$20.1K - $23.5K
|
6.45K
$263K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-659- 0.5% |
$22.3K - $26K
|
132K
$5.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-666- 2.11% |
$22.5K - $26.3K
|
30.9K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-668- 2.05% |
$22.6K - $26.4K
|
32K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-698- 4.56% |
$23.6K - $27.6K
|
14.6K
$596K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-700- 2.94% |
$23.6K - $27.6K
|
23.1K
$942K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-770- 2.87% |
$26K - $30.4K
|
26K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-818- 15.71% |
$27.6K - $32.3K
|
4.39K
$179K
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-829- 1.19% |
$28K - $32.7K
|
68.6K
$2.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-867- 52.26% |
$29.3K - $34.2K
|
792
$32.3K
|