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 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-881- 3.85% |
$29.8K - $34.8K
|
22K
$899K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1K- 4.81% |
$33.8K - $39.5K
|
19.8K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 29.4% |
$36.4K - $42.5K
|
2.59K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.14K- 11.62% |
$38.6K - $45.1K
|
8.68K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.15K- 27.09% |
$38.7K - $45.2K
|
3.08K
$126K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.17K- 17.65% |
$39.6K - $46.3K
|
5.48K
$224K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 6.86% |
$40.6K - $47.4K
|
16.3K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.22K- 12.12% |
$41.1K - $48K
|
8.82K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 0.94% |
$46.1K - $53.8K
|
143K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.38K- 11.7% |
$46.6K - $54.5K
|
10.4K
$425K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.42K- 4.32% |
$48K - $56.1K
|
31.5K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.43K- 7.13% |
$48.1K - $56.2K
|
18.6K
$758K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.47K- 10.94% |
$49.7K - $58.1K
|
12K
$489K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.48K- 8.4% |
$50K - $58.5K
|
16.2K
$660K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.48K- 9.95% |
$50K - $58.5K
|
13.4K
$547K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.59K- 12.21% |
$53.7K - $62.7K
|
11.4K
$466K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.61K- 7.65% |
$54.4K - $63.6K
|
19.4K
$794K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.64K- 10.98% |
$55.2K - $64.5K
|
13.3K
$541K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.72K- 16.98% |
$57.9K - $67.7K
|
8.39K
$342K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.72K- 4.99% |
$58K - $67.8K
|
32.7K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.87K- 6.23% |
$63.3K - $73.9K
|
28.2K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.9K- 85.09% |
$64.2K - $75K
|
333
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.45K- 29.46% |
$82.6K - $96.5K
|
5.86K
$239K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.51K- 6.84% |
$84.9K - $99.2K
|
34.2K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.63K- 26.25% |
$88.7K - $104K
|
7.38K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.7K- 20.7% |
$91.3K - $107K
|
10.4K
$423K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-2.84K- 3.05% |
$95.9K - $112K
|
90.2K
$3.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-3K- 25.28% |
$101K - $119K
|
8.88K
$362K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-3.03K- 13.88% |
$102K - $120K
|
18.8K
$768K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.13K- 11.26% |
$106K - $123K
|
24.6K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.16K- 3.41% |
$107K - $125K
|
89.7K
$3.66M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.22K- 31.34% |
$109K - $127K
|
7.06K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3.23K- 6.35% |
$109K - $127K
|
47.6K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.23K- 18.99% |
$109K - $128K
|
13.8K
$563K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.81K- 10.62% |
$129K - $150K
|
32K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.96K- 3.39% |
$134K - $156K
|
113K
$4.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.99K- 35.11% |
$135K - $158K
|
7.38K
$301K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.02K- 10.63% |
$136K - $159K
|
33.8K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.1K- 31.28% |
$139K - $162K
|
9.02K
$368K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.36K- 6.32% |
$147K - $172K
|
64.6K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.4K- 3.86% |
$149K - $174K
|
110K
$4.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.49K- 12.87% |
$152K - $177K
|
30.4K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.85K- 25.78% |
$164K - $191K
|
13.9K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-5.11K- 24.5% |
$173K - $202K
|
15.7K
$642K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-5.59K- 9.13% |
$189K - $220K
|
55.6K
$2.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-5.72K- 18.74% |
$193K - $226K
|
24.8K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.83K- 32.42% |
$197K - $230K
|
12.2K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.97K- 4.02% |
$202K - $236K
|
143K
$5.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.29K- 53.89% |
$212K - $248K
|
5.38K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-6.34K- 24.7% |
$214K - $250K
|
19.3K
$789K
|