Latest Institutional Purchases of Select Sector Spdr Tr Real Est (XLRE)
This list provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15New |
$519 - $627
|
15
$572
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$34.6 - $41.8
|
1
$38.2
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
584KNew |
$21M - $23.1M
|
584K
$22.3M
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
550KNew |
$19.8M - $21.7M
|
550K
$21M
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
141KNew |
$5.09M - $5.58M
|
141K
$5.4M
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
47.5KNew |
$1.71M - $1.87M
|
47.5K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
34KNew |
$1.22M - $1.34M
|
34K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
31.5KNew |
$1.13M - $1.24M
|
31.5K
$1.2M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.9KNew |
$754K - $827K
|
20.9K
$799K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17KNew |
$613K - $672K
|
17K
$650K
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
13.4K+ 7.2% |
$482K - $529K
|
200K
$7.62M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
9.94KNew |
$358K - $392K
|
9.94K
$379K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.82KNew |
$317K - $348K
|
8.82K
$336K
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.18KNew |
$294K - $323K
|
8.18K
$312K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
7.38KNew |
$266K - $291K
|
7.38K
$281K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.43KNew |
$231K - $254K
|
6.43K
$245K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.52KNew |
$199K - $218K
|
5.52K
$210K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.45KNew |
$196K - $215K
|
5.45K
$208K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.71KNew |
$170K - $186K
|
4.71K
$180K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.63K+ 12.59% |
$131K - $143K
|
32.5K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.11K+ 1.44% |
$112K - $123K
|
219K
$8.36M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.17KNew |
$78.1K - $85.6K
|
2.17K
$82.8K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.81KNew |
$65.3K - $71.6K
|
1.81K
$69.2K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.74K+ 21.0% |
$62.6K - $68.7K
|
10K
$383K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.52K+ 23.77% |
$54.6K - $59.9K
|
7.9K
$301K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
974New |
$35.1K - $38.4K
|
974
$37.2K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$16.2K - $17.8K
|
450
$17.2K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
408New |
$14.7K - $16.1K
|
408
$15.6K
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
267+ 0.4% |
$9.61K - $10.5K
|
66.6K
$2.54M
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
239New |
$8.6K - $9.43K
|
239
$9.12K
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
182New |
$6.55K - $7.18K
|
182
$6.95K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140+ 56.91% |
$5.04K - $5.53K
|
386
$14.7K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
135New |
$4.86K - $5.33K
|
135
$5.15K
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
125New |
$4.5K - $4.93K
|
125
$4.77K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
113+ 1.59% |
$4.07K - $4.46K
|
7.2K
$275K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
106New |
$3.82K - $4.18K
|
106
$4.04K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.6K - $3.95K
|
100
$3.82K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
87New |
$3.13K - $3.43K
|
87
$3.32K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
83New |
$2.99K - $3.28K
|
83
$3.17K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
69New |
$2.48K - $2.72K
|
69
$2.63K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
52New |
$1.87K - $2.05K
|
52
$1.98K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33New |
$1.19K - $1.3K
|
33
$1.26K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$1.01K - $1.11K
|
56
$2.14K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10New |
$360 - $395
|
10
$382
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8+ 7.84% |
$288 - $316
|
110
$4.2K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8New |
$288 - $316
|
8
$305
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 1.29% |
$108 - $118
|
235
$8.97K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.39% |
$36 - $39.5
|
73
$2.79K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
278KNew |
N/A
|
278K
$10.6M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
62.5KNew |
N/A
|
62.5K
$2.38M
|