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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
458+ 6.95% |
$16.3K - $20.9K
|
7.05K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
401+ 2.48% |
$14.3K - $18.3K
|
16.6K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
368+ 1.69% |
$13.1K - $16.8K
|
22.2K
$940K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
$7.13K - $9.15K
|
200
$8.47K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
178New |
$6.34K - $8.14K
|
178
$7.54K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
174+ 1.0% |
$6.2K - $7.96K
|
17.6K
$747K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
141New |
$5.02K - $6.45K
|
141
$5.97K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
116New |
$4.13K - $5.31K
|
116
$4.91K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$3.56K - $4.57K
|
100
$4.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
83+ 0.67% |
$2.96K - $3.8K
|
12.5K
$529K
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
62+ 0.93% |
$2.21K - $2.84K
|
6.72K
$285K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
55New |
$1.96K - $2.52K
|
55
$2.33K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
52+ 0.01% |
$1.85K - $2.38K
|
491K
$20.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
36+ 0.89% |
$1.28K - $1.65K
|
4.09K
$173K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
29New |
$1.03K - $1.33K
|
29
$1.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.67% |
$71.3 - $91.5
|
300
$12.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
310K+ 171.53% |
$12.1M - $15.7M
|
491K
$20.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
104KNew |
$4.03M - $5.25M
|
104K
$4.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
53.9KNew |
$2.09M - $2.73M
|
53.9K
$2.28M
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
50.1KNew |
$1.95M - $2.54M
|
50.1K
$2.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
39.6KNew |
$1.54M - $2.01M
|
39.6K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
30.6KNew |
$1.19M - $1.55M
|
30.6K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26.7KNew |
$1.04M - $1.35M
|
26.7K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10.7KNew |
$416K - $542K
|
10.7K
$453K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.5KNew |
$407K - $530K
|
10.5K
$444K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.03K+ 411.76% |
$351K - $457K
|
11.2K
$476K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.83KNew |
$265K - $346K
|
6.83K
$289K
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.38KNew |
$209K - $272K
|
5.38K
$228K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.12KNew |
$199K - $259K
|
5.12K
$217K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.96KNew |
$115K - $150K
|
2.96K
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.58K+ 43.21% |
$100K - $131K
|
8.56K
$362K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.48K+ 29.83% |
$96.2K - $125K
|
10.8K
$456K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
982+ 4.86% |
$38.2K - $49.7K
|
21.2K
$898K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
969New |
$37.6K - $49K
|
969
$41K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
878+ 36.09% |
$34.1K - $44.4K
|
3.31K
$140K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
718+ 172.18% |
$27.9K - $36.3K
|
1.14K
$48.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
715+ 3575.0% |
$27.8K - $36.2K
|
735
$31.1K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
460+ 1.36% |
$17.9K - $23.3K
|
34.2K
$1.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
400+ 1.05% |
$15.5K - $20.2K
|
38.6K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
357+ 5.58% |
$13.9K - $18.1K
|
6.75K
$286K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
307New |
$11.9K - $15.5K
|
307
$13K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
250New |
$9.71K - $12.7K
|
250
$10.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
193New |
$7.5K - $9.77K
|
193
$8.17K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
182New |
$7.07K - $9.21K
|
182
$7.71K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
122New |
$4.74K - $6.17K
|
122
$5.17K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 0.7% |
$2.68K - $3.49K
|
9.94K
$421K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
40+ 0.52% |
$1.55K - $2.02K
|
7.71K
$326K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
14New |
$544 - $708
|
14
$593
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
3New |
$117 - $152
|
3
$127
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|