Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
796+ 1.11% |
$35K - $40.9K
|
72.4K
$3.11M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
774+ 4.02% |
$34K - $39.7K
|
20K
$860K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
767New |
$33.7K - $39.4K
|
767
$33K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
760+ 0.5% |
$33.4K - $39K
|
153K
$6.58M
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
755+ 71.56% |
$33.2K - $38.8K
|
1.81K
$77.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
716+ 58.54% |
$31.5K - $36.8K
|
1.94K
$83.3K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
713+ 10.45% |
$31.4K - $36.6K
|
7.54K
$324K
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
691+ 2.86% |
$30.4K - $35.5K
|
24.8K
$1.07M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
673+ 0.7% |
$29.6K - $34.5K
|
97.1K
$4.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
667+ 16.68% |
$29.3K - $34.2K
|
4.67K
$201K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
661+ 10.26% |
$29.1K - $33.9K
|
7.1K
$305K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
658+ 10.07% |
$28.9K - $33.8K
|
7.19K
$309K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
632+ 2.57% |
$27.8K - $32.4K
|
25.2K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
620New |
$27.3K - $31.8K
|
620
$26.6K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
612+ 10.58% |
$26.9K - $31.4K
|
6.4K
$275K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
600+ 2068.97% |
$26.4K - $30.8K
|
629
$27K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
597+ 5.14% |
$26.3K - $30.6K
|
12.2K
$525K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
584+ 4.72% |
$25.7K - $30K
|
13K
$557K
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
570+ 6.6% |
$25.1K - $29.3K
|
9.2K
$395K
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
567+ 4.55% |
$24.9K - $29.1K
|
13K
$559K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
560+ 3.1% |
$24.6K - $28.7K
|
18.6K
$801K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
557+ 0.97% |
$24.5K - $28.6K
|
57.8K
$2.48M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
518+ 1.38% |
$22.8K - $26.6K
|
38K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
516+ 0.24% |
$22.7K - $26.5K
|
217K
$9.32M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
509+ 11.61% |
$22.4K - $26.1K
|
4.89K
$210K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
498+ 5.31% |
$21.9K - $25.6K
|
9.87K
$424K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
498+ 1.04% |
$21.9K - $25.6K
|
48.4K
$2.08M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
495+ 49.95% |
$21.8K - $25.4K
|
1.49K
$63.9K
|
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
479+ 1.91% |
$21.1K - $24.6K
|
25.5K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
446+ 6.68% |
$19.6K - $22.9K
|
7.12K
$306K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
438+ 24.94% |
$19.3K - $22.5K
|
2.19K
$94.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
436New |
$19.2K - $22.4K
|
436
$18.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
368+ 1.85% |
$16.2K - $18.9K
|
20.2K
$870K
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
360+ 6.12% |
$15.8K - $18.5K
|
6.24K
$268K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
351+ 4.6% |
$15.4K - $18K
|
7.98K
$343K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
350+ 19.66% |
$15.4K - $18K
|
2.13K
$91.5K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
345New |
$15.2K - $17.7K
|
345
$14.8K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
343+ 4.77% |
$15.1K - $17.6K
|
7.54K
$324K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
328+ 32.54% |
$14.4K - $16.8K
|
1.34K
$57.4K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
324+ 1.76% |
$14.2K - $16.6K
|
18.7K
$805K
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
304+ 2.32% |
$13.4K - $15.6K
|
13.4K
$576K
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
291New |
$12.8K - $14.9K
|
291
$12.5K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
280+ 27.13% |
$12.3K - $14.4K
|
1.31K
$56.4K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
273+ 1.33% |
$12K - $14K
|
20.8K
$894K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
270+ 1.7% |
$11.9K - $13.9K
|
16.1K
$694K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
255+ 6.75% |
$11.2K - $13.1K
|
4.03K
$173K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
255+ 2.98% |
$11.2K - $13.1K
|
8.8K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
227+ 1.47% |
$9.98K - $11.7K
|
15.6K
$672K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
215+ 2.18% |
$9.46K - $11K
|
10.1K
$433K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
210+ 3.84% |
$9.24K - $10.8K
|
5.68K
$244K
|