Purchases and Sales Made in Q1 2023 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 2023. 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 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.01K+ 728.06% |
$35K - $42.3K
|
1.15K
$49.5K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.01K+ 266.58% |
$34.8K - $42K
|
1.38K
$59.4K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
966+ 3.94% |
$33.4K - $40.4K
|
25.5K
$1.1M
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
957+ 13.28% |
$33.1K - $40K
|
8.16K
$351K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
946+ 9.13% |
$32.8K - $39.6K
|
11.3K
$486K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
932+ 7.73% |
$32.3K - $39K
|
13K
$558K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
929+ 2.3% |
$32.2K - $38.9K
|
41.3K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
914+ 219.18% |
$31.6K - $38.2K
|
1.33K
$57.2K
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
894+ 0.6% |
$31K - $37.4K
|
150K
$6.46M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
887+ 7.96% |
$30.7K - $37.1K
|
12K
$517K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
883+ 29.97% |
$30.6K - $36.9K
|
3.83K
$165K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
760New |
$26.3K - $31.8K
|
760
$32.7K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
700+ 7.59% |
$24.2K - $29.3K
|
9.92K
$426K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
684+ 0.77% |
$23.7K - $28.6K
|
89.8K
$3.86M
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
639+ 2.54% |
$22.1K - $26.7K
|
25.8K
$1.11M
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
614+ 2.19% |
$21.3K - $25.7K
|
28.7K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
587+ 444.7% |
$20.3K - $24.6K
|
719
$30.9K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
567+ 6.29% |
$19.6K - $23.7K
|
9.58K
$412K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
561+ 0.96% |
$19.4K - $23.5K
|
58.9K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
549+ 50.32% |
$19K - $23K
|
1.64K
$70.5K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
520+ 2.2% |
$18K - $21.8K
|
24.2K
$1.04M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
502New |
$17.4K - $21K
|
502
$21.6K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
497+ 171.38% |
$17.2K - $20.8K
|
787
$33.8K
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
485+ 5.41% |
$16.8K - $20.3K
|
9.44K
$406K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
479+ 47.47% |
$16.6K - $20K
|
1.49K
$64K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
472+ 5.17% |
$16.3K - $19.7K
|
9.6K
$412K
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
440+ 6.54% |
$15.2K - $18.4K
|
7.17K
$308K
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
431+ 3.82% |
$14.9K - $18K
|
11.7K
$503K
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
426+ 0.48% |
$14.7K - $17.8K
|
89K
$3.82M
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
423+ 7.72% |
$14.6K - $17.7K
|
5.9K
$254K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
410New |
$14.2K - $17.2K
|
410
$17.6K
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
389+ 3.37% |
$13.5K - $16.3K
|
11.9K
$513K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
389+ 0.48% |
$13.5K - $16.3K
|
80.7K
$3.47M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
303New |
$10.5K - $12.7K
|
303
$13K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
300+ 0.31% |
$10.4K - $12.5K
|
98.5K
$4.23M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
297+ 5.62% |
$10.3K - $12.4K
|
5.58K
$240K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
283+ 4.52% |
$9.8K - $11.8K
|
6.55K
$282K
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
269+ 1.04% |
$9.31K - $11.3K
|
26.1K
$1.12M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
248+ 0.98% |
$8.59K - $10.4K
|
25.7K
$1.1M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
243+ 75.0% |
$8.41K - $10.2K
|
567
$24.4K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
221+ 269.51% |
$7.65K - $9.24K
|
303
$13K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
215+ 0.66% |
$7.44K - $8.99K
|
32.9K
$1.41M
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
192+ 7.44% |
$6.65K - $8.03K
|
2.77K
$119K
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
159+ 1.35% |
$5.5K - $6.65K
|
11.9K
$512K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
156+ 7.96% |
$5.4K - $6.53K
|
2.12K
$91K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
154+ 37.29% |
$5.33K - $6.44K
|
567
$24.4K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
152New |
$5.26K - $6.36K
|
152
$6.53K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
138New |
$4.78K - $5.77K
|
138
$5.93K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
134New |
$4.64K - $5.61K
|
134
$5.76K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
133+ 0.56% |
$4.6K - $5.56K
|
23.7K
$1.02M
|