Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
22.6K+ 8.29% |
$794K - $851K
|
295K
$12M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22KNew |
$773K - $829K
|
22K
$896K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
21.4KNew |
$754K - $808K
|
21.4K
$874K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.2KNew |
$745K - $799K
|
21.2K
$863K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3KNew |
$714K - $765K
|
20.3K
$827K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
19.7KNew |
$694K - $744K
|
19.7K
$804K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 19.07% |
$688K - $738K
|
122K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18.4K+ 329.36% |
$647K - $694K
|
24K
$978K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 8.38% |
$638K - $684K
|
234K
$9.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
17.1K+ 23.19% |
$601K - $644K
|
90.7K
$3.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 14.54% |
$588K - $631K
|
132K
$5.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
16.3KNew |
$574K - $616K
|
16.3K
$666K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15.9KNew |
$559K - $599K
|
15.9K
$647K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 5.94% |
$558K - $598K
|
283K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 18.86% |
$543K - $582K
|
97.2K
$3.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.2K+ 49.2% |
$535K - $574K
|
46.1K
$1.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$534K - $572K
|
15.2K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.5KNew |
$511K - $548K
|
14.5K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.3KNew |
$504K - $540K
|
14.3K
$584K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
14.3KNew |
$504K - $540K
|
14.3K
$584K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
13.6K+ 6.82% |
$480K - $515K
|
214K
$8.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
13.6KNew |
$479K - $514K
|
13.6K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
13.5KNew |
$475K - $510K
|
13.5K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.2KNew |
$464K - $497K
|
13.2K
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
13K+ 40.56% |
$457K - $490K
|
45K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12K+ 29.34% |
$424K - $455K
|
53.1K
$2.17M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$404K - $433K
|
11.5K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$404K - $433K
|
11.5K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 14.09% |
$401K - $430K
|
92.2K
$3.76M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
10.8KNew |
$380K - $408K
|
10.8K
$441K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.2K+ 4.12% |
$358K - $384K
|
257K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.92K+ 76.91% |
$349K - $374K
|
22.8K
$931K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.68K+ 4.35% |
$341K - $366K
|
232K
$9.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
9.59K+ 58.35% |
$338K - $362K
|
26K
$1.06M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.41K+ 39.96% |
$331K - $355K
|
33K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.41K+ 17.66% |
$331K - $355K
|
62.7K
$2.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.35K+ 82.3% |
$329K - $353K
|
20.7K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
9.25K+ 19.15% |
$326K - $349K
|
57.6K
$2.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.18K+ 6.77% |
$323K - $347K
|
145K
$5.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
8.94K+ 9.12% |
$315K - $337K
|
107K
$4.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
8.85K+ 54.34% |
$311K - $334K
|
25.1K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
8.73K+ 10.19% |
$307K - $329K
|
94.3K
$3.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.68K+ 43.82% |
$306K - $328K
|
28.5K
$1.16M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.5KNew |
$299K - $321K
|
8.5K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.95K+ 79.82% |
$280K - $300K
|
17.9K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7.69KNew |
$271K - $290K
|
7.69K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7.14KNew |
$251K - $269K
|
7.14K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.96KNew |
$245K - $263K
|
6.96K
$284K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
6.75K+ 51.94% |
$237K - $255K
|
19.7K
$805K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.68K+ 17.54% |
$235K - $252K
|
44.8K
$1.83M
|