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 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.52K+ 2.64% |
$230K - $246K
|
253K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.44KNew |
$227K - $243K
|
6.44K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.44KNew |
$227K - $243K
|
6.44K
$263K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.31KNew |
$222K - $238K
|
6.31K
$258K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.28K+ 9.03% |
$221K - $237K
|
75.8K
$3.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.24K+ 25.83% |
$220K - $235K
|
30.4K
$1.24M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
6.13K+ 7.42% |
$216K - $231K
|
88.7K
$3.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
5.95K+ 10.47% |
$209K - $225K
|
62.8K
$2.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.82K+ 3.62% |
$205K - $220K
|
167K
$6.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
5.77KNew |
$203K - $218K
|
5.77K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.76K+ 36.44% |
$203K - $217K
|
21.6K
$880K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59KNew |
$197K - $211K
|
5.59K
$228K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.54K+ 6.59% |
$195K - $209K
|
89.6K
$3.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.44K+ 1.52% |
$192K - $206K
|
364K
$14.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.44KNew |
$191K - $205K
|
5.44K
$222K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.42KNew |
$191K - $205K
|
5.42K
$221K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
5.39KNew |
$190K - $204K
|
5.39K
$220K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38KNew |
$190K - $203K
|
5.38K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.38KNew |
$189K - $203K
|
5.38K
$219K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.35K+ 2.77% |
$188K - $202K
|
198K
$8.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5.2KNew |
$183K - $196K
|
5.2K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.07K+ 8.61% |
$179K - $191K
|
63.9K
$2.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5.01K+ 27.31% |
$176K - $189K
|
23.4K
$953K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
4.99K+ 7.3% |
$176K - $188K
|
73.3K
$2.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.98K+ 73.9% |
$175K - $188K
|
11.7K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.75K+ 45.14% |
$167K - $179K
|
15.3K
$623K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.6K+ 69.16% |
$162K - $174K
|
11.2K
$459K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.55K+ 17.79% |
$160K - $172K
|
30.1K
$1.23M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.1K+ 2.15% |
$144K - $155K
|
195K
$7.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
4.06K+ 17.63% |
$143K - $153K
|
27.1K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
4.06K+ 2.66% |
$143K - $153K
|
157K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 17.25% |
$142K - $153K
|
27.5K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.69K+ 159.13% |
$130K - $139K
|
6K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 4.92% |
$128K - $137K
|
77.6K
$3.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.6K+ 8.82% |
$127K - $136K
|
44.4K
$1.81M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.6K+ 4.85% |
$127K - $136K
|
77.8K
$3.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.41K+ 41.9% |
$120K - $129K
|
11.6K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.34K+ 8.1% |
$118K - $126K
|
44.6K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.26K+ 7.22% |
$115K - $123K
|
48.4K
$1.98M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.22K+ 18.56% |
$113K - $122K
|
20.6K
$840K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.2K+ 24.42% |
$113K - $121K
|
16.3K
$666K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
3.16K+ 3.13% |
$111K - $119K
|
104K
$4.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.07K+ 11.5% |
$108K - $116K
|
29.7K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.07K+ 0.27% |
$108K - $116K
|
1.13M
$46.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.04KNew |
$107K - $115K
|
3.04K
$124K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.03K+ 1.51% |
$107K - $114K
|
203K
$8.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.8K+ 1844.08% |
$98.7K - $106K
|
2.96K
$121K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.69K+ 24.1% |
$94.7K - $102K
|
13.9K
$565K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 3.57% |
$93.5K - $100K
|
77.1K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.59K+ 3.04% |
$91.2K - $97.8K
|
87.8K
$3.58M
|