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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
2.58K+ 3.14% |
$90.9K - $97.4K
|
84.9K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.39K+ 16.8% |
$84.2K - $90.3K
|
16.6K
$678K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.29K+ 22.77% |
$80.6K - $86.4K
|
12.3K
$503K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.28K+ 5.66% |
$80.3K - $86.1K
|
42.6K
$1.74M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.17K+ 2.41% |
$76.4K - $81.9K
|
92K
$3.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.05K+ 6.24% |
$72.3K - $77.5K
|
35K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.05K+ 3.5% |
$72K - $77.2K
|
60.4K
$2.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.78K+ 2.23% |
$62.5K - $67K
|
81.4K
$3.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.77K+ 0.99% |
$62.5K - $67K
|
181K
$7.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.76K+ 4.11% |
$61.9K - $66.3K
|
44.6K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.66K+ 18.56% |
$58.4K - $62.6K
|
10.6K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
1.52K+ 1.66% |
$53.4K - $57.2K
|
93K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.51K+ 8.54% |
$53.1K - $57K
|
19.2K
$783K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.49K+ 5.85% |
$52.5K - $56.2K
|
27K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.47K+ 0.5% |
$51.9K - $55.6K
|
299K
$12.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.45K+ 1.62% |
$50.9K - $54.5K
|
90.4K
$3.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.39K+ 11.64% |
$49K - $52.5K
|
13.3K
$545K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.3K+ 11.52% |
$45.7K - $49K
|
12.6K
$513K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.27K+ 166.71% |
$44.6K - $47.8K
|
2.03K
$82.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.26K+ 13.12% |
$44.4K - $47.6K
|
10.9K
$444K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.14K+ 2.7% |
$40K - $42.9K
|
43.2K
$1.76M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.12K+ 10.52% |
$39.3K - $42.1K
|
11.7K
$478K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 0.71% |
$38.6K - $41.3K
|
156K
$6.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.09K+ 4.25% |
$38.5K - $41.3K
|
26.8K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.08K+ 4.39% |
$38K - $40.7K
|
25.6K
$1.05M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.07K+ 10.29% |
$37.5K - $40.2K
|
11.4K
$466K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.03K+ 93.98% |
$36.3K - $38.9K
|
2.13K
$86.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.02K+ 406.37% |
$35.9K - $38.5K
|
1.27K
$51.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 12.62% |
$35.8K - $38.4K
|
9.09K
$371K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
856+ 5.64% |
$30.1K - $32.3K
|
16K
$654K
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
809+ 4.06% |
$28.5K - $30.5K
|
20.7K
$846K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
803+ 9.84% |
$28.3K - $30.3K
|
8.97K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
765+ 7.39% |
$26.9K - $28.9K
|
11.1K
$454K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
764+ 12.59% |
$26.9K - $28.8K
|
6.83K
$279K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
724+ 20.04% |
$25.5K - $27.3K
|
4.34K
$177K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
654+ 3.61% |
$23K - $24.7K
|
18.8K
$767K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
637New |
$22.4K - $24K
|
637
$26K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
633+ 7.28% |
$22.3K - $23.9K
|
9.33K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
623+ 7.39% |
$21.9K - $23.5K
|
9.05K
$369K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
607+ 2.56% |
$21.4K - $22.9K
|
24.3K
$993K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
604+ 7.81% |
$21.3K - $22.8K
|
8.34K
$340K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
600+ 21.35% |
$21.1K - $22.7K
|
3.41K
$139K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
583+ 4.37% |
$20.5K - $22K
|
13.9K
$569K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
583+ 6.03% |
$20.5K - $22K
|
10.3K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
538+ 1.44% |
$18.9K - $20.3K
|
38K
$1.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
536+ 1.96% |
$18.9K - $20.2K
|
27.9K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
526+ 4.96% |
$18.5K - $19.9K
|
11.1K
$455K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
488New |
$17.2K - $18.4K
|
488
$19.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
461+ 5.31% |
$16.2K - $17.4K
|
9.14K
$373K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
426New |
$15K - $16.1K
|
426
$17.4K
|