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 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-500- 58.82% |
$17.6K - $18.9K
|
350
$14.3K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-506- 5.41% |
$17.8K - $19.1K
|
8.84K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-532- 5.32% |
$18.7K - $20.1K
|
9.46K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-577- 7.48% |
$20.3K - $21.8K
|
7.14K
$291K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-590- 5.04% |
$20.8K - $22.3K
|
11.1K
$454K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-596- 1.76% |
$21K - $22.5K
|
33.2K
$1.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-633- 2.67% |
$22.3K - $23.9K
|
23K
$940K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-657- 17.27% |
$23.1K - $24.8K
|
3.15K
$128K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-702- 2.51% |
$24.7K - $26.5K
|
27.3K
$1.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-756- 14.52% |
$26.6K - $28.5K
|
4.45K
$182K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-790- 4.81% |
$27.8K - $29.8K
|
15.6K
$638K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-800- 5.21% |
$28.2K - $30.2K
|
14.6K
$594K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-806- 1.31% |
$28.4K - $30.4K
|
60.7K
$2.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-810- 5.0% |
$28.5K - $30.6K
|
15.4K
$629K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-821- 97.04% |
$28.9K - $31K
|
25
$1.02K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-857- 7.41% |
$30.2K - $32.4K
|
10.7K
$437K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-864- 3.07% |
$30.4K - $32.6K
|
27.3K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-904- 6.26% |
$31.8K - $34.1K
|
13.5K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-904- 3.96% |
$31.8K - $34.1K
|
21.9K
$896K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-924- 4.42% |
$32.5K - $34.9K
|
20K
$816K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-930- 5.58% |
$32.7K - $35.1K
|
15.7K
$642K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-936- 19.52% |
$33K - $35.3K
|
3.86K
$157K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-942- 7.63% |
$33.2K - $35.6K
|
11.4K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-964- 3.93% |
$33.9K - $36.4K
|
23.6K
$962K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.02K- 9.79% |
$35.8K - $38.4K
|
9.37K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.02K- 62.01% |
$35.9K - $38.5K
|
625
$25.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.22K- 17.27% |
$42.8K - $45.9K
|
5.83K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 2.35% |
$44.8K - $48.1K
|
52.9K
$2.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.3K- 2.27% |
$45.7K - $49K
|
55.9K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.31K- 19.46% |
$46.3K - $49.6K
|
5.44K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.41K- 9.38% |
$49.7K - $53.3K
|
13.6K
$557K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.48K- 7.5% |
$52K - $55.7K
|
18.2K
$742K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.49K- 32.77% |
$52.6K - $56.4K
|
3.07K
$125K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.55K- 16.51% |
$54.7K - $58.6K
|
7.86K
$321K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.57K- 4.07% |
$55.3K - $59.3K
|
37K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.57K- 4.07% |
$55.3K - $59.3K
|
37K
$1.51M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.63K- 5.22% |
$57.5K - $61.6K
|
29.7K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.65K- 8.13% |
$58K - $62.2K
|
18.6K
$759K
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.68K- 7.68% |
$59.2K - $63.5K
|
20.2K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.68K- 8.88% |
$59.3K - $63.5K
|
17.3K
$705K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.68K- 5.87% |
$59.3K - $63.6K
|
27K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.75K- 2.82% |
$61.5K - $65.9K
|
60.2K
$2.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.83K- 3.01% |
$64.5K - $69.1K
|
59.1K
$2.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.89K- 26.32% |
$66.6K - $71.4K
|
5.3K
$216K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.14K- 6.54% |
$75.3K - $80.8K
|
30.6K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 87.18% |
$80K - $85.7K
|
334
$13.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.32K- 26.72% |
$81.6K - $87.5K
|
6.36K
$259K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.44K- 11.48% |
$85.7K - $91.9K
|
18.8K
$767K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.54K- 11.18% |
$89.6K - $96K
|
20.2K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.62K- 2.99% |
$92.3K - $98.9K
|
85.1K
$3.47M
|