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 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.69K- 16.43% |
$94.6K - $101K
|
13.7K
$558K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.71K- 41.39% |
$95.5K - $102K
|
3.84K
$157K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-2.77K- 2.41% |
$97.6K - $105K
|
112K
$4.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.81K- 19.72% |
$98.8K - $106K
|
11.4K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.85K- 7.48% |
$100K - $108K
|
35.3K
$1.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.85K- 9.71% |
$100K - $108K
|
26.5K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.91K- 12.85% |
$102K - $110K
|
19.7K
$805K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.99K- 53.54% |
$105K - $113K
|
2.6K
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.11K- 6.38% |
$109K - $117K
|
45.6K
$1.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.15K- 19.38% |
$111K - $119K
|
13.1K
$535K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.2K- 21.79% |
$113K - $121K
|
11.5K
$469K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.39K- 7.12% |
$119K - $128K
|
44.2K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.57K- 3.62% |
$126K - $135K
|
95.2K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.59K- 10.85% |
$126K - $136K
|
29.5K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.9K- 29.5% |
$137K - $147K
|
9.32K
$380K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4.46K- 98.26% |
$157K - $168K
|
79
$3.22K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.52K- 13.63% |
$159K - $170K
|
28.6K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.58K- 18.8% |
$161K - $173K
|
19.8K
$807K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.61K- 13.65% |
$162K - $174K
|
29.1K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.71K- 41.68% |
$166K - $178K
|
6.59K
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.09K- 4.15% |
$179K - $192K
|
118K
$4.8M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.2K- 41.17% |
$183K - $196K
|
7.43K
$303K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.31K- 34.37% |
$187K - $200K
|
10.1K
$414K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.37K- 3.57% |
$189K - $203K
|
145K
$5.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.5K- 5.86% |
$193K - $207K
|
88.4K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-5.52K- 47.58% |
$194K - $208K
|
6.08K
$248K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.53K- 43.79% |
$195K - $209K
|
7.1K
$290K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.81K- 48.89% |
$205K - $219K
|
6.08K
$248K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-5.96K- 40.94% |
$210K - $225K
|
8.59K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.38K- 11.46% |
$225K - $241K
|
49.3K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.63K- 21.96% |
$233K - $250K
|
23.6K
$962K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.81K- 3.54% |
$240K - $257K
|
186K
$7.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.97K- 20.3% |
$245K - $263K
|
27.4K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-7.07K- 3.07% |
$249K - $267K
|
223K
$9.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-7.45K- 34.08% |
$262K - $281K
|
14.4K
$588K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.57K- 35.31% |
$266K - $286K
|
13.9K
$566K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.75K- 32.21% |
$273K - $293K
|
16.3K
$666K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.49K- 3.4% |
$299K - $320K
|
241K
$9.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.79K- 56.14% |
$309K - $332K
|
6.86K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.99K- 5.87% |
$317K - $339K
|
144K
$5.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.01K- 29.19% |
$317K - $340K
|
21.8K
$891K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.16K- 5.42% |
$322K - $346K
|
160K
$6.52M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10K- 16.11% |
$353K - $379K
|
52.2K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 18.45% |
$355K - $381K
|
44.6K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.3K- 9.29% |
$362K - $388K
|
100K
$4.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-10.5K- 3.5% |
$369K - $396K
|
289K
$11.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11K- 35.47% |
$389K - $417K
|
20.1K
$820K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-11.2K- 13.54% |
$394K - $423K
|
71.5K
$2.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-12.3K- 3.53% |
$433K - $464K
|
336K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.7K- 50.43% |
$448K - $480K
|
12.5K
$510K
|