Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-3.07KClosed |
$109K - $140K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-3.18K- 22.84% |
$113K - $145K
|
10.7K
$461K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.25K- 90.55% |
$116K - $149K
|
339
$14.6K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.25K- 36.37% |
$116K - $149K
|
5.69K
$245K
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.46K- 61.85% |
$123K - $158K
|
2.13K
$91.7K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.56K- 13.96% |
$127K - $163K
|
22K
$944K
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3.62K- 3.04% |
$129K - $165K
|
115K
$4.96M
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3.67K- 6.72% |
$131K - $168K
|
50.8K
$2.18M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.69K- 1.02% |
$132K - $169K
|
358K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.71K- 6.16% |
$132K - $170K
|
56.5K
$2.43M
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.78K- 37.72% |
$135K - $173K
|
6.23K
$268K
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.93K- 4.51% |
$140K - $180K
|
83.1K
$3.57M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.21K- 25.54% |
$150K - $193K
|
12.3K
$528K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.45K- 13.73% |
$158K - $203K
|
27.9K
$1.2M
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-5.2K- 25.3% |
$185K - $238K
|
15.4K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-5.69KClosed |
$203K - $260K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Ing Groep Nv
|
SELL
|
- |
-6K- 4.44% |
$214K - $274K
|
129K
$5.54M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-6.05K- 20.89% |
$215K - $277K
|
22.9K
$984K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.17K- 10.96% |
$220K - $282K
|
50.1K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 27.09% |
$225K - $289K
|
17K
$732K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.56K- 10.53% |
$234K - $300K
|
55.8K
$2.4M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.7K- 41.38% |
$239K - $306K
|
9.49K
$408K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.08K- 11.17% |
$252K - $324K
|
56.3K
$2.42M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.63K- 15.9% |
$272K - $349K
|
40.4K
$1.73M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.86K- 28.07% |
$280K - $359K
|
20.1K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.91K- 55.94% |
$282K - $362K
|
6.23K
$268K
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.42K- 34.39% |
$336K - $431K
|
18K
$773K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
SELL
|
- |
-9.43K- 10.35% |
$336K - $431K
|
81.7K
$3.51M
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.52K- 18.04% |
$339K - $436K
|
43.3K
$1.86M
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.73K- 58.0% |
$347K - $445K
|
7.05K
$303K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 32.96% |
$369K - $474K
|
21.1K
$905K
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.5K- 60.91% |
$373K - $479K
|
6.72K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.5K- 21.8% |
$374K - $480K
|
37.7K
$1.62M
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-12.3K- 96.4% |
$440K - $564K
|
461
$19.8K
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-13.5K- 6.74% |
$481K - $617K
|
187K
$8.02M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.6K- 0.86% |
$484K - $621K
|
1.56M
$67M
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-13.7K- 66.29% |
$490K - $629K
|
6.99K
$300K
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.4K- 10.11% |
$513K - $658K
|
128K
$5.5M
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-14.7K- 3.4% |
$523K - $671K
|
417K
$17.9M
|
|
Nov 08, 2022
Q3 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-15.1K- 2.5% |
$538K - $691K
|
590K
$25.3M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.4K- 47.9% |
$548K - $704K
|
16.7K
$719K
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-18.7K- 68.65% |
$668K - $857K
|
8.56K
$368K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19K- 16.85% |
$678K - $871K
|
94K
$4.04M
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-19.3K- 24.44% |
$689K - $885K
|
59.8K
$2.57M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.7K- 7.51% |
$701K - $900K
|
242K
$10.4M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-20.5K- 82.33% |
$729K - $936K
|
4.39K
$189K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-20.9K- 5.87% |
$745K - $956K
|
335K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-22.3K- 79.48% |
$795K - $1.02M
|
5.76K
$248K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25.4KClosed |
$906K - $1.16M
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-27.1K- 54.68% |
$966K - $1.24M
|
22.5K
$966K
|