Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
460+ 1.36% |
$17.9K - $23.3K
|
34.2K
$1.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
445+ 1.61% |
$17.3K - $22.5K
|
28.1K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
421+ 19.44% |
$16.4K - $21.3K
|
2.59K
$107K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
420+ 1.36% |
$16.3K - $21.3K
|
31.4K
$1.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
410+ 1.86% |
$15.9K - $20.7K
|
22.5K
$931K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
404+ 9.75% |
$15.7K - $20.4K
|
4.55K
$188K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
400+ 1.05% |
$15.5K - $20.2K
|
38.6K
$1.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
377+ 0.47% |
$14.6K - $19.1K
|
80K
$3.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
377+ 2.59% |
$14.6K - $19.1K
|
14.9K
$619K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
367+ 3.42% |
$14.3K - $18.6K
|
11.1K
$460K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
365+ 4.46% |
$14.2K - $18.5K
|
8.55K
$354K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
365+ 1.96% |
$14.2K - $18.5K
|
19K
$788K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
365New |
$14.2K - $18.5K
|
365
$15.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
357+ 5.58% |
$13.9K - $18.1K
|
6.75K
$280K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
346+ 1.97% |
$13.4K - $17.5K
|
17.9K
$740K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
342+ 4.71% |
$13.3K - $17.3K
|
7.61K
$315K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
330+ 750.0% |
$12.8K - $16.7K
|
374
$15.5K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
327+ 185.8% |
$12.7K - $16.5K
|
503
$20.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
319+ 5.92% |
$12.4K - $16.1K
|
5.7K
$236K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
309+ 23.13% |
$12K - $15.6K
|
1.65K
$68.1K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
307New |
$11.9K - $15.5K
|
307
$12.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
307+ 3.66% |
$11.9K - $15.5K
|
8.69K
$360K
|
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
291+ 1.28% |
$11.3K - $14.7K
|
23K
$954K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
268+ 1.4% |
$10.4K - $13.6K
|
19.5K
$806K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
266+ 2.75% |
$10.3K - $13.5K
|
9.93K
$411K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
262+ 6.55% |
$10.2K - $13.3K
|
4.26K
$176K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
261+ 128.57% |
$10.1K - $13.2K
|
464
$19.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
254+ 4.04% |
$9.87K - $12.9K
|
6.54K
$271K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
253+ 58.03% |
$9.83K - $12.8K
|
689
$28.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
250New |
$9.71K - $12.7K
|
250
$10.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
250+ 2.85% |
$9.71K - $12.7K
|
9.02K
$374K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
230New |
$8.94K - $11.6K
|
230
$9.53K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
218+ 2.13% |
$8.47K - $11K
|
10.5K
$434K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
212+ 5.51% |
$8.24K - $10.7K
|
4.06K
$168K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
200+ 2.86% |
$7.77K - $10.1K
|
7.2K
$298K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 3.25% |
$7.77K - $10.1K
|
6.35K
$263K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
198+ 396.0% |
$7.69K - $10K
|
248
$10.3K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
198+ 26.83% |
$7.69K - $10K
|
936
$38.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
193New |
$7.5K - $9.77K
|
193
$7.99K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
191+ 2.69% |
$7.42K - $9.66K
|
7.29K
$302K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
191+ 0.76% |
$7.42K - $9.66K
|
25.4K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
182New |
$7.07K - $9.21K
|
182
$7.54K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
178New |
$6.92K - $9.01K
|
178
$7.37K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
173+ 2.32% |
$6.72K - $8.75K
|
7.62K
$316K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145+ 6.31% |
$5.63K - $7.34K
|
2.44K
$101K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
144New |
$5.59K - $7.29K
|
144
$5.96K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
131+ 0.42% |
$5.09K - $6.63K
|
31.6K
$1.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
127New |
$4.93K - $6.43K
|
127
$5.26K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
122New |
$4.74K - $6.17K
|
122
$5.05K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
116+ 290.0% |
$4.51K - $5.87K
|
156
$6.46K
|