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 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.2K+ 99.03% |
$862K - $1.11M
|
48.6K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
23.9K+ 10.4% |
$851K - $1.09M
|
253K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.2KNew |
$828K - $1.06M
|
23.2K
$977K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.7K+ 44.66% |
$808K - $1.04M
|
73.5K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
22K+ 18.16% |
$783K - $1.01M
|
143K
$6.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.9K+ 26.33% |
$781K - $1M
|
105K
$4.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.7K+ 44.48% |
$775K - $994K
|
70.6K
$2.97M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.4K+ 67.63% |
$761K - $978K
|
53K
$2.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
20.9K+ 1.69% |
$744K - $956K
|
1.25M
$52.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
18.1K+ 40.11% |
$643K - $826K
|
63.1K
$2.65M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
18K+ 19.21% |
$640K - $821K
|
111K
$4.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.8K+ 13.59% |
$634K - $813K
|
149K
$6.25M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.7K+ 9.58% |
$629K - $808K
|
202K
$8.5M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
16.6K+ 28.29% |
$592K - $760K
|
75.4K
$3.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
16.4K+ 67.68% |
$585K - $751K
|
40.7K
$1.71M
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
16.1K+ 29.28% |
$574K - $737K
|
71.1K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
16KNew |
$570K - $732K
|
16K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.3K+ 308.42% |
$547K - $702K
|
20.3K
$855K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.7K+ 29.46% |
$524K - $672K
|
64.6K
$2.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
14.4K+ 12.66% |
$514K - $660K
|
128K
$5.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14.3K+ 4984.67% |
$510K - $654K
|
14.6K
$614K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 27.1% |
$484K - $622K
|
63.7K
$2.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
13.5K+ 22.73% |
$482K - $619K
|
73.1K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
13.3K+ 71.01% |
$474K - $608K
|
32K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 6.68% |
$472K - $605K
|
211K
$8.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 2.76% |
$447K - $574K
|
468K
$19.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5K+ 18.76% |
$444K - $570K
|
78.9K
$3.32M
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
12.3K+ 2676.57% |
$440K - $564K
|
12.8K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.3K+ 107.16% |
$404K - $519K
|
21.9K
$923K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.2K+ 42.66% |
$399K - $513K
|
37.5K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
11K+ 64.89% |
$393K - $505K
|
28K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$385K - $494K
|
10.8K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 95.65% |
$376K - $482K
|
21.6K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
10.4KNew |
$372K - $477K
|
10.4K
$439K
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$368K - $473K
|
10.3K
$435K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
10.3KNew |
$368K - $473K
|
10.3K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 20.63% |
$368K - $473K
|
60.4K
$2.54M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9.83KNew |
$350K - $449K
|
9.83K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.75K+ 9.19% |
$347K - $446K
|
116K
$4.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.17K+ 11.41% |
$327K - $419K
|
89.5K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.97K+ 4.13% |
$319K - $410K
|
226K
$9.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
8.76K+ 305.86% |
$312K - $401K
|
11.6K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.3KNew |
$296K - $380K
|
8.3K
$349K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.2K+ 11.88% |
$292K - $375K
|
77.3K
$3.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.06KNew |
$287K - $369K
|
8.06K
$339K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
7.87K+ 91.97% |
$280K - $360K
|
16.4K
$691K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.82K+ 11.35% |
$279K - $358K
|
76.7K
$3.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.75K+ 12.87% |
$276K - $355K
|
68K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.66KNew |
$273K - $350K
|
7.66K
$322K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.54K+ 2.02% |
$269K - $345K
|
381K
$16M
|