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
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-41- 17.15% |
$1.46K - $1.88K
|
198
$8.33K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-50- 7.14% |
$1.78K - $2.29K
|
650
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-55- 26.44% |
$1.96K - $2.52K
|
153
$6.44K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-55- 0.77% |
$1.96K - $2.52K
|
7.05K
$296K
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-63- 0.47% |
$2.24K - $2.88K
|
13.4K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-63- 0.22% |
$2.24K - $2.88K
|
28.7K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-69- 0.51% |
$2.46K - $3.16K
|
13.3K
$561K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-69- 3.05% |
$2.46K - $3.16K
|
2.19K
$92.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-69- 4.84% |
$2.46K - $3.16K
|
1.36K
$57.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-70- 9.87% |
$2.49K - $3.2K
|
639
$26.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-75- 1.31% |
$2.67K - $3.43K
|
5.63K
$237K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-77- 11.18% |
$2.74K - $3.52K
|
612
$25.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-82- 17.63% |
$2.92K - $3.75K
|
383
$16.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-104- 2.36% |
$3.71K - $4.76K
|
4.3K
$181K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-104- 2.36% |
$3.71K - $4.76K
|
4.3K
$181K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-113- 1.57% |
$4.03K - $5.17K
|
7.09K
$298K
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-113- 9.69% |
$4.03K - $5.17K
|
1.05K
$44.3K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-125- 1.35% |
$4.45K - $5.72K
|
9.13K
$384K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-154- 1.1% |
$5.49K - $7.04K
|
13.9K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-172- 0.57% |
$6.13K - $7.87K
|
29.9K
$1.26M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-178Closed |
$6.34K - $8.14K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-184- 0.25% |
$6.56K - $8.42K
|
72K
$3.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-198- 21.15% |
$7.05K - $9.06K
|
738
$31K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-203- 43.75% |
$7.23K - $9.29K
|
261
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-210- 3.19% |
$7.48K - $9.61K
|
6.38K
$268K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-210- 2.76% |
$7.48K - $9.61K
|
7.41K
$312K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-220- 1.16% |
$7.84K - $10.1K
|
18.8K
$790K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-223- 12.38% |
$7.95K - $10.2K
|
1.58K
$66.4K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-261- 51.89% |
$9.3K - $11.9K
|
242
$10.2K
|
|
|
Feb 01, 2023
Q3 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-267- 1.07% |
$9.51K - $12.2K
|
24.7K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-275- 0.9% |
$9.8K - $12.6K
|
30.2K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-300- 3.44% |
$10.7K - $13.7K
|
8.41K
$354K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-311- 3.01% |
$11.1K - $14.2K
|
10K
$422K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-319- 12.26% |
$11.4K - $14.6K
|
2.28K
$96K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-330- 88.24% |
$11.8K - $15.1K
|
44
$1.85K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-339- 17.9% |
$12.1K - $15.5K
|
1.56K
$65.4K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-371- 2.68% |
$13.2K - $17K
|
13.5K
$566K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-374- 1.35% |
$13.3K - $17.1K
|
27.4K
$1.15M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-394- 3.36% |
$14K - $18K
|
11.3K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-417- 3.06% |
$14.9K - $19.1K
|
13.2K
$556K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-419- 1.96% |
$14.9K - $19.2K
|
20.9K
$881K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-424- 0.33% |
$15.1K - $19.4K
|
127K
$5.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-431- 5.0% |
$15.4K - $19.7K
|
8.19K
$345K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-437- 6.27% |
$15.6K - $20K
|
6.53K
$275K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-466- 4.04% |
$16.6K - $21.3K
|
11.1K
$465K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
SELL
|
- |
-481- 0.89% |
$17.1K - $22K
|
53.6K
$2.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-491- 0.79% |
$17.5K - $22.5K
|
62K
$2.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-500- 4.57% |
$17.8K - $22.9K
|
10.4K
$439K
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-528- 46.81% |
$18.8K - $24.2K
|
600
$25.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
SELL
|
- |
-529Closed |
$18.8K - $24.2K
|
0
$0
|