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 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-567- 23.41% |
$20.2K - $25.9K
|
1.86K
$78K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-592- 3.83% |
$21.1K - $27.1K
|
14.9K
$626K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-599- 7.95% |
$21.3K - $27.4K
|
6.94K
$292K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-609- 94.57% |
$21.7K - $27.9K
|
35
$1.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-675- 3.07% |
$24.1K - $30.9K
|
21.3K
$897K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-682- 89.74% |
$24.3K - $31.2K
|
78
$3.28K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-704- 29.79% |
$25.1K - $32.2K
|
1.66K
$69.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-742- 10.83% |
$26.4K - $33.9K
|
6.11K
$257K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-775- 4.58% |
$27.6K - $35.4K
|
16.1K
$679K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-778- 9.14% |
$27.7K - $35.6K
|
7.73K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-815- 2.9% |
$29K - $37.3K
|
27.3K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-821- 1.32% |
$29.3K - $37.6K
|
61.2K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-854- 21.18% |
$30.4K - $39.1K
|
3.18K
$134K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-926- 11.19% |
$33K - $42.4K
|
7.35K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-940- 2.29% |
$33.5K - $43K
|
40.1K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-941- 4.19% |
$33.5K - $43K
|
21.5K
$906K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-970- 11.35% |
$34.6K - $44.4K
|
7.58K
$319K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-974- 6.14% |
$34.7K - $44.6K
|
14.9K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.01K- 11.98% |
$35.9K - $46.1K
|
7.41K
$312K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.03K- 1.45% |
$36.8K - $47.3K
|
70.5K
$2.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.04K- 9.4% |
$37K - $47.5K
|
10K
$421K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.1K- 17.32% |
$39.2K - $50.3K
|
5.25K
$221K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.14K- 12.08% |
$40.5K - $52K
|
8.28K
$348K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.16K- 8.88% |
$41.3K - $53K
|
11.9K
$500K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.24K- 9.56% |
$44K - $56.5K
|
11.7K
$492K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.33K- 5.45% |
$47.2K - $60.6K
|
23K
$966K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.42K- 1.05% |
$50.5K - $64.8K
|
133K
$5.59M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.5K- 56.82% |
$53.3K - $68.4K
|
1.14K
$47.8K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.52K- 1.4% |
$54.2K - $69.6K
|
107K
$4.51M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.66K- 10.79% |
$59.1K - $75.8K
|
13.7K
$576K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 17.76% |
$62K - $79.6K
|
8.06K
$339K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.78K- 24.23% |
$63.4K - $81.4K
|
5.57K
$234K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.91K- 5.5% |
$68.2K - $87.5K
|
32.9K
$1.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.95K- 5.37% |
$69.6K - $89.3K
|
34.4K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2K- 27.74% |
$71.2K - $91.4K
|
5.21K
$219K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.04K- 23.46% |
$72.6K - $93.3K
|
6.65K
$280K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 10.43% |
$72.7K - $93.4K
|
17.5K
$737K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.07K- 22.93% |
$73.7K - $94.6K
|
6.96K
$293K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.1K- 33.39% |
$74.7K - $95.9K
|
4.18K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 12.94% |
$78.8K - $101K
|
14.9K
$626K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.24K- 3.77% |
$79.9K - $103K
|
57.3K
$2.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.25K- 27.46% |
$80.1K - $103K
|
5.94K
$250K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.28K- 8.03% |
$81.1K - $104K
|
26.1K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.41K- 12.54% |
$85.9K - $110K
|
16.8K
$707K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 0.44% |
$99.7K - $128K
|
640K
$26.9M
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.82K- 7.89% |
$100K - $129K
|
32.9K
$1.38M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.86K- 8.5% |
$102K - $131K
|
30.8K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.87K- 22.96% |
$102K - $131K
|
9.64K
$405K
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-2.88K- 32.01% |
$102K - $132K
|
6.11K
$257K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.91K- 60.43% |
$104K - $133K
|
1.91K
$80.2K
|