Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.5K+ 14.39% |
$110K - $128K
|
19.9K
$824K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.38K+ 37.91% |
$105K - $122K
|
8.65K
$358K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 31.03% |
$103K - $121K
|
9.94K
$411K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.3KNew |
$101K - $118K
|
2.3K
$95.2K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 14.0% |
$94.7K - $111K
|
17.5K
$726K
|
|
|
May 02, 2022
Q1 2022
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
2.13K+ 0.49% |
$93.8K - $109K
|
440K
$18.2M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1K+ 8.28% |
$92.4K - $108K
|
27.5K
$1.14M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.07KNew |
$90.8K - $106K
|
2.07K
$85.5K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2.07KNew |
$90.8K - $106K
|
2.07K
$85.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.03K+ 38.32% |
$89.5K - $104K
|
7.34K
$304K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.03K+ 10.45% |
$89.4K - $104K
|
21.5K
$890K
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.01K+ 11.44% |
$88.5K - $103K
|
19.6K
$812K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.91KNew |
$84K - $98K
|
1.91K
$79.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 7.18% |
$81.8K - $95.4K
|
27.8K
$1.15M
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.79K+ 4.91% |
$78.7K - $91.9K
|
38.2K
$1.58M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
1.77K+ 3.49% |
$77.8K - $90.8K
|
52.5K
$2.17M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.7K+ 42.93% |
$74.8K - $87.3K
|
5.66K
$235K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.66K+ 11.45% |
$72.8K - $85K
|
16.1K
$667K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.58K+ 1.17% |
$69.5K - $81.1K
|
137K
$5.68M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.57KNew |
$68.8K - $80.3K
|
1.57K
$64.8K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 25.46% |
$66.5K - $77.6K
|
7.45K
$308K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.48K+ 4.59% |
$65.1K - $76K
|
33.7K
$1.4M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.45K+ 5.66% |
$63.9K - $74.6K
|
27.1K
$1.12M
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
1.44K+ 18.4% |
$63.5K - $74.1K
|
9.28K
$384K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.41K+ 6.85% |
$62K - $72.3K
|
22K
$911K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.4K+ 22.29% |
$61.5K - $71.8K
|
7.67K
$318K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.39K+ 4.76% |
$61.2K - $71.5K
|
30.6K
$1.27M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.36K+ 24.95% |
$59.6K - $69.6K
|
6.79K
$281K
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.35K+ 166.13% |
$59.5K - $69.5K
|
2.17K
$89.8K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 8.47% |
$56.9K - $66.4K
|
16.6K
$686K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.25K+ 45.68% |
$55.2K - $64.4K
|
4K
$166K
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.25K+ 4.29% |
$55.1K - $64.3K
|
30.5K
$1.26M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.2K+ 181.72% |
$52.9K - $61.7K
|
1.87K
$77.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.19K+ 1.41% |
$52.4K - $61.2K
|
85.9K
$3.56M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.18KNew |
$52K - $60.7K
|
1.18K
$48.9K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.1K+ 6.25% |
$48.6K - $56.7K
|
18.8K
$777K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.08K+ 10.56% |
$47.5K - $55.4K
|
11.3K
$468K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
969+ 10.21% |
$42.6K - $49.7K
|
10.5K
$433K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
943+ 7.07% |
$41.5K - $48.4K
|
14.3K
$591K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
941New |
$41.4K - $48.3K
|
941
$39K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
935New |
$41.1K - $48K
|
935
$38.7K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
895+ 555.9% |
$39.4K - $45.9K
|
1.06K
$43.7K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
874+ 10.92% |
$38.4K - $44.9K
|
8.88K
$368K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
866+ 18.92% |
$38.1K - $44.5K
|
5.44K
$225K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
860+ 15.85% |
$37.8K - $44.1K
|
6.29K
$260K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
846+ 4.98% |
$37.2K - $43.4K
|
17.8K
$738K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
845+ 1.49% |
$37.2K - $43.4K
|
57.6K
$2.38M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
845New |
$37.2K - $43.4K
|
845
$35K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
836+ 13.24% |
$36.8K - $42.9K
|
7.15K
$296K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
819+ 8.25% |
$36K - $42K
|
10.7K
$445K
|