Purchases and Sales Made in Q3 2021 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 2021. 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 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15.8KNew |
$704K - $772K
|
15.8K
$681K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.5K+ 162.33% |
$690K - $757K
|
25.1K
$1.08M
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$689K - $756K
|
15.5K
$666K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.4KNew |
$684K - $750K
|
15.4K
$661K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.2KNew |
$676K - $742K
|
15.2K
$654K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
15.1K+ 24.72% |
$673K - $737K
|
76.4K
$3.28M
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.9K+ 19.54% |
$664K - $728K
|
91.3K
$3.93M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.6K+ 8.78% |
$649K - $711K
|
181K
$7.77M
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
13.7K+ 7.24% |
$608K - $667K
|
203K
$8.71M
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
13.2K+ 51.47% |
$586K - $642K
|
38.8K
$1.67M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1K+ 27.68% |
$580K - $636K
|
60.2K
$2.59M
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13K+ 49.88% |
$578K - $634K
|
39.1K
$1.68M
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
12.8K+ 14.74% |
$570K - $624K
|
99.8K
$4.29M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.7K+ 8.47% |
$567K - $621K
|
163K
$7.01M
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.7K+ 121.62% |
$563K - $617K
|
23.1K
$992K
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.4K+ 15.98% |
$506K - $555K
|
82.6K
$3.55M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
11.3K+ 6.16% |
$500K - $549K
|
194K
$8.34M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
11.3K+ 6.16% |
$500K - $549K
|
194K
$8.34M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
10.6KNew |
$471K - $517K
|
10.6K
$456K
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
10.2K+ 45.41% |
$455K - $499K
|
32.8K
$1.41M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10KNew |
$444K - $487K
|
10K
$430K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
9.86KNew |
$438K - $480K
|
9.86K
$424K
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.3KNew |
$413K - $453K
|
9.3K
$400K
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.94K+ 19.81% |
$397K - $436K
|
54.1K
$2.32M
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.92KNew |
$397K - $435K
|
8.92K
$384K
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
8.89KNew |
$395K - $433K
|
8.89K
$382K
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
8.71K+ 124.82% |
$387K - $424K
|
15.7K
$674K
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.39KNew |
$373K - $409K
|
8.39K
$360K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.16K+ 12.46% |
$363K - $398K
|
73.6K
$3.16M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.11KNew |
$360K - $395K
|
8.11K
$349K
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
8.05KNew |
$358K - $392K
|
8.05K
$346K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.03K+ 13.5% |
$357K - $391K
|
67.5K
$2.9M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.84K+ 19.52% |
$348K - $382K
|
48K
$2.06M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.61K+ 44.98% |
$338K - $371K
|
24.5K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.58K+ 16.59% |
$337K - $369K
|
53.3K
$2.29M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.56K+ 99.58% |
$336K - $368K
|
15.2K
$651K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.56KNew |
$336K - $368K
|
7.56K
$325K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.47KNew |
$332K - $364K
|
7.47K
$321K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.45K+ 37.08% |
$331K - $363K
|
27.6K
$1.18M
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
7.34KNew |
$326K - $358K
|
7.34K
$315K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.1K+ 243.7% |
$316K - $346K
|
10K
$430K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
7.05K+ 8.83% |
$313K - $343K
|
86.8K
$3.73M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.95K+ 23.57% |
$309K - $339K
|
36.4K
$1.57M
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.81KNew |
$303K - $332K
|
6.81K
$293K
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
6.64K+ 44.71% |
$295K - $324K
|
21.5K
$924K
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
6.64KNew |
$295K - $323K
|
6.64K
$285K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.52KNew |
$290K - $317K
|
6.52K
$280K
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
6.51K+ 37.9% |
$290K - $317K
|
23.7K
$1.02M
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.42KNew |
$285K - $313K
|
6.42K
$276K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
6.28K+ 18.28% |
$279K - $306K
|
40.6K
$1.75M
|