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 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
376New |
$16.7K - $18.3K
|
376
$16.2K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
360+ 1.45% |
$16K - $17.5K
|
25.1K
$1.08M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
360+ 7.4% |
$16K - $17.5K
|
5.23K
$225K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
330+ 3.53% |
$14.7K - $16.1K
|
9.67K
$416K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
324+ 33.26% |
$14.4K - $15.8K
|
1.3K
$55.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
285New |
$12.7K - $13.9K
|
285
$12.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
278+ 1.98% |
$12.4K - $13.5K
|
14.3K
$616K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
264+ 13.76% |
$11.7K - $12.9K
|
2.18K
$93.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
263+ 0.81% |
$11.7K - $12.8K
|
32.8K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
261+ 1.81% |
$11.6K - $12.7K
|
14.7K
$631K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
215+ 0.37% |
$9.56K - $10.5K
|
58.1K
$2.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
188+ 1.48% |
$8.36K - $9.16K
|
12.9K
$555K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
174+ 0.18% |
$7.73K - $8.48K
|
98.3K
$4.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
118+ 32.07% |
$5.25K - $5.75K
|
486
$20.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
113+ 17.36% |
$5.02K - $5.51K
|
764
$32.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
109New |
$4.85K - $5.31K
|
109
$4.68K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
109+ 1.55% |
$4.85K - $5.31K
|
7.16K
$308K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
93+ 1.3% |
$4.13K - $4.53K
|
7.24K
$311K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
92New |
$4.09K - $4.48K
|
92
$3.95K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
90New |
$4K - $4.39K
|
90
$3.87K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
90+ 39.47% |
$4K - $4.39K
|
318
$13.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
69+ 24.91% |
$3.07K - $3.36K
|
346
$14.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
63+ 0.34% |
$2.8K - $3.07K
|
18.5K
$793K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
61+ 1.82% |
$2.71K - $2.97K
|
3.42K
$147K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
59New |
$2.62K - $2.88K
|
59
$2.54K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
51+ 0.47% |
$2.27K - $2.49K
|
11K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
43New |
$1.91K - $2.1K
|
43
$1.85K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41+ 87.23% |
$1.82K - $2K
|
88
$3.78K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
37+ 1.36% |
$1.64K - $1.8K
|
2.76K
$119K
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
35+ 0.02% |
$1.56K - $1.71K
|
169K
$7.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
34+ 0.55% |
$1.51K - $1.66K
|
6.16K
$265K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
34+ 1.81% |
$1.51K - $1.66K
|
1.92K
$82.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
33+ 1.55% |
$1.47K - $1.61K
|
2.16K
$92.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25New |
$1.11K - $1.22K
|
25
$1.07K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21+ 0.56% |
$933 - $1.02K
|
3.79K
$163K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
18+ 0.07% |
$800 - $877
|
26.3K
$1.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
15+ 6.98% |
$667 - $731
|
230
$9.89K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
13+ 0.05% |
$578 - $633
|
24.8K
$1.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.44% |
$400 - $439
|
2.03K
$87.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9New |
$400 - $439
|
9
$387
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7+ 0.1% |
$311 - $341
|
7K
$301K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.41% |
$267 - $292
|
1.47K
$63.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$178 - $195
|
24.8K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.01% |
$133 - $146
|
32.7K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.54% |
$133 - $146
|
557
$23.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.29% |
$88.9 - $97.5
|
683
$29.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.69% |
$88.9 - $97.5
|
291
$12.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.88% |
$44.5 - $48.7
|
114
$4.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.45% |
$44.5 - $48.7
|
225
$9.67K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 1.52% |
$44.5 - $48.7
|
67
$2.88K
|