Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 3.16% |
$719K - $835K
|
527K
$22.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
16K+ 22.07% |
$712K - $827K
|
88.3K
$3.79M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 19.23% |
$706K - $820K
|
98.1K
$4.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
14.8K+ 293.82% |
$661K - $768K
|
19.9K
$854K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
14.3K+ 26.34% |
$640K - $743K
|
68.8K
$2.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.6K+ 32.62% |
$608K - $705K
|
55.4K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.5K+ 31.15% |
$601K - $698K
|
56.7K
$2.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
13.4KNew |
$597K - $693K
|
13.4K
$575K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
13.3KNew |
$595K - $691K
|
13.3K
$573K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
13.2K+ 53.75% |
$588K - $683K
|
37.7K
$1.62M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13K+ 1696.6% |
$578K - $672K
|
13.7K
$590K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
12.4KNew |
$555K - $645K
|
12.4K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12.4K+ 78.48% |
$554K - $644K
|
28.3K
$1.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.1KNew |
$542K - $629K
|
12.1K
$522K
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.1KNew |
$541K - $628K
|
12.1K
$521K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11.7KNew |
$524K - $608K
|
11.7K
$505K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
11.7KNew |
$523K - $607K
|
11.7K
$504K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.7K+ 30.03% |
$522K - $607K
|
50.7K
$2.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
11.5K+ 32.49% |
$514K - $597K
|
47K
$2.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 2.77% |
$492K - $572K
|
409K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$486K - $565K
|
10.9K
$468K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
10.1K+ 24.83% |
$450K - $523K
|
50.7K
$2.18M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
9.94K+ 3.69% |
$444K - $515K
|
280K
$12M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.89KNew |
$441K - $512K
|
9.89K
$425K
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
9.59KNew |
$428K - $497K
|
9.59K
$412K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.49KNew |
$424K - $492K
|
9.49K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.37KNew |
$418K - $485K
|
9.37K
$403K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.28K+ 99.74% |
$414K - $481K
|
18.6K
$798K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.18K+ 15.24% |
$409K - $475K
|
69.4K
$2.98M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.07K+ 22.19% |
$405K - $470K
|
49.9K
$2.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.3K+ 4.28% |
$370K - $430K
|
202K
$8.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
8.3K+ 4.28% |
$370K - $430K
|
202K
$8.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.29K+ 7.92% |
$370K - $430K
|
113K
$4.86M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.75K+ 6.45% |
$346K - $401K
|
128K
$5.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.66K+ 24.93% |
$342K - $397K
|
38.4K
$1.65M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
7.36KNew |
$329K - $382K
|
7.36K
$317K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
7.07K+ 9.97% |
$315K - $366K
|
78K
$3.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.9K+ 12.64% |
$308K - $358K
|
61.5K
$2.64M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6.89K+ 7.94% |
$308K - $357K
|
93.7K
$4.03M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
6.89KNew |
$307K - $357K
|
6.89K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
6.83KNew |
$305K - $354K
|
6.83K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.75K+ 106.89% |
$301K - $350K
|
13.1K
$562K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.75K+ 106.89% |
$301K - $350K
|
13.1K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.59KNew |
$294K - $342K
|
6.59K
$283K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
6.43KNew |
$287K - $333K
|
6.43K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.31KNew |
$282K - $327K
|
6.31K
$271K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.28KNew |
$280K - $325K
|
6.28K
$270K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.27K+ 86.34% |
$280K - $325K
|
13.5K
$582K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.27KNew |
$280K - $325K
|
6.27K
$270K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
6.25KNew |
$279K - $324K
|
6.25K
$269K
|