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 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.36K+ 3.68% |
$150K - $174K
|
94.7K
$4.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
3.34K+ 22.64% |
$149K - $173K
|
18.1K
$777K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.33K+ 33.18% |
$148K - $172K
|
13.3K
$574K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.25K+ 4.43% |
$145K - $168K
|
76.5K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.22K+ 57.7% |
$144K - $167K
|
8.81K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.22K+ 16.5% |
$144K - $167K
|
22.8K
$978K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.15K+ 21.79% |
$140K - $163K
|
17.6K
$756K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
3.13K+ 59.12% |
$140K - $162K
|
8.43K
$362K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.13K+ 5.48% |
$140K - $162K
|
60.3K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.12K+ 4.52% |
$139K - $162K
|
72.1K
$3.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3K+ 2158.27% |
$134K - $155K
|
3.14K
$135K
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
BUY
|
- |
2.98K+ 5.12% |
$133K - $154K
|
61.3K
$2.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
2.82K+ 11.88% |
$126K - $146K
|
26.5K
$1.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.8K+ 44.73% |
$125K - $145K
|
9.04K
$389K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 48.69% |
$124K - $145K
|
8.52K
$366K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.77K+ 2.09% |
$124K - $144K
|
136K
$5.83M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.74K+ 5.14% |
$122K - $142K
|
56K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.72K+ 50.11% |
$121K - $141K
|
8.13K
$350K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
2.66K+ 12.29% |
$119K - $138K
|
24.3K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.65K+ 110.16% |
$118K - $137K
|
5.05K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$117K - $136K
|
2.63K
$113K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.61K+ 2.58% |
$117K - $135K
|
104K
$4.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
2.57K+ 184.6% |
$114K - $133K
|
3.96K
$170K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
2.55K+ 11.93% |
$114K - $132K
|
23.9K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.33K+ 3.37% |
$104K - $121K
|
71.6K
$3.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.29K+ 3.1% |
$102K - $119K
|
76K
$3.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.29K+ 28.32% |
$102K - $119K
|
10.4K
$446K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
2.2K+ 34.21% |
$98.2K - $114K
|
8.63K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.17KNew |
$96.6K - $112K
|
2.17K
$93.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.15K+ 7.35% |
$95.9K - $111K
|
31.4K
$1.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.13K+ 28.86% |
$95K - $110K
|
9.51K
$409K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.05K+ 22.96% |
$91.4K - $106K
|
11K
$472K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.05K+ 10.26% |
$91.4K - $106K
|
22K
$946K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2K+ 315.59% |
$89.4K - $104K
|
2.64K
$113K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.95K+ 20.16% |
$87K - $101K
|
11.6K
$499K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.81K+ 40.06% |
$80.6K - $93.6K
|
6.32K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.79KNew |
$79.9K - $92.7K
|
1.79K
$76.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.78KNew |
$79.4K - $92.2K
|
1.78K
$76.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.77KNew |
$79K - $91.8K
|
1.77K
$76.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.72K+ 45.84% |
$76.7K - $89K
|
5.47K
$235K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.71K+ 6.12% |
$76.3K - $88.6K
|
29.6K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.67K+ 5.08% |
$74.3K - $86.3K
|
34.5K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.66KNew |
$74K - $85.9K
|
1.66K
$71.3K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.62K+ 5.42% |
$72.2K - $83.9K
|
31.5K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 25.67% |
$71.7K - $83.3K
|
7.87K
$338K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.55K+ 9.0% |
$69.3K - $80.5K
|
18.8K
$809K
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.54K+ 1.99% |
$68.6K - $79.7K
|
79K
$3.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
1.53K+ 33.7% |
$68K - $79K
|
6.05K
$260K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.45KNew |
$64.7K - $75.1K
|
1.45K
$62.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.44K+ 28.74% |
$64.2K - $74.5K
|
6.44K
$277K
|