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 05, 2021
Q3 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
6.2KNew |
$276K - $302K
|
6.2K
$267K
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.01KNew |
$267K - $293K
|
6.01K
$258K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.95K+ 230.8% |
$264K - $290K
|
8.53K
$367K
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.95K+ 7.61% |
$264K - $290K
|
84.1K
$3.62M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.91K+ 121.99% |
$263K - $288K
|
10.8K
$462K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.82K+ 15.54% |
$259K - $284K
|
43.3K
$1.86M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.76K+ 79.34% |
$256K - $281K
|
13K
$560K
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.76KNew |
$256K - $281K
|
5.76K
$247K
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
5.66K+ 36.16% |
$252K - $276K
|
21.3K
$917K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
5.42KNew |
$241K - $264K
|
5.42K
$233K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.36K+ 2.98% |
$238K - $261K
|
185K
$7.96M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
5.35K+ 21.49% |
$238K - $261K
|
30.2K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.31K+ 37.29% |
$236K - $259K
|
19.5K
$839K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
5.22K+ 4.09% |
$232K - $254K
|
133K
$5.71M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.21K+ 4.17% |
$232K - $254K
|
130K
$5.59M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.19KNew |
$231K - $253K
|
5.19K
$223K
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5.13KNew |
$228K - $250K
|
5.13K
$220K
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.05KNew |
$224K - $246K
|
5.05K
$217K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
5KNew |
$222K - $244K
|
5K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
5KNew |
$222K - $244K
|
5K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4.98KNew |
$221K - $242K
|
4.98K
$214K
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
4.83KNew |
$215K - $235K
|
4.83K
$208K
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.79KNew |
$213K - $234K
|
4.79K
$206K
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.74KNew |
$211K - $231K
|
4.74K
$204K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.65KNew |
$207K - $227K
|
4.65K
$200K
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$205K - $224K
|
4.61K
$198K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.59K+ 6470.42% |
$204K - $224K
|
4.67K
$201K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.96K+ 5.23% |
$176K - $193K
|
79.7K
$3.43M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.53K+ 11.04% |
$157K - $172K
|
35.5K
$1.52M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$156K - $171K
|
3.52K
$151K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.48KNew |
$155K - $170K
|
3.48K
$150K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.3KNew |
$147K - $161K
|
3.3K
$142K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.13K+ 6.55% |
$139K - $152K
|
50.9K
$2.19M
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.9K+ 2.11% |
$129K - $141K
|
140K
$6.03M
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.87K+ 45.04% |
$128K - $140K
|
9.25K
$397K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.8K+ 11.47% |
$124K - $136K
|
27.2K
$1.17M
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2.47K+ 779.18% |
$110K - $120K
|
2.79K
$120K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.41K+ 12.58% |
$107K - $117K
|
21.5K
$926K
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.21K+ 41.4% |
$98.3K - $108K
|
7.55K
$325K
|
|
Oct 21, 2021
Q3 2021
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2.21K+ 37.78% |
$98.1K - $108K
|
8.05K
$346K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.04K+ 61.61% |
$90.7K - $99.4K
|
5.35K
$230K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.99K+ 21.83% |
$88.4K - $96.9K
|
11.1K
$477K
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.9K+ 14.77% |
$84.4K - $92.5K
|
14.7K
$634K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.89KNew |
$83.8K - $91.9K
|
1.89K
$81K
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.86K+ 8.16% |
$82.8K - $90.8K
|
24.7K
$1.06M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.86K+ 30.09% |
$82.6K - $90.5K
|
8.03K
$345K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.63K+ 5.12% |
$72.5K - $79.5K
|
33.5K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.59K+ 7.04% |
$70.6K - $77.4K
|
24.2K
$1.04M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.57KNew |
$69.6K - $76.3K
|
1.57K
$67.3K
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.55K+ 2.26% |
$68.9K - $75.5K
|
70.1K
$3.01M
|