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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
68.3KNew |
$3.05M - $3.54M
|
68.3K
$2.79M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
62.5KNew |
$2.79M - $3.24M
|
62.5K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60KNew |
$2.68M - $3.11M
|
60K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.5K+ 31.85% |
$2.66M - $3.08M
|
246K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
58.1KNew |
$2.59M - $3.01M
|
58.1K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
55.4K+ 141.81% |
$2.47M - $2.87M
|
94.5K
$3.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
55.2KNew |
$2.46M - $2.86M
|
55.2K
$2.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
55.2KNew |
$2.46M - $2.86M
|
55.2K
$2.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.6K+ 55.77% |
$2.43M - $2.83M
|
152K
$6.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.8K+ 12.38% |
$2.27M - $2.63M
|
461K
$18.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48.2K+ 1032.99% |
$2.15M - $2.5M
|
52.9K
$2.16M
|
|
|
Jan 25, 2022
Q4 2021
|
Iyo Bank, Ltd.
|
BUY
|
- |
46.1KNew |
$2.06M - $2.39M
|
46.1K
$1.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
41.3K+ 49.92% |
$1.84M - $2.14M
|
124K
$5.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
40.8K+ 32.8% |
$1.82M - $2.11M
|
165K
$6.73M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40K+ 556.29% |
$1.78M - $2.07M
|
47.2K
$1.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
39.7KNew |
$1.77M - $2.06M
|
39.7K
$1.62M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.2K+ 18.57% |
$1.75M - $2.03M
|
250K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.2K+ 28.58% |
$1.66M - $1.93M
|
167K
$6.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.5KNew |
$1.63M - $1.89M
|
36.5K
$1.49M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
35.5K+ 106.07% |
$1.58M - $1.84M
|
69K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
35KNew |
$1.56M - $1.81M
|
35K
$1.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
33.7KNew |
$1.5M - $1.75M
|
33.7K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
29.9KNew |
$1.33M - $1.55M
|
29.9K
$1.22M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
29.5K+ 82.04% |
$1.32M - $1.53M
|
65.5K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
29.2KNew |
$1.3M - $1.51M
|
29.2K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28.8K+ 15.62% |
$1.28M - $1.49M
|
213K
$8.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
28.5KNew |
$1.27M - $1.48M
|
28.5K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.9K+ 368.55% |
$1.24M - $1.44M
|
35.4K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27.4K+ 16.79% |
$1.22M - $1.42M
|
191K
$7.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
26.3K+ 20.92% |
$1.17M - $1.36M
|
152K
$6.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
25.9KNew |
$1.16M - $1.34M
|
25.9K
$1.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.6K+ 9.14% |
$1.14M - $1.32M
|
305K
$12.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
24.2KNew |
$1.08M - $1.25M
|
24.2K
$986K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
24.1KNew |
$1.07M - $1.25M
|
24.1K
$982K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.8KNew |
$1.06M - $1.24M
|
23.8K
$973K
|
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
23.6K+ 72.97% |
$1.05M - $1.22M
|
56K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23.1K+ 210.37% |
$1.03M - $1.2M
|
34.1K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.6K+ 114.69% |
$1.01M - $1.17M
|
42.3K
$1.73M
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
22K+ 56.81% |
$983K - $1.14M
|
60.8K
$2.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
20.9KNew |
$932K - $1.08M
|
20.9K
$852K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
20.5KNew |
$916K - $1.06M
|
20.5K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
20KNew |
$894K - $1.04M
|
20K
$818K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
19.5KNew |
$868K - $1.01M
|
19.5K
$794K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.2K+ 53.29% |
$856K - $994K
|
55.2K
$2.25M
|
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
18.5K+ 8.12% |
$826K - $959K
|
247K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
18.4K+ 107.51% |
$823K - $955K
|
35.6K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17.8KNew |
$796K - $924K
|
17.8K
$728K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
17.7KNew |
$788K - $915K
|
17.7K
$721K
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$776K - $901K
|
17.4K
$710K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
16.7KNew |
$746K - $866K
|
16.7K
$682K
|