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 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.19KNew |
$276K - $321K
|
6.19K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.15K+ 114.91% |
$274K - $319K
|
11.5K
$469K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.99KNew |
$267K - $310K
|
5.99K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.88KNew |
$262K - $305K
|
5.88K
$240K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.78KNew |
$258K - $300K
|
5.78K
$236K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.76K+ 6.85% |
$257K - $298K
|
89.9K
$3.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.74K+ 20.15% |
$256K - $297K
|
34.2K
$1.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.67K+ 1.63% |
$253K - $294K
|
352K
$14.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
5.66KNew |
$253K - $293K
|
5.66K
$231K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.64KNew |
$252K - $292K
|
5.64K
$230K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
5.61KNew |
$250K - $290K
|
5.61K
$229K
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.58KNew |
$249K - $289K
|
5.58K
$228K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.49K+ 50.98% |
$245K - $284K
|
16.2K
$663K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.47K+ 253.9% |
$244K - $284K
|
7.63K
$311K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.43KNew |
$242K - $281K
|
5.43K
$222K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
5.41KNew |
$241K - $280K
|
5.41K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5.29KNew |
$236K - $274K
|
5.29K
$216K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
5.23KNew |
$233K - $271K
|
5.23K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.9KNew |
$219K - $254K
|
4.9K
$200K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.86K+ 21.06% |
$217K - $252K
|
27.9K
$1.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
4.81K+ 6.03% |
$215K - $249K
|
84.7K
$3.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.78KNew |
$213K - $248K
|
4.78K
$195K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.78KNew |
$213K - $247K
|
4.78K
$195K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.73K+ 11.65% |
$211K - $245K
|
45.4K
$1.85M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
4.73KNew |
$211K - $245K
|
4.73K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
4.67KNew |
$208K - $242K
|
4.67K
$190K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.64KNew |
$207K - $240K
|
4.64K
$189K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.58KNew |
$204K - $237K
|
4.58K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.54K+ 7.25% |
$202K - $235K
|
67.1K
$2.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
4.52K+ 56.23% |
$202K - $234K
|
12.6K
$512K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.49K+ 48.54% |
$200K - $233K
|
13.7K
$560K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.48KNew |
$200K - $232K
|
4.48K
$183K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.46K+ 5.31% |
$199K - $231K
|
88.3K
$3.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
4.36KNew |
$194K - $226K
|
4.36K
$178K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.2KNew |
$187K - $217K
|
4.2K
$171K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$181K - $210K
|
4.05K
$165K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4KNew |
$178K - $207K
|
4K
$163K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.99KNew |
$178K - $207K
|
3.99K
$163K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.92K+ 12.95% |
$175K - $203K
|
34.2K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
3.89KNew |
$173K - $201K
|
3.89K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.8K+ 10.43% |
$170K - $197K
|
40.2K
$1.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.79K+ 32.69% |
$169K - $196K
|
15.4K
$628K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.79K+ 12.4% |
$169K - $196K
|
34.3K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.74K+ 4.7% |
$167K - $194K
|
83.5K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.72K+ 12.49% |
$166K - $193K
|
33.5K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
3.63K+ 11.07% |
$162K - $188K
|
36.4K
$1.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.56K+ 7.46% |
$159K - $184K
|
51.2K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.51K+ 39.35% |
$157K - $182K
|
12.4K
$508K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
3.46K+ 47.72% |
$154K - $179K
|
10.7K
$437K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.45KNew |
$154K - $179K
|
3.45K
$141K
|