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 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.41K+ 23.41% |
$62.7K - $72.8K
|
7.41K
$302K
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
1.33K+ 2.1% |
$59.3K - $68.9K
|
64.7K
$2.64M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.3KNew |
$57.8K - $67.1K
|
1.3K
$52.8K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.22KNew |
$54.6K - $63.4K
|
1.22K
$49.9K
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.16K+ 8.12% |
$51.9K - $60.3K
|
15.5K
$632K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 21.2% |
$46.3K - $53.8K
|
5.94K
$242K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.03KNew |
$46.1K - $53.6K
|
1.03K
$42.2K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.01KNew |
$45K - $52.2K
|
1.01K
$41.1K
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
992+ 13.13% |
$44.3K - $51.4K
|
8.55K
$349K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
938New |
$41.9K - $48.6K
|
938
$38.3K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
915+ 2.5% |
$40.8K - $47.4K
|
37.5K
$1.53M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
914+ 3.64% |
$40.8K - $47.4K
|
26K
$1.06M
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
914+ 6.03% |
$40.8K - $47.4K
|
16.1K
$656K
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
909+ 18.27% |
$40.6K - $47.1K
|
5.88K
$240K
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
847+ 8.58% |
$37.8K - $43.9K
|
10.7K
$437K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
805+ 0.45% |
$35.9K - $41.7K
|
182K
$7.41M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
782+ 10.51% |
$34.9K - $40.5K
|
8.22K
$336K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
700+ 4.46% |
$31.2K - $36.3K
|
16.4K
$669K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
685+ 9.17% |
$30.6K - $35.5K
|
8.16K
$333K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
667+ 6.01% |
$29.8K - $34.6K
|
11.8K
$480K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
662New |
$29.5K - $34.3K
|
662
$27K
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
651+ 17.43% |
$29K - $33.7K
|
4.39K
$179K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
619+ 16.46% |
$27.6K - $32.1K
|
4.38K
$179K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
617+ 90.34% |
$27.5K - $32K
|
1.3K
$53.1K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
598+ 4.08% |
$26.7K - $31K
|
15.3K
$623K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
591+ 12.0% |
$26.4K - $30.6K
|
5.52K
$225K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
561New |
$25K - $29.1K
|
561
$22.9K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
556+ 9.09% |
$24.8K - $28.8K
|
6.67K
$272K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
538+ 8.84% |
$24K - $27.9K
|
6.62K
$270K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
537+ 5.06% |
$24K - $27.8K
|
11.1K
$455K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
531New |
$23.7K - $27.5K
|
531
$21.7K
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
502+ 1.75% |
$22.4K - $26K
|
29.2K
$1.19M
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
497+ 2.41% |
$22.2K - $25.7K
|
21.1K
$863K
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
450+ 5.59% |
$20.1K - $23.3K
|
8.5K
$347K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
445+ 1780.0% |
$19.9K - $23.1K
|
470
$19.2K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
430+ 1.78% |
$19.2K - $22.3K
|
24.6K
$1M
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
421+ 0.36% |
$18.8K - $21.8K
|
119K
$4.85M
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
409+ 3.43% |
$18.2K - $21.2K
|
12.3K
$504K
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
406+ 4.15% |
$18.1K - $21K
|
10.2K
$416K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
400+ 8.6% |
$17.8K - $20.7K
|
5.05K
$206K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
395New |
$17.6K - $20.5K
|
395
$16.1K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
390+ 500.0% |
$17.4K - $20.2K
|
468
$19.1K
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
388New |
$17.3K - $20.1K
|
388
$15.8K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
387+ 2976.92% |
$17.3K - $20.1K
|
400
$16.3K
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
385+ 2.49% |
$17.2K - $19.9K
|
15.9K
$647K
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
352New |
$15.7K - $18.2K
|
352
$14.4K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
346+ 1.8% |
$15.4K - $17.9K
|
19.5K
$798K
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
345+ 18.01% |
$15.4K - $17.9K
|
2.26K
$92.3K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
343+ 5.54% |
$15.3K - $17.8K
|
6.53K
$267K
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
336+ 1.57% |
$15K - $17.4K
|
21.8K
$890K
|