Purchases and Sales Made in Q4 2021 in Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

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 01, 2022 Q4 2021
Ellis Investment Partners, LLC

BUY
 -
33
+ 0.87%
$1.47K - $1.71K
3.82K $156K
Feb 11, 2022 Q4 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
32
+ 10.96%
$1.43K - $1.66K
324 $13.2K
Jan 26, 2022 Q4 2021
Northwest Investment Counselors, LLC

BUY
 -
29
New
$1.29K - $1.5K
29 $1.18K
Feb 14, 2022 Q4 2021
Aspire Private Capital, LLC

BUY
 -
27
+ 32.53%
$1.2K - $1.4K
110 $4.49K
Feb 09, 2022 Q4 2021
Aquire Wealth Advisors, LLC

BUY
 -
25
New
$1.12K - $1.3K
25 $1.02K
Feb 14, 2022 Q4 2021
Evercore Wealth Management, LLC

New York, NY
BUY
 -
25
+ 0.09%
$1.12K - $1.3K
26.4K $1.08M
Feb 10, 2022 Q4 2021
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
24
+ 0.13%
$1.07K - $1.24K
18.7K $764K
Jan 31, 2022 Q4 2021
Cnb Bank

Clearfield, PA
BUY
 -
22
New
$982 - $1.14K
22 $898
Feb 14, 2022 Q4 2021
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
20
New
$892 - $1.04K
20 $816
Feb 11, 2022 Q4 2021
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
20
New
$892 - $1.04K
20 $816
Jan 13, 2022 Q4 2021
Soa Wealth Advisors, Llc.

BUY
 -
14
+ 0.69%
$625 - $725
2.05K $83.6K
Feb 01, 2022 Q4 2021
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
13
New
$580 - $674
13 $531
Jan 27, 2022 Q4 2021
Baldrige Asset Management LLC

BUY
 -
10
+ 0.29%
$446 - $518
3.43K $140K
Feb 14, 2022 Q4 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
10
+ 0.28%
$446 - $518
3.53K $144K
Feb 11, 2022 Q4 2021
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
10
New
$446 - $518
10 $408
Feb 14, 2022 Q4 2021
Truvestments Capital LLC

Sarasota, FL
BUY
 -
10
+ 0.68%
$446 - $518
1.48K $60.4K
Feb 11, 2022 Q4 2021
Ford Financial Group, LLC

BUY
 -
7
New
$312 - $363
7 $286
Feb 14, 2022 Q4 2021
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
5
+ 0.02%
$223 - $259
24.8K $1.01M
Mar 11, 2022 Q4 2021
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
5
+ 0.02%
$223 - $259
32.7K $1.34M
Feb 11, 2022 Q4 2021
Bollard Group LLC

Boston, MA
BUY
 -
3
+ 0.54%
$134 - $155
560 $22.9K
Jan 24, 2022 Q4 2021
Jackson, Grant Investment Advisers, Inc.

BUY
 -
3
+ 1.03%
$134 - $155
294 $12K
Jan 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

BUY
 -
2
+ 0.89%
$89.2 - $104
227 $9.26K
Jan 12, 2022 Q4 2021
First Hawaiian Bank

BUY
 -
2
+ 0.01%
$89.2 - $104
26.5K $1.08M
Feb 10, 2022 Q4 2021
Roundview Capital LLC

Princeton, NJ
BUY
 -
2
+ 0.02%
$89.2 - $104
10.3K $419K
Jan 09, 2024 Q4 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2
+ 0.49%
$89.2 - $104
408 $16.7K
Feb 10, 2022 Q4 2021
Tsfg, LLC

BUY
 -
1
+ 0.08%
$44.6 - $51.8
1.2K $48.9K
Jan 26, 2022 Q4 2021
Avion Wealth

The Woodlands, TX
BUY
 -
1
+ 3.23%
$44.6 - $51.8
32 $1.31K
Feb 11, 2022 Q4 2021
Lehman & Derafelo Financial Resources LLC

SELL
 -
-3
Closed
$134 - $155
0 $0
Jan 26, 2022 Q4 2021
Mechanics Bank Trust Department

SELL
 -
-5
- 0.04%
$223 - $259
11.2K $456K
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

SELL
 -
-12
- 0.1%
$535 - $622
12.4K $505K
Feb 17, 2022 Q4 2021
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-14
- 0.24%
$625 - $725
5.92K $241K
Jan 24, 2022 Q4 2021
Advanced Asset Management Advisors Inc

Dublin, OH
SELL
 -
-16
- 3.52%
$714 - $829
439 $17.9K
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
SELL
 -
-17
- 0.62%
$759 - $881
2.75K $112K
Feb 27, 2023 Q4 2021
Financial Partners Capital Management LLC

New York, NY
SELL
 -
-17
- 0.31%
$759 - $881
5.49K $224K
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-26
Closed
$1.16K - $1.35K
0 $0
Feb 11, 2022 Q4 2021
Cypress Capital Management LLC (Wy)

SELL
 -
-29
- 0.56%
$1.29K - $1.5K
5.19K $212K
Feb 01, 2022 Q4 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-29
- 5.97%
$1.29K - $1.5K
457 $18.7K
Feb 10, 2022 Q4 2021
Emc Capital Management

Houston, TX
SELL
 -
-30
Closed
$1.34K - $1.55K
0 $0
Feb 14, 2022 Q4 2021
Cornerstone Wealth Management, LLC

SELL
 -
-34
- 0.3%
$1.52K - $1.76K
11.3K $461K
Feb 08, 2022 Q4 2021
St. Johns Investment Management Company, LLC

SELL
 -
-34
- 1.56%
$1.52K - $1.76K
2.15K $87.7K
Jan 20, 2022 Q4 2021
Pflug Koory, LLC

SELL
 -
-40
- 1.45%
$1.78K - $2.07K
2.72K $111K
Jan 21, 2022 Q4 2021
Callan Capital, LLC

La Jolla, CA
SELL
 -
-43
- 0.23%
$1.92K - $2.23K
18.4K $751K
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-43
Closed
$1.92K - $2.23K
0 $0
Jan 24, 2022 Q4 2021
Tompkins Financial Corp

SELL
 -
-53
Closed
$2.36K - $2.75K
0 $0
Jan 26, 2022 Q4 2021
Signature Securities Group Corporation

SELL
 -
-59
Closed
$2.63K - $3.06K
0 $0
Jan 21, 2022 Q4 2021
Institute For Wealth Management, Llc.

SELL
 -
-59
- 1.22%
$2.63K - $3.06K
4.77K $195K
Feb 09, 2022 Q4 2021
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-64
- 6.8%
$2.86K - $3.32K
877 $35.8K
Feb 07, 2022 Q4 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-66
- 0.67%
$2.94K - $3.42K
9.8K $400K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-67
Closed
$2.99K - $3.47K
0 $0

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