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 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-81- 1.36% |
$3.61K - $4.2K
|
5.87K
$240K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-86- 37.39% |
$3.84K - $4.46K
|
144
$5.88K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-90Closed |
$4.02K - $4.66K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-92Closed |
$4.11K - $4.77K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-96Closed |
$4.28K - $4.97K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-103- 2.15% |
$4.6K - $5.34K
|
4.68K
$191K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-109Closed |
$4.86K - $5.65K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-118- 0.93% |
$5.27K - $6.11K
|
12.6K
$514K
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-142- 0.26% |
$6.34K - $7.36K
|
53.9K
$2.2M
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 0.23% |
$6.69K - $7.77K
|
65.2K
$2.66M
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-158- 1.37% |
$7.05K - $8.19K
|
11.3K
$463K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-160Closed |
$7.14K - $8.29K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-170- 2.77% |
$7.59K - $8.81K
|
5.97K
$244K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-199- 36.12% |
$8.88K - $10.3K
|
352
$14.4K
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 0.96% |
$8.92K - $10.4K
|
20.6K
$840K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-214- 2.66% |
$9.55K - $11.1K
|
7.82K
$319K
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-222- 2.68% |
$9.91K - $11.5K
|
8.07K
$329K
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-223- 0.9% |
$9.95K - $11.6K
|
24.5K
$999K
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-227- 0.15% |
$10.1K - $11.8K
|
149K
$6.07M
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-239- 5.08% |
$10.7K - $12.4K
|
4.47K
$182K
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-275- 32.35% |
$12.3K - $14.2K
|
575
$23.5K
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-275- 0.02% |
$12.3K - $14.2K
|
1.69M
$69.1M
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-283- 0.2% |
$12.6K - $14.7K
|
140K
$5.71M
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-285Closed |
$12.7K - $14.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-301- 1.97% |
$13.4K - $15.6K
|
15K
$612K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-307- 23.65% |
$13.7K - $15.9K
|
991
$40.4K
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-342- 0.5% |
$15.3K - $17.7K
|
68.4K
$2.79M
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-386- 5.67% |
$17.2K - $20K
|
6.42K
$262K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-405- 4.65% |
$18.1K - $21K
|
8.3K
$339K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-423- 6.45% |
$18.9K - $21.9K
|
6.14K
$250K
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-443- 7.55% |
$19.8K - $23K
|
5.43K
$221K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-447- 0.71% |
$19.9K - $23.2K
|
62.1K
$2.53M
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-464- 0.1% |
$20.7K - $24K
|
478K
$19.5M
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-489- 10.77% |
$21.8K - $25.3K
|
4.05K
$165K
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-502Closed |
$22.4K - $26K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-503- 1.85% |
$22.4K - $26.1K
|
26.6K
$1.09M
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-540Closed |
$24.1K - $28K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-566- 2.63% |
$25.3K - $29.3K
|
21K
$856K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-568- 16.31% |
$25.3K - $29.4K
|
2.91K
$119K
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-624- 4.94% |
$27.8K - $32.3K
|
12K
$490K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-633Closed |
$28.2K - $32.8K
|
0
$0
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-700- 73.68% |
$31.2K - $36.3K
|
250
$10.2K
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-706- 1.04% |
$31.5K - $36.6K
|
67.5K
$2.75M
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-737- 19.38% |
$32.9K - $38.2K
|
3.07K
$125K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-755- 57.81% |
$33.7K - $39.1K
|
551
$22.5K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-775- 0.25% |
$34.6K - $40.2K
|
312K
$12.7M
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-798Closed |
$35.6K - $41.3K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-861- 1.48% |
$38.4K - $44.6K
|
57.2K
$2.34M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-900- 3.47% |
$40.2K - $46.6K
|
25.1K
$1.02M
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-984- 3.92% |
$43.9K - $51K
|
24.1K
$985K
|