Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.55K+ 8.78% |
$68.9K - $75.5K
|
19.2K
$795K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.53K+ 7.3% |
$68K - $74.5K
|
22.5K
$930K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 43.78% |
$66.3K - $72.7K
|
4.9K
$203K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.47K+ 9.34% |
$65.4K - $71.7K
|
17.2K
$713K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 34.41% |
$65.2K - $71.5K
|
5.73K
$237K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
1.4K+ 24.57% |
$62.2K - $68.2K
|
7.1K
$294K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.39KNew |
$61.8K - $67.7K
|
1.39K
$57.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.27K+ 25.14% |
$56.4K - $61.8K
|
6.32K
$262K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.27K+ 25.14% |
$56.4K - $61.8K
|
6.32K
$262K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.26K+ 6.51% |
$56.1K - $61.4K
|
20.6K
$855K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.2K+ 33.51% |
$53.3K - $58.5K
|
4.78K
$198K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.19K+ 979.34% |
$52.7K - $57.7K
|
1.31K
$54.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.16KNew |
$51.4K - $56.3K
|
1.16K
$47.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.15K+ 92.01% |
$51.2K - $56.1K
|
2.4K
$99.5K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.11K+ 13.51% |
$49.5K - $54.3K
|
9.36K
$388K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.11K+ 13.51% |
$49.5K - $54.3K
|
9.36K
$388K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.09K+ 326.43% |
$48.3K - $53K
|
1.42K
$58.8K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
969+ 2.44% |
$43.1K - $47.2K
|
40.6K
$1.68M
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
950New |
$42.2K - $46.3K
|
950
$39.3K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
940+ 817.39% |
$41.8K - $45.8K
|
1.06K
$43.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
875+ 2.45% |
$38.9K - $42.6K
|
36.6K
$1.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
834+ 40.94% |
$37.1K - $40.6K
|
2.87K
$119K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
807+ 12.65% |
$35.9K - $39.3K
|
7.19K
$298K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
793+ 5.47% |
$35.2K - $38.6K
|
15.3K
$634K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
755+ 8.29% |
$33.6K - $36.8K
|
9.86K
$408K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
747+ 6.89% |
$33.2K - $36.4K
|
11.6K
$480K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
725+ 1.35% |
$32.2K - $35.3K
|
54.5K
$2.26M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
703+ 8.55% |
$31.2K - $34.3K
|
8.92K
$370K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
661+ 0.9% |
$29.4K - $32.2K
|
73.7K
$3.05M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
653+ 9.32% |
$29K - $31.8K
|
7.66K
$317K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
647+ 2.81% |
$28.8K - $31.5K
|
23.7K
$981K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
639+ 8.62% |
$28.4K - $31.1K
|
8.05K
$333K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
636+ 113.17% |
$28.3K - $31K
|
1.2K
$49.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
536+ 2.61% |
$23.8K - $26.1K
|
21K
$872K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
511+ 4.31% |
$22.7K - $24.9K
|
12.4K
$513K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
500+ 2.49% |
$22.2K - $24.4K
|
20.6K
$854K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
500+ 142.86% |
$22.2K - $24.4K
|
850
$35.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
494+ 1.41% |
$22K - $24.1K
|
35.4K
$1.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
480+ 2.9% |
$21.3K - $23.4K
|
17K
$705K
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
480+ 2.93% |
$21.3K - $23.4K
|
16.9K
$699K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
480+ 5.03% |
$21.3K - $23.4K
|
10K
$415K
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
475+ 3.4% |
$21.1K - $23.1K
|
14.4K
$598K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
460New |
$20.4K - $22.4K
|
460
$19.1K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
456+ 4.9% |
$20.3K - $22.2K
|
9.76K
$404K
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
443+ 4.13% |
$19.7K - $21.6K
|
11.2K
$463K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
435+ 13.19% |
$19.3K - $21.2K
|
3.73K
$155K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
413+ 3.73% |
$18.4K - $20.1K
|
11.5K
$476K
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
412+ 3.33% |
$18.3K - $20.1K
|
12.8K
$530K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
406New |
$18K - $19.8K
|
406
$16.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
405+ 101.25% |
$18K - $19.7K
|
805
$33.3K
|