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 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$44.5 - $48.7
|
4.76K
$198K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$88.9 - $97.5
|
7.58K
$315K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.36% |
$88.9 - $97.5
|
551
$22.9K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7- 0.07% |
$311 - $341
|
10.3K
$426K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11- 0.15% |
$489 - $536
|
7.44K
$309K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26Closed |
$1.16K - $1.27K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-28- 29.79% |
$1.24K - $1.36K
|
66
$2.74K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29- 0.1% |
$1.29K - $1.41K
|
28.7K
$1.19M
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-30- 0.34% |
$1.33K - $1.46K
|
8.75K
$363K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-34- 1.43% |
$1.51K - $1.66K
|
2.35K
$97.5K
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-35- 0.66% |
$1.56K - $1.71K
|
5.24K
$218K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-41Closed |
$1.82K - $2K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50- 7.46% |
$2.22K - $2.44K
|
620
$25.8K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-55Closed |
$2.44K - $2.68K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-61- 2.16% |
$2.71K - $2.97K
|
2.76K
$115K
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-64- 0.8% |
$2.84K - $3.12K
|
7.91K
$329K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-69- 95.83% |
$3.07K - $3.36K
|
3
$125
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-91- 0.89% |
$4.04K - $4.43K
|
10.1K
$421K
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-93- 0.36% |
$4.13K - $4.53K
|
26K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 37.88% |
$4.45K - $4.87K
|
164
$6.81K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-108- 1.7% |
$4.8K - $5.26K
|
6.25K
$260K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-108- 3.43% |
$4.8K - $5.26K
|
3.04K
$126K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-111- 47.84% |
$4.93K - $5.41K
|
121
$5.03K
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-112- 1.81% |
$4.98K - $5.46K
|
6.08K
$253K
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-123- 1.96% |
$5.47K - $5.99K
|
6.14K
$255K
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-124- 0.26% |
$5.51K - $6.04K
|
47.7K
$1.98M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-143Closed |
$6.36K - $6.97K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-148- 3.18% |
$6.58K - $7.21K
|
4.51K
$187K
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-149- 2.78% |
$6.62K - $7.26K
|
5.22K
$217K
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-154- 2.0% |
$6.85K - $7.5K
|
7.56K
$314K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-158Closed |
$7.02K - $7.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-162- 53.82% |
$7.2K - $7.89K
|
139
$5.78K
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-163Closed |
$7.25K - $7.94K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-178Closed |
$7.91K - $8.67K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-197- 4.99% |
$8.76K - $9.6K
|
3.75K
$156K
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-232- 4.86% |
$10.3K - $11.3K
|
4.54K
$189K
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-251- 1.3% |
$11.2K - $12.2K
|
19.1K
$795K
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-256- 4.46% |
$11.4K - $12.5K
|
5.49K
$228K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-278Closed |
$12.4K - $13.5K
|
0
$0
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-279- 6.84% |
$12.4K - $13.6K
|
3.8K
$158K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-294- 67.43% |
$13.1K - $14.3K
|
142
$5.9K
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-295- 0.45% |
$13.1K - $14.4K
|
65.4K
$2.72M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-312- 0.46% |
$13.9K - $15.2K
|
67.2K
$2.79M
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-321- 2.48% |
$14.3K - $15.6K
|
12.6K
$525K
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-336- 0.49% |
$14.9K - $16.4K
|
68.8K
$2.86M
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-337- 5.77% |
$15K - $16.4K
|
5.51K
$229K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-354- 1.62% |
$15.7K - $17.3K
|
21.5K
$892K
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-364- 2.9% |
$16.2K - $17.7K
|
12.2K
$507K
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-413- 1.73% |
$18.4K - $20.1K
|
23.4K
$973K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-447- 6.38% |
$19.9K - $21.8K
|
6.56K
$272K
|