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 |
---|---|---|---|---|---|---|---|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-984- 3.92% |
$43.9K - $51K
|
24.1K
$1M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-995- 12.27% |
$44.4K - $51.6K
|
7.11K
$295K
|
|
Feb 16, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-1K- 0.23% |
$44.7K - $51.9K
|
438K
$18.1M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.06K- 7.2% |
$47.4K - $55K
|
13.7K
$567K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.07K- 3.87% |
$47.6K - $55.3K
|
26.5K
$1.1M
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.16KClosed |
$51.6K - $59.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.26K- 3.69% |
$56.3K - $65.4K
|
32.9K
$1.36M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-1.27K- 20.19% |
$56.7K - $65.9K
|
5.02K
$208K
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-1.34K- 0.79% |
$59.6K - $69.2K
|
167K
$6.92M
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.35K- 5.26% |
$60.3K - $70K
|
24.3K
$1.01M
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.47K- 2.2% |
$65.7K - $76.3K
|
65.4K
$2.71M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-1.5K- 78.25% |
$66.9K - $77.7K
|
417
$17.3K
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-1.52K- 6.48% |
$67.6K - $78.5K
|
21.9K
$907K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.53K- 27.82% |
$68.1K - $79.1K
|
3.96K
$164K
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.57K- 1.38% |
$69.8K - $81.1K
|
112K
$4.63M
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.57KClosed |
$69.8K - $81.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.81K- 6.66% |
$80.9K - $93.9K
|
25.4K
$1.05M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.89KClosed |
$84.1K - $97.7K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-1.98K- 2.61% |
$88.2K - $102K
|
73.8K
$3.06M
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.05K- 13.56% |
$91.6K - $106K
|
13.1K
$542K
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.08K- 2.78% |
$93K - $108K
|
72.8K
$3.02M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-2.15K- 17.59% |
$95.8K - $111K
|
10.1K
$416K
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.2K- 1.25% |
$98.2K - $114K
|
174K
$7.19M
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.24K- 8.73% |
$99.9K - $116K
|
23.4K
$969K
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.25K- 22.48% |
$100K - $116K
|
7.75K
$321K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 3.44% |
$104K - $120K
|
65.2K
$2.7M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.35KClosed |
$105K - $122K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.42K- 14.23% |
$108K - $125K
|
14.6K
$604K
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.46K- 9.76% |
$110K - $127K
|
22.7K
$940K
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-2.62K- 15.5% |
$117K - $136K
|
14.3K
$591K
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.64K- 7.95% |
$118K - $137K
|
30.6K
$1.27M
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2.79KClosed |
$124K - $144K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.82K- 5.39% |
$126K - $146K
|
49.5K
$2.05M
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.91K- 38.48% |
$130K - $151K
|
4.65K
$192K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.92K- 96.05% |
$130K - $151K
|
120
$4.97K
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-2.94K- 1.52% |
$131K - $152K
|
190K
$7.86M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.03K- 5.96% |
$135K - $157K
|
47.9K
$1.98M
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.04K- 34.23% |
$136K - $158K
|
5.85K
$242K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3.3KClosed |
$147K - $171K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.31K- 13.99% |
$148K - $171K
|
20.3K
$842K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.44K- 3.44% |
$153K - $178K
|
96.4K
$3.99M
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.61K- 0.91% |
$161K - $187K
|
392K
$16.2M
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-3.62K- 4.73% |
$161K - $188K
|
73K
$3.02M
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.72K- 44.34% |
$166K - $193K
|
4.67K
$193K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.87K- 45.42% |
$173K - $201K
|
4.66K
$193K
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.98K- 30.81% |
$178K - $206K
|
8.94K
$370K
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-4.52K- 21.03% |
$202K - $234K
|
17K
$703K
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.04K- 14.23% |
$225K - $261K
|
30.4K
$1.26M
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.13K- 21.65% |
$229K - $266K
|
18.6K
$769K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-5.19KClosed |
$231K - $269K
|
0
$0
|