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 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
336+ 1.57% |
$15K - $17.4K
|
21.8K
$903K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
333+ 4.14% |
$14.9K - $17.3K
|
8.38K
$347K
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
323+ 4.47% |
$14.4K - $16.7K
|
7.55K
$313K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
321+ 1.53% |
$14.3K - $16.6K
|
21.4K
$885K
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
320+ 0.92% |
$14.3K - $16.6K
|
35.2K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
313+ 2.45% |
$14K - $16.2K
|
13.1K
$542K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
274New |
$12.2K - $14.2K
|
274
$11.3K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
265+ 44.54% |
$11.8K - $13.7K
|
860
$35.6K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
230+ 4.76% |
$10.3K - $11.9K
|
5.06K
$210K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
227+ 4.33% |
$10.1K - $11.8K
|
5.47K
$226K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
225+ 10.19% |
$10K - $11.7K
|
2.43K
$101K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
223New |
$9.95K - $11.6K
|
223
$9.23K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
223+ 0.79% |
$9.95K - $11.6K
|
28.6K
$1.19M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
215New |
$9.59K - $11.1K
|
215
$8.9K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
215New |
$9.59K - $11.1K
|
215
$8.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
211+ 0.77% |
$9.41K - $10.9K
|
27.5K
$1.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
210+ 2.86% |
$9.37K - $10.9K
|
7.55K
$313K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
193New |
$8.61K - $10K
|
193
$7.99K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
184+ 2.4% |
$8.21K - $9.53K
|
7.84K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
176New |
$7.85K - $9.12K
|
176
$7.29K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
161+ 1.65% |
$7.18K - $8.34K
|
9.92K
$411K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
156New |
$6.96K - $8.08K
|
156
$6.46K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$6.69K - $7.77K
|
150
$6.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
147+ 1.34% |
$6.56K - $7.62K
|
11.1K
$462K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
145New |
$6.47K - $7.51K
|
145
$6K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
145New |
$6.47K - $7.51K
|
145
$6K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
139+ 375.68% |
$6.2K - $7.2K
|
176
$7.29K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
139New |
$6.2K - $7.2K
|
139
$5.76K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
121New |
$5.4K - $6.27K
|
121
$5.01K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
120+ 1.28% |
$5.35K - $6.22K
|
9.48K
$393K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
120+ 1.28% |
$5.35K - $6.22K
|
9.48K
$393K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
110+ 0.64% |
$4.91K - $5.7K
|
17.3K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
109+ 1.08% |
$4.86K - $5.65K
|
10.2K
$424K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
107New |
$4.77K - $5.54K
|
107
$4.43K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
101New |
$4.51K - $5.23K
|
101
$4.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
99New |
$4.42K - $5.13K
|
99
$4.1K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
92+ 0.25% |
$4.11K - $4.77K
|
37K
$1.53M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
80+ 0.32% |
$3.57K - $4.14K
|
24.8K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
80+ 1.53% |
$3.57K - $4.14K
|
5.31K
$220K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
75New |
$3.35K - $3.89K
|
75
$3.11K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
74New |
$3.3K - $3.83K
|
74
$3.06K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
72New |
$3.21K - $3.73K
|
72
$2.98K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
68New |
$3.03K - $3.52K
|
68
$2.82K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
68New |
$3.03K - $3.52K
|
68
$2.82K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
57New |
$2.54K - $2.95K
|
57
$2.36K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
54New |
$2.41K - $2.8K
|
54
$2.24K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
52+ 0.84% |
$2.32K - $2.69K
|
6.22K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
49+ 0.34% |
$2.19K - $2.54K
|
14.5K
$599K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
38New |
$1.7K - $1.97K
|
38
$1.57K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
35New |
$1.56K - $1.81K
|
35
$1.45K
|