Latest Institutional Transactions on Select Sector Spdr Tr Real Est (XLRE)
This table provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.92K- 94.51% |
$225K - $268K
|
344
$14K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-82- 0.47% |
$3.12K - $3.72K
|
17.3K
$704K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
43.5KNew |
$1.66M - $1.97M
|
43.5K
$1.78M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-2.17K- 2.49% |
$82.4K - $98.2K
|
84.9K
$3.46M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23.9KNew |
$910K - $1.09M
|
23.9K
$976K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.6K+ 49.15% |
$98.9K - $118K
|
7.89K
$322K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
521+ 4.98% |
$19.8K - $23.6K
|
11K
$448K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
117KNew |
$4.45M - $5.3M
|
117K
$4.77M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.34KNew |
$279K - $333K
|
7.34K
$300K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
270+ 2.38% |
$10.3K - $12.2K
|
11.6K
$474K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
12.4KNew |
$471K - $561K
|
12.4K
$505K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-899- 9.69% |
$34.2K - $40.8K
|
8.38K
$342K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-50.5K- 26.6% |
$1.92M - $2.29M
|
139K
$5.69M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
245+ 158.06% |
$9.32K - $11.1K
|
400
$16.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-26.8K- 29.31% |
$1.02M - $1.21M
|
64.5K
$2.63M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$1.52K - $1.81K
|
40
$1.63K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.58K- 15.03% |
$60.2K - $71.8K
|
8.95K
$365K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-322- 6.18% |
$12.2K - $14.6K
|
4.89K
$199K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.7K- 9.21% |
$406K - $484K
|
105K
$4.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162K+ 167.43% |
$6.16M - $7.35M
|
259K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.72K+ 58.7% |
$294K - $350K
|
20.9K
$852K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-370- 2.68% |
$14.1K - $16.8K
|
13.5K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.31KNew |
$87.9K - $105K
|
2.31K
$94.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-127K- 59.99% |
$4.85M - $5.78M
|
85K
$3.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
410+ 183.04% |
$15.6K - $18.6K
|
634
$25.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.79K+ 3.51% |
$106K - $127K
|
82.3K
$3.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
117New |
$4.45K - $5.31K
|
117
$4.77K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
48+ 0.26% |
$1.83K - $2.18K
|
18.4K
$751K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.29K+ 4.21% |
$87K - $104K
|
56.6K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
165K+ 280.78% |
$6.28M - $7.49M
|
224K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.61KNew |
$175K - $209K
|
4.61K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
286+ 1.22% |
$10.9K - $13K
|
23.8K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
406+ 2.16% |
$15.4K - $18.4K
|
19.2K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$176K - $210K
|
4.62K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 4.12% |
$85.2K - $102K
|
52.1K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 2.9% |
$76.1 - $90.7
|
71
$2.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-31.4K- 6.39% |
$1.2M - $1.43M
|
460K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5K- 11.67% |
$190K - $227K
|
37.9K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
24.2K+ 161.58% |
$921K - $1.1M
|
39.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
78.1K+ 7.3% |
$2.97M - $3.54M
|
1.15M
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-24.1K- 87.0% |
$917K - $1.09M
|
3.6K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-1.5K- 2.91% |
$57.1K - $68K
|
50K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24.9K+ 50.23% |
$948K - $1.13M
|
74.5K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.6K- 11.99% |
$745K - $889K
|
144K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 12.05% |
$508K - $606K
|
124K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
218K+ 36.14% |
$8.28M - $9.87M
|
820K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-569- 5.18% |
$21.6K - $25.8K
|
10.4K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76.1K+ 159.1% |
$2.9M - $3.45M
|
124K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16.5KNew |
$627K - $748K
|
16.5K
$673K
|