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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.7KNew |
$549K - $620K
|
13.7K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 34.52% |
$76.6K - $86.5K
|
7.45K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-322- 1.54% |
$12.9K - $14.6K
|
20.5K
$850K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
5.13KNew |
$206K - $232K
|
5.13K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.2K+ 7.3% |
$848K - $957K
|
311K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.09K- 2.68% |
$204K - $230K
|
185K
$7.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-450- 46.15% |
$18K - $20.3K
|
525
$21.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-99- 0.9% |
$3.97K - $4.48K
|
10.9K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
178KNew |
$7.14M - $8.06M
|
178K
$7.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
61+ 1.07% |
$2.44K - $2.76K
|
5.78K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
632New |
$25.3K - $28.6K
|
632
$26.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-839K- 33.65% |
$33.6M - $37.9M
|
1.65M
$68.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.49K+ 13.38% |
$140K - $158K
|
29.6K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-865- 3.12% |
$34.7K - $39.1K
|
26.9K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-468- 0.39% |
$18.7K - $21.2K
|
119K
$4.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20.6K- 64.25% |
$824K - $930K
|
11.5K
$474K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
44.9KNew |
$1.8M - $2.03M
|
44.9K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
130K+ 241.07% |
$5.2M - $5.87M
|
184K
$7.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
62.3K+ 2.08% |
$2.5M - $2.82M
|
3.05M
$126M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.35K+ 3.63% |
$94K - $106K
|
67K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.81KNew |
$273K - $308K
|
6.81K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.81K+ 22.93% |
$353K - $398K
|
47.2K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-171- 2.97% |
$6.85K - $7.73K
|
5.59K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.79K- 12.32% |
$112K - $126K
|
19.9K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.38K- 4.22% |
$55.2K - $62.3K
|
31.3K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.49KNew |
$220K - $248K
|
5.49K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.77K- 13.5% |
$191K - $216K
|
30.6K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.56K+ 3.74% |
$142K - $161K
|
98.6K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
14.2KNew |
$567K - $640K
|
14.2K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-13.9K- 11.86% |
$556K - $627K
|
103K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.05M- 93.53% |
$42.3M - $47.7M
|
73K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27.4K+ 148.67% |
$1.1M - $1.24M
|
45.8K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-833- 4.46% |
$33.4K - $37.7K
|
17.8K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.1K+ 6.14% |
$44K - $49.7K
|
19K
$787K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-122K- 45.78% |
$4.9M - $5.53M
|
145K
$6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.9K+ 7.77% |
$638K - $720K
|
221K
$9.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1K+ 17.29% |
$444K - $501K
|
75.1K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.72K+ 61.41% |
$309K - $349K
|
20.3K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
300+ 2.55% |
$12K - $13.6K
|
12.1K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
888New |
$35.6K - $40.1K
|
888
$36.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.5K+ 299.63% |
$1.14M - $1.29M
|
38.1K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.9KNew |
$516K - $583K
|
12.9K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-81.3K- 32.72% |
$3.26M - $3.68M
|
167K
$6.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-347- 0.8% |
$13.9K - $15.7K
|
42.8K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
43+ 0.49% |
$1.72K - $1.94K
|
8.76K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
27.5KNew |
$1.1M - $1.24M
|
27.5K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.64K- 2.15% |
$106K - $119K
|
120K
$4.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 1.5% |
$120 - $136
|
203
$8.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.98K+ 4.62% |
$120K - $135K
|
67.6K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.64K- 2.7% |
$146K - $164K
|
131K
$5.43M
|