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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.94% |
$39.2 - $43.5
|
33
$1.37K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.26K- 11.37% |
$88.5K - $98.3K
|
17.6K
$731K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.52K+ 18.85% |
$98.6K - $110K
|
15.9K
$659K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.74K- 5.5% |
$225K - $250K
|
98.5K
$4.09M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.36K- 18.72% |
$53.4K - $59.4K
|
5.92K
$246K
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-876- 15.15% |
$34.3K - $38.1K
|
4.91K
$204K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.26K- 3.97% |
$88.7K - $98.5K
|
54.7K
$2.27M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$997K - $1.11M
|
25.4K
$1.06M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$198K - $219K
|
5.04K
$210K
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-5.96K- 45.82% |
$233K - $259K
|
7.05K
$293K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.33K+ 8.29% |
$91.3K - $101K
|
30.4K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
388+ 1.31% |
$15.2K - $16.9K
|
30.1K
$1.25M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.76K- 3.12% |
$226K - $251K
|
179K
$7.44M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.79K+ 2.41% |
$266K - $296K
|
289K
$12M
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.82K- 3.95% |
$189K - $210K
|
117K
$4.87M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
183K+ 20.27% |
$7.15M - $7.94M
|
1.08M
$45M
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
200+ 7.98% |
$7.84K - $8.7K
|
2.71K
$112K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16K+ 57.4% |
$627K - $697K
|
43.9K
$1.82M
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.34K- 9.02% |
$52.5K - $58.3K
|
13.5K
$561K
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-550- 56.94% |
$21.5K - $23.9K
|
416
$17.3K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.95K- 6.82% |
$76.2K - $84.6K
|
26.6K
$1.1M
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
9.1KNew |
$356K - $396K
|
9.1K
$378K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-194- 62.18% |
$7.6K - $8.44K
|
118
$4.9K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.76K- 0.29% |
$186K - $207K
|
1.62M
$67.4M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 9.88% |
$44.3K - $49.2K
|
12.6K
$523K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
7+ 0.02% |
$274 - $305
|
29.4K
$1.22M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.79K+ 32.7% |
$148K - $165K
|
15.4K
$638K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.52K+ 6.76% |
$177K - $197K
|
71.4K
$2.97M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
91New |
$3.57K - $3.96K
|
91
$3.78K
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
67.5K+ 995.68% |
$2.65M - $2.94M
|
74.3K
$3.09M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
918+ 5.67% |
$36K - $40K
|
17.1K
$711K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
23.4K+ 32.1% |
$918K - $1.02M
|
96.4K
$4.01M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$43.6K - $48.4K
|
1.11K
$46.2K
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.72K+ 12.7% |
$67.3K - $74.7K
|
15.2K
$633K
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2K+ 6.85% |
$78.2K - $86.9K
|
31.1K
$1.29M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
12.2K+ 2.74% |
$477K - $530K
|
457K
$19M
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.31K+ 3.21% |
$90.3K - $100K
|
74.2K
$3.08M
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.93KNew |
$272K - $302K
|
6.93K
$288K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.16% |
$118 - $131
|
1.86K
$77.3K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 2.67% |
$1.06M - $1.18M
|
987K
$41M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
425+ 1.06% |
$16.7K - $18.5K
|
40.5K
$1.68M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.7K+ 17.07% |
$1.67M - $1.86M
|
293K
$12.2M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.29K+ 26.01% |
$50.5K - $56.1K
|
6.25K
$259K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-42- 1.03% |
$1.65K - $1.83K
|
4.04K
$168K
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.7K- 14.18% |
$106K - $117K
|
16.3K
$678K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
73+ 0.63% |
$2.86K - $3.18K
|
11.6K
$482K
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-372- 2.21% |
$14.6K - $16.2K
|
16.5K
$684K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.91K+ 6.11% |
$74.9K - $83.2K
|
33.2K
$1.38M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-28.4K- 45.98% |
$1.11M - $1.24M
|
33.4K
$1.39M
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 2.24% |
$11.8K - $13.1K
|
13.1K
$545K
|