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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-266- 0.99% |
$10.1K - $12.1K
|
26.7K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
528New |
$20.1K - $24K
|
528
$21.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 3.03% |
$22.8K - $27.2K
|
19.2K
$783K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.95K+ 16.45% |
$74.1K - $88.4K
|
13.8K
$563K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
201+ 4.6% |
$7.65K - $9.12K
|
4.57K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
27KNew |
$1.03M - $1.22M
|
27K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-236K- 86.38% |
$8.99M - $10.7M
|
37.3K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31K+ 12.06% |
$87.9K - $105K
|
21.5K
$876K
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-5.87K- 1.16% |
$223K - $266K
|
499K
$20.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
123K+ 1104.43% |
$4.68M - $5.58M
|
134K
$5.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.75K- 10.08% |
$66.5K - $79.3K
|
15.6K
$637K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 15.78% |
$101K - $121K
|
19.6K
$799K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.71KNew |
$217K - $259K
|
5.71K
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-146K- 66.75% |
$5.54M - $6.61M
|
72.6K
$2.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.1K+ 200.59% |
$156K - $186K
|
6.14K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$114 - $136
|
4.75K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.7KNew |
$713K - $850K
|
18.7K
$765K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
59New |
$2.24K - $2.68K
|
59
$2.41K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-30- 24.0% |
$1.14K - $1.36K
|
95
$3.88K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.53K- 23.05% |
$210K - $251K
|
18.5K
$753K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.02K+ 0.36% |
$38.8K - $46.3K
|
285K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.45K- 0.85% |
$93.1K - $111K
|
287K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.49K- 0.54% |
$56.8K - $67.8K
|
276K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
1.74K+ 7.26% |
$66.3K - $79.1K
|
25.8K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-494- 3.53% |
$18.8K - $22.4K
|
13.5K
$551K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
149K+ 45.26% |
$5.67M - $6.76M
|
478K
$19.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-55- 4.02% |
$2.09K - $2.49K
|
1.31K
$53.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
154+ 2.53% |
$5.86K - $6.99K
|
6.25K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
388+ 2.22% |
$14.8K - $17.6K
|
17.9K
$731K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-754- 12.77% |
$28.7K - $34.2K
|
5.15K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
145K+ 139.8% |
$5.51M - $6.57M
|
249K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-316- 1.65% |
$12K - $14.3K
|
18.9K
$770K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6.2K- 5.26% |
$236K - $281K
|
112K
$4.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.8K+ 93.72% |
$411K - $491K
|
22.4K
$912K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 13.67% |
$56.9K - $67.9K
|
9.45K
$385K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 64.71% |
$418 - $499
|
6
$245
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-743- 7.07% |
$28.3K - $33.7K
|
9.76K
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
208New |
$7.91K - $9.43K
|
208
$8.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-38- 0.37% |
$1.45K - $1.72K
|
10.3K
$422K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
150+ 11.05% |
$5.71K - $6.8K
|
1.51K
$61.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.06K- 15.64% |
$40.4K - $48.1K
|
5.72K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
234+ 1063.64% |
$8.9K - $10.6K
|
256
$10.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-317- 1.46% |
$12.1K - $14.4K
|
21.4K
$873K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
600New |
$22.8K - $27.2K
|
600
$24.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-455K- 94.98% |
$17.3M - $20.6M
|
24K
$981K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
6.22K+ 48.62% |
$237K - $282K
|
19K
$776K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.76K- 69.31% |
$66.9K - $79.8K
|
779
$31.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
267KNew |
$10.2M - $12.1M
|
267K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-151K- 90.73% |
$5.73M - $6.83M
|
15.4K
$628K
|
|
|
Oct 21, 2024
Q3 2024
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-11.7K- 16.93% |
$443K - $529K
|
57.2K
$2.33M
|