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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-7.42K- 6.19% |
$291K - $323K
|
113K
$4.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-7.15K- 3.36% |
$280K - $311K
|
206K
$8.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
11.4K+ 1.8% |
$446K - $496K
|
645K
$26.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-602- 5.55% |
$23.6K - $26.2K
|
10.3K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$157 - $174
|
6.51K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-110K- 83.22% |
$4.31M - $4.79M
|
22.2K
$923K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.5K+ 7.4% |
$137K - $152K
|
50.7K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.89K+ 12.42% |
$113K - $126K
|
26.1K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.75K- 13.17% |
$108K - $120K
|
18.1K
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-178- 3.18% |
$6.97K - $7.75K
|
5.42K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-89- 0.66% |
$3.49K - $3.87K
|
13.4K
$557K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
43.2K+ 19.55% |
$1.69M - $1.88M
|
264K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-172- 0.43% |
$6.74K - $7.49K
|
40.2K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.15K- 1.92% |
$44.9K - $49.9K
|
58.5K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3K- 3.28% |
$118K - $131K
|
88.5K
$3.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
34.5K+ 10.09% |
$1.35M - $1.5M
|
376K
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15K+ 4.48% |
$588K - $653K
|
350K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-90- 1.14% |
$3.53K - $3.92K
|
7.83K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-399- 35.03% |
$15.6K - $17.4K
|
740
$30.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23New |
$901 - $1K
|
23
$956
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.8K- 14.77% |
$188K - $209K
|
27.7K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-2.1K- 19.17% |
$82.1K - $91.2K
|
8.83K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-727- 0.14% |
$28.5K - $31.6K
|
515K
$21.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
2.22K+ 19.3% |
$87.1K - $96.7K
|
13.7K
$571K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-16.1K- 12.29% |
$631K - $701K
|
115K
$4.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5New |
$196 - $218
|
5
$208
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.25K- 2.73% |
$127K - $142K
|
116K
$4.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-540- 9.05% |
$21.2K - $23.5K
|
5.43K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-8.64K- 44.22% |
$338K - $376K
|
10.9K
$453K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-19- 0.88% |
$744 - $827
|
2.13K
$88.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.95K- 49.96% |
$233K - $259K
|
5.96K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3.15K- 98.72% |
$124K - $137K
|
41
$1.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-13.5K- 8.56% |
$528K - $587K
|
144K
$5.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40New |
$1.57K - $1.74K
|
40
$1.66K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.12% |
$940 - $1.04K
|
19.8K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.65K+ 11.63% |
$64.8K - $72K
|
15.9K
$660K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
9.61K+ 36.33% |
$376K - $418K
|
36K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
36New |
$1.41K - $1.57K
|
36
$1.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-159K- 85.77% |
$6.23M - $6.92M
|
26.4K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-36.1K- 35.43% |
$1.41M - $1.57M
|
65.7K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14New |
$549 - $609
|
14
$582
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-150- 4.74% |
$5.88K - $6.53K
|
3.01K
$125K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
200+ 2.68% |
$7.84K - $8.7K
|
7.67K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13+ 0.23% |
$509 - $566
|
5.58K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.2K- 5.42% |
$164K - $183K
|
73.2K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-293K- 95.2% |
$11.5M - $12.8M
|
14.8K
$614K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
56+ 0.34% |
$2.19K - $2.44K
|
16.5K
$687K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.93K- 13.41% |
$311K - $345K
|
51.2K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-850- 4.46% |
$33.3K - $37K
|
18.2K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.66K- 63.16% |
$339K - $377K
|
5.05K
$210K
|