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 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-805- 10.62% |
$31.5K - $35K
|
6.78K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.34K+ 18.67% |
$52.4K - $58.2K
|
8.5K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.2K- 40.37% |
$675K - $750K
|
25.5K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-83- 0.32% |
$3.25K - $3.61K
|
25.7K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-24- 6.69% |
$940 - $1.04K
|
335
$13.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.6K- 18.92% |
$1.94M - $2.16M
|
213K
$8.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
220K+ 483.3% |
$8.62M - $9.57M
|
265K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 20.35% |
$897K - $997K
|
135K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.43K+ 19.74% |
$95.1K - $106K
|
14.7K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
82New |
$3.21K - $3.57K
|
82
$3.41K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-59.4K- 62.26% |
$2.33M - $2.58M
|
36K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
672+ 76.45% |
$26.3K - $29.2K
|
1.55K
$64.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-11.2K- 2.59% |
$438K - $487K
|
420K
$17.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-34.3K- 25.26% |
$1.34M - $1.49M
|
101K
$4.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-577- 0.53% |
$22.6K - $25.1K
|
109K
$4.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
362+ 2.03% |
$14.2K - $15.8K
|
18.2K
$755K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.19K- 2.55% |
$46.4K - $51.6K
|
45.2K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.62K+ 24.08% |
$63.4K - $70.4K
|
8.33K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.45K+ 7.53% |
$56.6K - $62.9K
|
20.6K
$858K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
232New |
$9.09K - $10.1K
|
232
$9.64K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.11K+ 25.76% |
$240K - $266K
|
29.8K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$68.6K - $76.2K
|
1.75K
$72.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.02K- 8.65% |
$39.9K - $44.3K
|
10.8K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.66% |
$2.31K - $2.57K
|
8.85K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
139K+ 31.01% |
$5.44M - $6.04M
|
587K
$24.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
32.9KNew |
$1.29M - $1.43M
|
32.9K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
436+ 6.01% |
$17.1K - $19K
|
7.69K
$320K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
28+ 93.33% |
$1.1K - $1.22K
|
58
$2.41K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.56K- 87.68% |
$139K - $155K
|
500
$20.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.38% |
$313 - $348
|
2.09K
$87K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.1K- 44.43% |
$435K - $483K
|
13.9K
$577K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.49% |
$39.2 - $43.5
|
204
$8.48K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.28K- 5.29% |
$50.3K - $55.9K
|
23K
$956K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.6K- 8.25% |
$495K - $550K
|
140K
$5.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
215+ 0.37% |
$8.42K - $9.36K
|
58.5K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.34K- 3.12% |
$52.3K - $58.1K
|
41.5K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
996+ 14.51% |
$39K - $43.3K
|
7.86K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-16.3K- 61.77% |
$637K - $708K
|
10.1K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-68- 0.21% |
$2.66K - $2.96K
|
31.8K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-16- 4.11% |
$627 - $696
|
373
$15.5K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
205+ 2.55% |
$8.03K - $8.92K
|
8.25K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.75K+ 9.69% |
$147K - $163K
|
42.5K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-481- 0.77% |
$18.8K - $20.9K
|
62.4K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-92.9K- 84.91% |
$3.64M - $4.04M
|
16.5K
$686K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
927+ 307.97% |
$36.3K - $40.3K
|
1.23K
$51K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16.8K- 52.59% |
$658K - $731K
|
15.1K
$629K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-67- 0.09% |
$2.63K - $2.92K
|
74.3K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-249- 1.73% |
$9.76K - $10.8K
|
14.1K
$587K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
13New |
$509 - $566
|
13
$540
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.35K+ 4.99% |
$171K - $189K
|
91.5K
$3.8M
|