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 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-136- 1.32% |
$5.17K - $6.17K
|
10.2K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-14.3K- 12.62% |
$545K - $650K
|
99.1K
$4.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.77KNew |
$143K - $171K
|
3.77K
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-204- 1.5% |
$7.76K - $9.25K
|
13.4K
$545K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 20.58% |
$42.6K - $50.8K
|
6.56K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.5K- 2.05% |
$95.2K - $114K
|
119K
$4.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
864+ 3.04% |
$32.9K - $39.2K
|
29.2K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
179+ 4.59% |
$6.81K - $8.12K
|
4.08K
$166K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
13+ 0.02% |
$495 - $590
|
57.2K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
106KNew |
$4.05M - $4.83M
|
106K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.58K+ 32.58% |
$288K - $344K
|
30.8K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27.4KNew |
$1.04M - $1.24M
|
27.4K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
319+ 3.62% |
$12.1K - $14.5K
|
9.13K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-193- 0.62% |
$7.34K - $8.75K
|
30.9K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.14% |
$114 - $136
|
2.16K
$88.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.16K+ 2.78% |
$44K - $52.5K
|
42.8K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
10.5KNew |
$401K - $478K
|
10.5K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.01K- 10.84% |
$38.4K - $45.8K
|
8.31K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$916K - $1.09M
|
24.1K
$983K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.94K+ 13.86% |
$112K - $133K
|
24.2K
$986K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4.18K+ 34.63% |
$159K - $190K
|
16.3K
$664K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.1KNew |
$460K - $548K
|
12.1K
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 49.37% |
$383K - $457K
|
10.3K
$422K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
879+ 3.03% |
$33.4K - $39.9K
|
29.9K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-38.7K- 20.77% |
$1.47M - $1.76M
|
148K
$6.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.75M+ 6.39% |
$66.6M - $79.4M
|
29.1M
$1.19B
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.69KNew |
$330K - $394K
|
8.69K
$354K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6.45K+ 17.26% |
$245K - $292K
|
43.8K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
885+ 6.37% |
$33.7K - $40.1K
|
14.8K
$603K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
64KNew |
$2.44M - $2.9M
|
64K
$2.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
604New |
$23K - $27.4K
|
604
$24.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.89KNew |
$110K - $131K
|
2.89K
$118K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
962+ 69.66% |
$36.6K - $43.6K
|
2.34K
$95.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
301New |
$11.5K - $13.7K
|
301
$12.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$177K - $211K
|
4.66K
$190K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.54K+ 2.76% |
$58.5K - $69.8K
|
57.3K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-699- 11.09% |
$26.6K - $31.7K
|
5.6K
$229K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
338New |
$12.9K - $15.3K
|
338
$13.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
506+ 63.73% |
$19.2K - $23K
|
1.3K
$53.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
401+ 3.76% |
$15.3K - $18.2K
|
11.1K
$452K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-31.6K- 4.72% |
$1.2M - $1.43M
|
637K
$26M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.22K- 8.5% |
$46.2K - $55.1K
|
13.1K
$534K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.89K+ 6.46% |
$262K - $312K
|
114K
$4.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-250- 4.74% |
$9.51K - $11.3K
|
5.03K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.31K- 7.51% |
$87.7K - $105K
|
28.4K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 57.73% |
$2.13K - $2.54K
|
41
$1.67K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
7.71K+ 2.25% |
$293K - $350K
|
350K
$14.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
114KNew |
$4.32M - $5.15M
|
114K
$4.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7.74K+ 180.89% |
$295K - $351K
|
12K
$491K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
648+ 1.77% |
$24.6K - $29.4K
|
37.2K
$1.52M
|