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 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-977- 2.09% |
$37.2K - $44.3K
|
45.9K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.81K- 6.49% |
$69K - $82.2K
|
26.1K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
123KNew |
$4.66M - $5.56M
|
123K
$5M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
52.9K+ 14.18% |
$2.01M - $2.4M
|
426K
$17.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
118New |
$4.49K - $5.35K
|
118
$4.82K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26K+ 226.03% |
$990K - $1.18M
|
37.5K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.5KNew |
$285K - $340K
|
7.5K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-462- 1.27% |
$17.6K - $21K
|
35.8K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.67K+ 5.06% |
$140K - $166K
|
76.2K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
47.1K+ 196.92% |
$1.79M - $2.14M
|
71K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
31.4K+ 12.13% |
$1.19M - $1.42M
|
290K
$11.8M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
58.1KNew |
$2.21M - $2.64M
|
58.1K
$2.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.11% |
$76.1 - $90.7
|
1.88K
$76.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.56% |
$342 - $408
|
1.61K
$65.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-235- 12.34% |
$8.94K - $10.7K
|
1.67K
$68.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.78KNew |
$182K - $217K
|
4.78K
$195K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.14K- 2.64% |
$119K - $142K
|
116K
$4.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.14K- 1.44% |
$43.4K - $51.7K
|
78.1K
$3.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.96K+ 10.68% |
$150K - $179K
|
41K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-532- 2.79% |
$20.2K - $24.1K
|
18.5K
$756K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-19- 0.24% |
$723 - $862
|
7.9K
$322K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8+ 0.55% |
$304 - $363
|
1.45K
$59.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-193- 58.66% |
$7.34K - $8.75K
|
136
$5.55K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.33K+ 5.42% |
$127K - $151K
|
64.7K
$2.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.56K- 67.74% |
$59.4K - $70.9K
|
744
$30.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-7.38K- 14.62% |
$281K - $335K
|
43.1K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.75K+ 4651.72% |
$257K - $306K
|
6.89K
$281K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.3K+ 47.36% |
$392K - $468K
|
32.1K
$1.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
370New |
$14.1K - $16.8K
|
370
$15.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.52K- 30.59% |
$172K - $205K
|
10.3K
$419K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-112- 0.57% |
$4.26K - $5.08K
|
19.5K
$795K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
69New |
$2.62K - $3.13K
|
69
$2.82K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.32K+ 7.25% |
$202K - $241K
|
78.7K
$3.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
94New |
$3.58K - $4.26K
|
94
$3.84K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
26.1K+ 125.58% |
$994K - $1.19M
|
46.9K
$1.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40- 22.86% |
$1.52K - $1.81K
|
135
$5.51K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
99.9KNew |
$3.8M - $4.53M
|
99.9K
$4.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
1.47K+ 5.23% |
$56K - $66.7K
|
29.6K
$1.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
105KNew |
$3.99M - $4.76M
|
105K
$4.28M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
300+ 10.15% |
$11.4K - $13.6K
|
3.26K
$133K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.61K+ 0.78% |
$137K - $164K
|
466K
$19M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-450- 2.61% |
$17.1K - $20.4K
|
16.8K
$684K
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.11K+ 10.75% |
$80.3K - $95.7K
|
21.7K
$887K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.7K+ 6.26% |
$455K - $499K
|
216K
$8.82M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-38- 19.69% |
$1.36K - $1.49K
|
155
$6.33K
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.63KNew |
$273K - $299K
|
7.63K
$311K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.13% |
$71.5 - $78.4
|
179
$7.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
12KNew |
$428K - $470K
|
12K
$489K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
193New |
$6.9K - $7.57K
|
193
$7.88K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
98.2KNew |
$3.51M - $3.85M
|
98.2K
$4.01M
|
|