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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
42.9KNew |
$1.53M - $1.68M
|
42.9K
$1.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-15- 5.45% |
$536 - $588
|
260
$10.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
59.2KNew |
$2.11M - $2.32M
|
59.2K
$2.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-997- 2.04% |
$35.6K - $39.1K
|
47.9K
$1.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-936- 12.69% |
$33.4K - $36.7K
|
6.44K
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
72New |
$2.57K - $2.82K
|
72
$2.94K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
180+ 1.42% |
$6.43K - $7.06K
|
12.9K
$525K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
189New |
$6.75K - $7.41K
|
189
$7.71K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-15- 3.01% |
$536 - $588
|
484
$19.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
380+ 5.84% |
$13.6K - $14.9K
|
6.89K
$281K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
270+ 5.11% |
$9.65K - $10.6K
|
5.56K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-162- 1.41% |
$5.79K - $6.35K
|
11.3K
$461K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.2KNew |
$686K - $752K
|
19.2K
$783K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$929 - $1.02K
|
26
$1.06K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
111+ 0.42% |
$3.97K - $4.35K
|
26.8K
$1.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
224New |
$8K - $8.78K
|
224
$9.14K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
122K+ 251.26% |
$4.37M - $4.8M
|
171K
$6.99M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-167- 75.23% |
$5.97K - $6.55K
|
55
$2.24K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.84K+ 15.17% |
$102K - $111K
|
21.6K
$881K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-553- 6.11% |
$19.8K - $21.7K
|
8.5K
$347K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-68- 27.98% |
$2.55K - $2.75K
|
175
$7.14K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
82New |
$3.08K - $3.32K
|
82
$3.35K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 4.71% |
$864 - $930
|
511
$20.9K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-14.1K- 72.0% |
$529K - $570K
|
5.48K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.77KNew |
$66.5K - $71.6K
|
1.77K
$72.3K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
94.7KNew |
$3.56M - $3.83M
|
94.7K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
86.8K+ 929.57% |
$3.26M - $3.51M
|
96.2K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-15.7K- 72.5% |
$589K - $634K
|
5.95K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16- 84.21% |
$601 - $647
|
3
$122
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.45KNew |
$92K - $99.1K
|
2.45K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
100KNew |
$3.75M - $4.04M
|
100K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-125- 5.53% |
$4.69K - $5.05K
|
2.13K
$87.1K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-2.2K- 22.68% |
$82.6K - $88.9K
|
7.5K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-102- 1.04% |
$3.83K - $4.12K
|
9.71K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.73KNew |
$65.1K - $70.1K
|
1.73K
$70.7K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.65K- 17.96% |
$61.9K - $66.6K
|
7.53K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
367New |
$13.8K - $14.8K
|
367
$15K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.99K- 2.45% |
$150K - $161K
|
159K
$6.48M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6- 0.66% |
$225 - $243
|
907
$37K
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-351K- 16.73% |
$13.2M - $14.2M
|
1.74M
$71.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
97.5K+ 22.87% |
$3.66M - $3.94M
|
524K
$21.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.7K+ 96.13% |
$1.94M - $2.09M
|
105K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
846New |
$31.8K - $34.2K
|
846
$34.5K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.75KNew |
$103K - $111K
|
2.75K
$112K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-43.2K- 36.74% |
$1.62M - $1.75M
|
74.4K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.25KNew |
$234K - $252K
|
6.25K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.6KNew |
$661K - $712K
|
17.6K
$718K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
658+ 1778.38% |
$24.7K - $26.6K
|
695
$28.4K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
16.2KNew |
$610K - $657K
|
16.2K
$663K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|