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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.23KNew |
$209K - $236K
|
5.23K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.14K+ 25.96% |
$126K - $142K
|
15.2K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.42% |
$40.1 - $45.2
|
237
$9.85K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
52+ 0.87% |
$2.08K - $2.35K
|
6.01K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
518+ 10.62% |
$20.8K - $23.4K
|
5.4K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.21KNew |
$209K - $235K
|
5.21K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
256+ 2.94% |
$10.3K - $11.6K
|
8.97K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
647New |
$25.9K - $29.3K
|
647
$26.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-687- 5.69% |
$27.5K - $31.1K
|
11.4K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.21KNew |
$209K - $235K
|
5.21K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-61- 7.83% |
$2.44K - $2.76K
|
718
$29.8K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.43K+ 8.67% |
$57.3K - $64.7K
|
17.9K
$745K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
86New |
$3.45K - $3.89K
|
86
$3.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-675- 1.64% |
$27K - $30.5K
|
40.5K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.14KNew |
$85.6K - $96.6K
|
2.14K
$88.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.52K- 41.29% |
$221K - $249K
|
7.85K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.6KNew |
$64.3K - $72.5K
|
1.6K
$66.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$401 - $452
|
7.74K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 14.94% |
$61.9K - $69.8K
|
11.9K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18New |
$721 - $814
|
18
$748
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.93KNew |
$278K - $313K
|
6.93K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-16K- 3.91% |
$641K - $723K
|
393K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-337- 25.55% |
$13.5K - $15.2K
|
982
$40.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.18K+ 1.96% |
$47.1K - $53.1K
|
61.1K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
122KNew |
$4.88M - $5.51M
|
122K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.16K+ 110.08% |
$247K - $278K
|
11.8K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-374- 3.23% |
$15K - $16.9K
|
11.2K
$466K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
5.2KNew |
$208K - $235K
|
5.2K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-14- 0.27% |
$561 - $633
|
5.14K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
7.91K+ 13.62% |
$317K - $358K
|
66K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-56- 1.01% |
$2.24K - $2.53K
|
5.5K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.75KNew |
$230K - $260K
|
5.75K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.3KNew |
$455K - $513K
|
11.3K
$472K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.99% |
$240 - $271
|
610
$25.3K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-55- 83.33% |
$2.2K - $2.49K
|
11
$457
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
56.7KNew |
$2.27M - $2.56M
|
56.7K
$2.35M
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-208- 13.57% |
$7.91K - $9.43K
|
1.33K
$55.1K
|
|
|
May 07, 2025
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
165K+ 280.78% |
$6.28M - $7.49M
|
224K
$9.3M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 2.94% |
$76.1 - $90.7
|
66
$2.74K
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-40KClosed |
$1.52M - $1.81M
|
0
$0
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.92K- 94.51% |
$225K - $268K
|
344
$14.3K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23.9KNew |
$910K - $1.09M
|
23.9K
$994K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
270+ 2.38% |
$10.3K - $12.2K
|
11.6K
$482K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
12.4KNew |
$471K - $561K
|
12.4K
$514K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-50.5K- 26.6% |
$1.92M - $2.29M
|
139K
$5.79M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$1.52K - $1.81K
|
40
$1.66K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-322- 6.18% |
$12.2K - $14.6K
|
4.89K
$203K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.72K+ 58.7% |
$294K - $350K
|
20.9K
$867K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.31KNew |
$87.9K - $105K
|
2.31K
$96K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.61KNew |
$175K - $209K
|
4.61K
$191K
|
|