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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
91New |
$3.42K - $3.68K
|
91
$3.71K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 2.02% |
$3.79K - $4.08K
|
5.09K
$208K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
78.4K+ 94.87% |
$2.94M - $3.17M
|
161K
$6.57M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.99K+ 142.04% |
$300K - $323K
|
13.6K
$556K
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
45.6KNew |
$1.71M - $1.84M
|
45.6K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14.7KNew |
$554K - $596K
|
14.7K
$602K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-6.11K- 79.38% |
$229K - $247K
|
1.59K
$64.7K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.25K- 22.39% |
$84.4K - $90.9K
|
7.79K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-48- 4.69% |
$1.8K - $1.94K
|
975
$39.8K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.41K+ 70.79% |
$166K - $178K
|
10.6K
$435K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
380+ 7.24% |
$14.3K - $15.4K
|
5.63K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34New |
$1.28K - $1.37K
|
34
$1.39K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
10KNew |
$376K - $405K
|
10K
$408K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-153- 2.19% |
$5.75K - $6.19K
|
6.83K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-6.19K- 97.71% |
$232K - $250K
|
145
$5.92K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
44+ 0.41% |
$1.65K - $1.78K
|
10.8K
$442K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
46New |
$1.73K - $1.86K
|
46
$1.88K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$376 - $404
|
10
$408
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
955+ 8.19% |
$35.9K - $38.6K
|
12.6K
$515K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
84.7KNew |
$3.18M - $3.42M
|
84.7K
$3.46M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 163.64% |
$3.38K - $3.64K
|
145
$5.92K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
59+ 1.17% |
$2.22K - $2.39K
|
5.1K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-193- 0.71% |
$7.25K - $7.8K
|
27.1K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31New |
$1.16K - $1.25K
|
31
$1.27K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-146- 13.61% |
$5.48K - $5.9K
|
927
$37.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
377+ 1047.22% |
$14.2K - $15.2K
|
413
$16.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
12+ 3.18% |
$451 - $485
|
389
$15.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
914New |
$34.3K - $37K
|
914
$37.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
94New |
$3.53K - $3.8K
|
94
$3.84K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
43+ 46.74% |
$1.61K - $1.74K
|
135
$5.51K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
22.7KNew |
$851K - $917K
|
22.7K
$925K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.69KNew |
$214K - $230K
|
5.69K
$232K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-15- 12.0% |
$563 - $606
|
110
$4.49K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
704New |
$26.4K - $28.5K
|
704
$28.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$203K - $218K
|
5.4K
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-9.58K- 62.21% |
$360K - $387K
|
5.82K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-15.5K- 7.59% |
$582K - $627K
|
189K
$7.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 26.11% |
$155K - $167K
|
11.7K
$477K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-900- 26.39% |
$33.8K - $36.4K
|
2.51K
$102K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-651- 5.89% |
$24.4K - $26.3K
|
10.4K
$425K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
128+ 1.49% |
$4.81K - $5.18K
|
8.71K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.3% |
$37.6 - $40.4
|
78
$3.18K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
28.5KNew |
$1.07M - $1.15M
|
28.5K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
61.4KNew |
$2.31M - $2.48M
|
61.4K
$2.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
15.5KNew |
$582K - $626K
|
15.5K
$632K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
6+ 0.24% |
$225 - $243
|
2.47K
$101K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-250- 1.08% |
$9.39K - $10.1K
|
23K
$938K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
35.8KNew |
$1.34M - $1.45M
|
35.8K
$1.46M
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140K- 18.86% |
$4.51M - $5.68M
|
603K
$24.6M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
207KNew |
$6.66M - $8.37M
|
207K
$8.44M
|
|