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 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$74.2 - $84.5
|
4
$166
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 1000.0% |
$55.6K - $63.4K
|
1.65K
$68.6K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68New |
$2.52K - $2.87K
|
68
$2.83K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-131- 12.61% |
$4.86K - $5.54K
|
908
$37.7K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-3.63K- 19.49% |
$135K - $153K
|
15K
$623K
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.19K+ 9.01% |
$81.1K - $92.4K
|
26.5K
$1.1M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.33K+ 4.42% |
$49.2K - $56K
|
31.3K
$1.3M
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.03K+ 2.67% |
$38.3K - $43.7K
|
39.7K
$1.65M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 8.58% |
$1.59K - $1.82K
|
544
$22.6K
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8.45K+ 1.78% |
$313K - $357K
|
483K
$20.1M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.32KNew |
$197K - $225K
|
5.32K
$221K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-91- 0.91% |
$3.37K - $3.85K
|
9.87K
$410K
|
|
Q1 2025 | |||||||
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
207KNew |
$8.12M - $9.02M
|
207K
$8.61M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.76K- 6.12% |
$69K - $76.6K
|
27K
$1.12M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
938+ 35.83% |
$36.8K - $40.8K
|
3.56K
$148K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.59K+ 0.92% |
$219K - $243K
|
613K
$25.5M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38K+ 590.96% |
$1.49M - $1.66M
|
44.5K
$1.85M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.93K+ 14.86% |
$350K - $389K
|
69K
$2.87M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.15K- 2.61% |
$123K - $137K
|
117K
$4.88M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
88New |
$3.45K - $3.83K
|
88
$3.66K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
288+ 1.88% |
$11.3K - $12.5K
|
15.6K
$649K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.5K- 44.4% |
$489K - $543K
|
15.6K
$650K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
475K+ 95.62% |
$18.6M - $20.7M
|
971K
$40.4M
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 71.43% |
$1.57K - $1.74K
|
16
$665
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89+ 404.55% |
$3.49K - $3.87K
|
111
$4.61K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.67K- 53.99% |
$300K - $334K
|
6.53K
$271K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.18K- 6.41% |
$46.1K - $51.2K
|
17.2K
$714K
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-435- 1.14% |
$17K - $18.9K
|
37.8K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-147K- 36.71% |
$5.77M - $6.41M
|
254K
$10.5M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 32.08% |
$1.28M - $1.42M
|
135K
$5.59M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 4.05% |
$118 - $131
|
77
$3.2K
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-35K- 62.65% |
$1.37M - $1.52M
|
20.9K
$867K
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-24.4K- 4.99% |
$956K - $1.06M
|
465K
$19.3M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.01% |
$39.2 - $43.5
|
8.36K
$347K
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-14.4K- 10.36% |
$563K - $626K
|
124K
$5.17M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.09K- 6.76% |
$239K - $265K
|
84K
$3.49M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.3K+ 311.28% |
$951K - $1.06M
|
32.1K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
144K+ 87.98% |
$5.66M - $6.29M
|
309K
$12.8M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.18KNew |
$46.3K - $51.4K
|
1.18K
$49.1K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.9K- 21.98% |
$662K - $735K
|
59.9K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 39.7% |
$148K - $164K
|
5.72K
$238K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11K+ 26.32% |
$432K - $480K
|
52.9K
$2.2M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.6K- 22.99% |
$884K - $982K
|
75.6K
$3.14M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-125K- 67.46% |
$4.89M - $5.43M
|
60.2K
$2.5M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.14K- 6.95% |
$162K - $180K
|
55.4K
$2.3M
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.49% |
$118 - $131
|
613
$25.5K
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-1.8K- 0.92% |
$70.5K - $78.3K
|
194K
$8.07M
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-821- 0.7% |
$32.2K - $35.7K
|
116K
$4.83M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.65K- 6.3% |
$261K - $290K
|
99K
$4.11M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
85.8KNew |
$3.36M - $3.74M
|
85.8K
$3.57M
|