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 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
81New |
$2.8K - $3.39K
|
81
$3.31K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15New |
$519 - $627
|
15
$612
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$34.6K - $41.8K
|
1K
$40.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-701- 67.21% |
$24.3K - $29.3K
|
342
$14K
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
87.7K+ 43630.85% |
$3.04M - $3.67M
|
87.9K
$3.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 26.46% |
$3.46K - $4.18K
|
278
$11.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.24K+ 5.1% |
$43.1K - $52K
|
25.7K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.01K+ 728.06% |
$35K - $42.3K
|
1.15K
$47K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.46KNew |
$50.4K - $60.9K
|
1.46K
$59.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.87KNew |
$273K - $329K
|
7.87K
$321K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
18.9KNew |
$654K - $790K
|
18.9K
$771K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.18K- 16.28% |
$75.5K - $91.2K
|
11.2K
$458K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
883+ 29.97% |
$30.6K - $36.9K
|
3.83K
$156K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-22- 34.92% |
$762 - $920
|
41
$1.67K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-2- 0.02% |
$69.2 - $83.7
|
8.52K
$348K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-34.5K- 42.25% |
$1.2M - $1.44M
|
47.2K
$1.93M
|
|
| Q4 2022 | |||||||
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
69New |
$2.33K - $2.72K
|
69
$2.82K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.82KNew |
$298K - $348K
|
8.82K
$360K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
135New |
$4.56K - $5.33K
|
135
$5.51K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.45KNew |
$184K - $215K
|
5.45K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.22K- 12.12% |
$41.1K - $48K
|
8.82K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.52K+ 23.77% |
$51.2K - $59.9K
|
7.9K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.63K+ 12.59% |
$123K - $143K
|
32.5K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
239New |
$8.07K - $9.43K
|
239
$9.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17KNew |
$575K - $672K
|
17K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
31.5KNew |
$1.06M - $1.24M
|
31.5K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
34KNew |
$1.15M - $1.34M
|
34K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.11K+ 1.44% |
$105K - $123K
|
219K
$8.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-10.3K- 7.23% |
$349K - $408K
|
133K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
83New |
$2.8K - $3.28K
|
83
$3.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
584KNew |
$19.7M - $23.1M
|
584K
$23.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.18KNew |
$276K - $323K
|
8.18K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
7.38KNew |
$249K - $291K
|
7.38K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$946 - $1.11K
|
56
$2.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8+ 7.84% |
$270 - $316
|
110
$4.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
106New |
$3.58K - $4.18K
|
106
$4.33K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-136- 1.47% |
$4.59K - $5.37K
|
9.13K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
87New |
$2.94K - $3.43K
|
87
$3.55K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
13.4K+ 7.2% |
$453K - $529K
|
200K
$8.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Tiff Advisory Services Inc
|
SELL
|
- |
-188K- 72.27% |
$6.36M - $7.44M
|
72.3K
$2.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
47.5KNew |
$1.6M - $1.87M
|
47.5K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.17KNew |
$73.3K - $85.6K
|
2.17K
$88.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.43KNew |
$217K - $254K
|
6.43K
$262K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.71KNew |
$159K - $186K
|
4.71K
$192K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-450- 75.0% |
$15.2K - $17.8K
|
150
$6.12K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-80- 1.01% |
$2.7K - $3.16K
|
7.83K
$319K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.14K- 11.62% |
$38.6K - $45.1K
|
8.68K
$354K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4- 26.67% |
$135 - $158
|
11
$449
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
52New |
$1.76K - $2.05K
|
52
$2.12K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
408New |
$13.8K - $16.1K
|
408
$16.7K
|
|