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, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.4KNew |
$174K - $219K
|
5.4K
$225K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.84KNew |
$59.1K - $74.3K
|
1.84K
$76.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 25.2% |
$389K - $489K
|
60K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
105KNew |
$3.37M - $4.24M
|
105K
$4.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
292K+ 2562.5% |
$9.39M - $11.8M
|
303K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.52K+ 73.43% |
$306K - $386K
|
22.5K
$934K
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
659KNew |
$21.2M - $26.7M
|
659K
$27.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
281+ 0.5% |
$9.05K - $11.4K
|
56K
$2.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
132KNew |
$4.26M - $5.36M
|
132K
$5.5M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
48.9KNew |
$1.57M - $1.98M
|
48.9K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.17KNew |
$167K - $210K
|
5.17K
$215K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
6.13K+ 80.97% |
$197K - $248K
|
13.7K
$569K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
502New |
$16.2K - $20.3K
|
502
$20.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
196+ 2.15% |
$6.31K - $7.94K
|
9.29K
$386K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.75% |
$32.2 - $40.5
|
134
$5.57K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.01KNew |
$32.4K - $40.7K
|
1.01K
$41.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.7K+ 214.59% |
$408K - $513K
|
18.6K
$771K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21.3K- 59.02% |
$687K - $864K
|
14.8K
$616K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.49KNew |
$177K - $222K
|
5.49K
$228K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 3.33% |
$33.6 - $39
|
31
$1.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
23.4K+ 162.08% |
$785K - $910K
|
37.8K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
12.6KNew |
$424K - $492K
|
12.6K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135New |
$4.54K - $5.26K
|
135
$5.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$33.6 - $39
|
1
$41.6
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.93K- 35.37% |
$132K - $153K
|
7.19K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
163+ 2.78% |
$5.48K - $6.35K
|
6.03K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50+ 3.86% |
$1.68K - $1.95K
|
1.34K
$55.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.75% |
$33.6 - $39
|
135
$5.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.77K- 49.55% |
$227K - $264K
|
6.89K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
49.6KNew |
$1.67M - $1.93M
|
49.6K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
416New |
$14K - $16.2K
|
416
$17.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.31K- 30.99% |
$44.1K - $51.2K
|
2.92K
$121K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.45K- 5.36% |
$48.8K - $56.5K
|
25.6K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.6KNew |
$222K - $257K
|
6.6K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
139+ 1.49% |
$4.67K - $5.42K
|
9.45K
$393K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
62New |
$2.08K - $2.42K
|
62
$2.58K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$363K - $421K
|
10.8K
$449K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-329- 3.51% |
$11.1K - $12.8K
|
9.05K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.18K+ 20.41% |
$39.6K - $45.9K
|
6.95K
$289K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.6K+ 26.13% |
$458K - $532K
|
65.9K
$2.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-10.2K- 49.34% |
$344K - $399K
|
10.5K
$437K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-532- 4.93% |
$17.9K - $20.7K
|
10.3K
$427K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.12% |
$33.6 - $39
|
90
$3.74K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
91New |
$3.06K - $3.55K
|
91
$3.78K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.7KNew |
$360K - $417K
|
10.7K
$445K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
152KNew |
$5.12M - $5.94M
|
152K
$6.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
33K+ 29.73% |
$1.11M - $1.29M
|
144K
$5.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35New |
$1.18K - $1.36K
|
35
$1.45K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
23+ 0.21% |
$773 - $896
|
10.9K
$453K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
308New |
$10.3K - $12K
|
308
$12.8K
|
|