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 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.74K+ 21.0% |
$58.8K - $68.7K
|
10K
$409K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.52KNew |
$186K - $218K
|
5.52K
$225K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-67.2K- 92.0% |
$2.27M - $2.65M
|
5.84K
$238K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$15.2K - $17.8K
|
450
$18.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
141KNew |
$4.78M - $5.58M
|
141K
$5.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10Closed |
$338 - $395
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-34.8K- 85.6% |
$1.18M - $1.37M
|
5.86K
$239K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 1.29% |
$101 - $118
|
235
$9.59K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.81KNew |
$61.2K - $71.6K
|
1.81K
$74K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
550KNew |
$18.6M - $21.7M
|
550K
$22.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
9.94KNew |
$336K - $392K
|
9.94K
$405K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
125New |
$4.22K - $4.93K
|
125
$5.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8New |
$270 - $316
|
8
$326
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140+ 56.91% |
$4.73K - $5.53K
|
386
$15.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-3.03K- 13.88% |
$102K - $120K
|
18.8K
$768K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33New |
$1.11K - $1.3K
|
33
$1.35K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.38K - $3.95K
|
100
$4.08K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-6.12K- 6.6% |
$207K - $242K
|
86.6K
$3.53M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
974New |
$32.9K - $38.4K
|
974
$39.7K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-10.7KClosed |
$361K - $422K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-178Closed |
$6.34K - $8.14K
|
0
$0
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-19Closed |
$677 - $869
|
0
$0
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-778- 9.14% |
$27.7K - $35.6K
|
7.73K
$316K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-104- 2.36% |
$3.71K - $4.76K
|
4.3K
$175K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$3.56K - $4.57K
|
100
$4.08K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-181K- 86.29% |
$6.46M - $8.3M
|
28.8K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.67K+ 19.11% |
$59.4K - $76.3K
|
10.4K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-22.3K- 79.48% |
$795K - $1.02M
|
5.76K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.67% |
$71.3 - $91.5
|
300
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
36+ 0.89% |
$1.28K - $1.65K
|
4.09K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25.4KClosed |
$906K - $1.16M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
16KNew |
$570K - $732K
|
16K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
5.79KNew |
$206K - $265K
|
5.79K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.66KNew |
$273K - $350K
|
7.66K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.52K- 18.04% |
$339K - $436K
|
43.3K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.45K- 13.73% |
$158K - $203K
|
27.9K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
401+ 2.48% |
$14.3K - $18.3K
|
16.6K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-330- 88.24% |
$11.8K - $15.1K
|
44
$1.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
83+ 0.67% |
$2.96K - $3.8K
|
12.5K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.07K+ 15.02% |
$38K - $48.8K
|
8.16K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-22- 20.37% |
$784 - $1.01K
|
86
$3.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
278KNew |
$9.89M - $12.7M
|
278K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.41K- 12.54% |
$85.9K - $110K
|
16.8K
$686K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
368+ 1.69% |
$13.1K - $16.8K
|
22.2K
$906K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.36K+ 2.34% |
$84.2K - $108K
|
103K
$4.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
52+ 0.01% |
$1.85K - $2.38K
|
491K
$20.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-92.2K- 18.21% |
$3.29M - $4.22M
|
414K
$16.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-49.5K- 88.36% |
$1.76M - $2.27M
|
6.53K
$266K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.07K- 22.93% |
$73.7K - $94.6K
|
6.96K
$284K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-3.07KClosed |
$109K - $140K
|
0
$0
|
|