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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
597+ 3.17% |
$21.3K - $27.3K
|
19.4K
$792K
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-2.88K- 32.01% |
$102K - $132K
|
6.11K
$249K
|
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3.3K+ 3.62% |
$118K - $151K
|
94.4K
$3.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
29New |
$1.03K - $1.33K
|
29
$1.18K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
62.5KNew |
$2.23M - $2.86M
|
62.5K
$2.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
62+ 0.93% |
$2.21K - $2.84K
|
6.72K
$274K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
55New |
$1.96K - $2.52K
|
55
$2.24K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
116New |
$4.13K - $5.31K
|
116
$4.73K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-437- 6.27% |
$15.6K - $20K
|
6.53K
$267K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
24.3K+ 31.84% |
$865K - $1.11M
|
101K
$4.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
99New |
$3.53K - $4.53K
|
99
$4.04K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
$7.13K - $9.15K
|
200
$8.16K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-77- 11.18% |
$2.74K - $3.52K
|
612
$25K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
458+ 6.95% |
$16.3K - $20.9K
|
7.05K
$288K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
178New |
$6.34K - $8.14K
|
178
$7.26K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
500+ 2.03% |
$17.8K - $22.9K
|
25.2K
$1.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-3.18K- 22.84% |
$113K - $145K
|
10.7K
$438K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.78K- 37.72% |
$135K - $173K
|
6.23K
$254K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
174+ 1.0% |
$6.2K - $7.96K
|
17.6K
$719K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
2.75K+ 7.93% |
$97.8K - $126K
|
37.4K
$1.53M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.49K+ 64.05% |
$196K - $251K
|
14.1K
$574K
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
109+ 0.22% |
$3.88K - $4.99K
|
50.2K
$2.05M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
141New |
$5.02K - $6.45K
|
141
$5.75K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-82- 17.63% |
$2.92K - $3.75K
|
383
$15.6K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.63K+ 197.4% |
$374K - $487K
|
14.5K
$592K
|
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-63.1KClosed |
$2.45M - $3.19M
|
0
$0
|
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-82.4KClosed |
$3.2M - $4.17M
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-13KClosed |
$505K - $658K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.02K- 1.14% |
$39.7K - $51.7K
|
88.9K
$3.63M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29New |
$1.13K - $1.47K
|
29
$1.18K
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-38.2KClosed |
$1.48M - $1.93M
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.91KClosed |
$191K - $248K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-145Closed |
$5.63K - $7.34K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-249- 55.46% |
$9.67K - $12.6K
|
200
$8.16K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.5KNew |
$407K - $530K
|
10.5K
$428K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
357+ 5.58% |
$13.9K - $18.1K
|
6.75K
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-18Closed |
$699 - $911
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-4.64KClosed |
$180K - $235K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.03K- 14.46% |
$40K - $52.1K
|
6.09K
$248K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-436KClosed |
$16.9M - $22.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.83KNew |
$265K - $346K
|
6.83K
$279K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.18KClosed |
$45.9K - $59.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
715+ 3575.0% |
$27.8K - $36.2K
|
735
$30K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.7KClosed |
$299K - $389K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
30.6KNew |
$1.19M - $1.55M
|
30.6K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-171Closed |
$6.64K - $8.65K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.37KClosed |
$170K - $221K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
104KNew |
$4.03M - $5.25M
|
104K
$4.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26.7KNew |
$1.04M - $1.35M
|
26.7K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-116KClosed |
$4.51M - $5.87M
|
0
$0
|
|