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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-48K- 17.27% |
$1.61M - $1.87M
|
230K
$9.56M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.24K- 19.83% |
$109K - $126K
|
13.1K
$544K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12.1K- 15.88% |
$407K - $471K
|
64.1K
$2.66M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-250- 23.79% |
$8.4K - $9.74K
|
801
$33.3K
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-823- 9.87% |
$27.7K - $32.1K
|
7.51K
$312K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.54KNew |
$287K - $333K
|
8.54K
$355K
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.76K- 20.03% |
$126K - $147K
|
15K
$624K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
11.9KNew |
$401K - $465K
|
11.9K
$495K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
65New |
$2.18K - $2.53K
|
65
$2.7K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
653New |
$21.9K - $25.4K
|
653
$27.1K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 36.84% |
$5.88K - $6.82K
|
300
$12.5K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
24New |
$806 - $935
|
24
$997
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$101 - $117
|
3
$125
|
|
Q2 2023 | |||||||
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
390+ 1054.05% |
$13.7K - $14.7K
|
427
$17.7K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-221- 72.94% |
$7.78K - $8.34K
|
82
$3.41K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
30KNew |
$1.06M - $1.13M
|
30K
$1.25M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-63.9K- 45.03% |
$2.25M - $2.41M
|
78K
$3.24M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
50New |
$1.76K - $1.89K
|
50
$2.08K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.5KNew |
$299K - $321K
|
8.5K
$353K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
138New |
$4.86K - $5.21K
|
138
$5.73K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4.46K- 98.26% |
$157K - $168K
|
79
$3.28K
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
33.3KNew |
$1.17M - $1.26M
|
33.3K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
133KNew |
$4.69M - $5.03M
|
133K
$5.54M
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5.2KNew |
$183K - $196K
|
5.2K
$216K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
84New |
$2.96K - $3.17K
|
84
$3.49K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
101New |
$3.56K - $3.81K
|
101
$4.2K
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
19.7KNew |
$694K - $744K
|
19.7K
$819K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
54New |
$1.9K - $2.04K
|
54
$2.24K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-364- 79.13% |
$12.8K - $13.7K
|
96
$3.99K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-69- 3.26% |
$2.43K - $2.6K
|
2.05K
$85.1K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-806- 1.31% |
$28.4K - $30.4K
|
60.7K
$2.52M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.02K- 62.01% |
$35.9K - $38.5K
|
625
$26K
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-268- 3.7% |
$9.44K - $10.1K
|
6.97K
$290K
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.02K- 9.79% |
$35.8K - $38.4K
|
9.37K
$389K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
5.39KNew |
$190K - $204K
|
5.39K
$224K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.35K+ 82.3% |
$329K - $353K
|
20.7K
$861K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
764+ 12.59% |
$26.9K - $28.8K
|
6.83K
$284K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 5.04% |
$246 - $264
|
146
$6.07K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-64- 41.29% |
$2.25K - $2.42K
|
91
$3.78K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.97K- 20.3% |
$245K - $263K
|
27.4K
$1.14M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$352 - $378
|
10
$416
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-32- 25.4% |
$1.13K - $1.21K
|
94
$3.91K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
75New |
$2.64K - $2.83K
|
75
$3.12K
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-263- 1.08% |
$9.26K - $9.93K
|
24.1K
$1M
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
77.5KNew |
$2.73M - $2.92M
|
77.5K
$3.22M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$563 - $604
|
16
$665
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
300New |
$10.6K - $11.3K
|
300
$12.5K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$282 - $302
|
8
$332
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
62New |
$2.18K - $2.34K
|
62
$2.58K
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-27.6K- 79.77% |
$970K - $1.04M
|
6.99K
$290K
|