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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-129Closed |
$5.01K - $6.53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10.7KNew |
$416K - $542K
|
10.7K
$437K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.77KClosed |
$68.8K - $89.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.43K- 41.27% |
$211K - $275K
|
7.73K
$315K
|
|
|
Aug 12, 2022
Q2 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-4.79KClosed |
$186K - $243K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.58K+ 43.21% |
$100K - $131K
|
8.56K
$349K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
250New |
$9.71K - $12.7K
|
250
$10.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-62Closed |
$2.41K - $3.14K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-500Closed |
$19.4K - $25.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
310K+ 171.53% |
$12.1M - $15.7M
|
491K
$20M
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-6.4KClosed |
$249K - $324K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-94- 10.24% |
$3.65K - $4.76K
|
824
$33.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.99KClosed |
$272K - $354K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-176Closed |
$6.84K - $8.91K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-887- 94.26% |
$34.5K - $44.9K
|
54
$2.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.01K- 26.63% |
$78.1K - $102K
|
5.54K
$226K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-32.3KClosed |
$1.26M - $1.64M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-620Closed |
$24.1K - $31.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-27.1KClosed |
$1.05M - $1.37M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.66K- 28.78% |
$103K - $134K
|
6.58K
$268K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 23.08% |
$117 - $152
|
10
$408
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.38KNew |
$209K - $272K
|
5.38K
$220K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 0.7% |
$2.68K - $3.49K
|
9.94K
$406K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.24KClosed |
$359K - $468K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.12KNew |
$199K - $259K
|
5.12K
$209K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.48K+ 29.83% |
$96.2K - $125K
|
10.8K
$440K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.17KClosed |
$201K - $262K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-10.1KClosed |
$391K - $510K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-9.52KClosed |
$370K - $482K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.48KClosed |
$174K - $227K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-737Closed |
$28.6K - $37.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Iyo Bank, Ltd.
|
BUY
|
- |
125KNew |
$4.86M - $6.33M
|
125K
$5.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-216K- 97.3% |
$8.4M - $10.9M
|
6K
$245K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-845Closed |
$32.8K - $42.8K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
878+ 36.09% |
$34.1K - $44.4K
|
3.31K
$135K
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-5.88KClosed |
$229K - $298K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-17.8KClosed |
$693K - $902K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.21K- 21.73% |
$202K - $263K
|
18.8K
$765K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
53.9KNew |
$2.09M - $2.73M
|
53.9K
$2.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-32.1KClosed |
$1.25M - $1.63M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-38.3KClosed |
$1.49M - $1.94M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
193New |
$7.5K - $9.77K
|
193
$7.88K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
144New |
$5.59K - $7.29K
|
144
$5.88K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-108- 0.18% |
$4.2K - $5.46K
|
61.6K
$2.51M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
39.6KNew |
$1.54M - $2.01M
|
39.6K
$1.62M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
982+ 4.86% |
$38.2K - $49.7K
|
21.2K
$865K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
307New |
$11.9K - $15.5K
|
307
$12.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-54.8KClosed |
$2.13M - $2.78M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-4.67KClosed |
$181K - $236K
|
0
$0
|