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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
969New |
$37.6K - $49K
|
969
$39.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.74KClosed |
$184K - $240K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-113Closed |
$4.39K - $5.72K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-169- 44.95% |
$6.57K - $8.55K
|
207
$8.45K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
400+ 1.05% |
$15.5K - $20.2K
|
38.6K
$1.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
50.1KNew |
$1.95M - $2.54M
|
50.1K
$2.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
182New |
$7.07K - $9.21K
|
182
$7.43K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-2.07KClosed |
$80.2K - $104K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.07KClosed |
$80.2K - $104K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.74KClosed |
$184K - $240K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
14New |
$544 - $708
|
14
$571
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
3New |
$117 - $152
|
3
$122
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-708- 0.5% |
$27.5K - $35.8K
|
140K
$5.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-26.6KClosed |
$1.03M - $1.34M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-74.5K- 93.3% |
$2.9M - $3.77M
|
5.35K
$218K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-6.94KClosed |
$270K - $351K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-263Closed |
$10.2K - $13.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
122New |
$4.74K - $6.17K
|
122
$4.98K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.57KClosed |
$60.8K - $79.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.41KClosed |
$171K - $223K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19.7KNew |
$764K - $995K
|
19.7K
$803K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
40+ 0.52% |
$1.55K - $2.02K
|
7.71K
$315K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-69- 65.71% |
$2.68K - $3.49K
|
36
$1.47K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.96KNew |
$115K - $150K
|
2.96K
$121K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-166Closed |
$6.45K - $8.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-577- 6.21% |
$22.4K - $29.2K
|
8.71K
$355K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.03K+ 411.76% |
$351K - $457K
|
11.2K
$458K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.6KClosed |
$101K - $131K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-33.1KClosed |
$1.29M - $1.68M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
718+ 172.18% |
$27.9K - $36.3K
|
1.14K
$46.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
SELL
|
- |
-2.37MClosed |
$92.1M - $120M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-42- 0.3% |
$1.63K - $2.13K
|
13.9K
$568K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
460+ 1.36% |
$17.9K - $23.3K
|
34.2K
$1.4M
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
364KNew |
$16M - $18.7M
|
364K
$14.9M
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
19+ 0.55% |
$836 - $975
|
3.47K
$142K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-18.8KClosed |
$828K - $966K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.03KNew |
$221K - $258K
|
5.03K
$205K
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-47.1KClosed |
$2.07M - $2.42M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.88KClosed |
$259K - $302K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-20Closed |
$880 - $1.03K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-350KClosed |
$15.4M - $18M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-24.2KClosed |
$1.06M - $1.24M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-33.5KClosed |
$1.47M - $1.72M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.3KClosed |
$57K - $66.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.16KClosed |
$359K - $419K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
20New |
$880 - $1.03K
|
20
$816
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.27KClosed |
$188K - $219K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-910Closed |
$40K - $46.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-121Closed |
$5.32K - $6.21K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-395Closed |
$17.4K - $20.3K
|
0
$0
|
|