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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
SELL
|
- |
-5KClosed |
$220K - $257K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-117KClosed |
$5.14M - $6M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-5.19KClosed |
$228K - $266K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-20.3KClosed |
$895K - $1.04M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-575Closed |
$25.3K - $29.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$3.3K - $3.85K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-52.2KClosed |
$2.3M - $2.68M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-65.5KClosed |
$2.88M - $3.36M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-5.66KClosed |
$249K - $291K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-55.2KClosed |
$2.43M - $2.83M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
96New |
$4.22K - $4.93K
|
96
$3.92K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-34Closed |
$1.5K - $1.75K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-54Closed |
$2.37K - $2.77K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.1K - $1.28K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-24.1KClosed |
$1.06M - $1.24M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-57Closed |
$2.51K - $2.93K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156Closed |
$6.86K - $8.01K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-35KClosed |
$1.54M - $1.8M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-51.2KClosed |
$2.25M - $2.63M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-4.05KClosed |
$178K - $208K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.64KClosed |
$248K - $289K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-7.75KClosed |
$341K - $398K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-23- 34.85% |
$1.01K - $1.18K
|
43
$1.75K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-30.4KClosed |
$1.34M - $1.56M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-247KClosed |
$10.8M - $12.7M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.36KClosed |
$324K - $378K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-107KClosed |
$4.69M - $5.47M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-938Closed |
$41.3K - $48.1K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-373KClosed |
$16.4M - $19.2M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5.99KClosed |
$263K - $307K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.36KClosed |
$192K - $224K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.1KNew |
$224K - $262K
|
5.1K
$208K
|
|
| Q4 2021 | |||||||
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
38New |
$1.7K - $1.97K
|
38
$1.55K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-700- 73.68% |
$31.2K - $36.3K
|
250
$10.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
18New |
$803 - $933
|
18
$735
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.94KClosed |
$310K - $360K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-67Closed |
$2.99K - $3.47K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
274New |
$12.2K - $14.2K
|
274
$11.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-90Closed |
$4.02K - $4.66K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
99New |
$4.42K - $5.13K
|
99
$4.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-7.28KClosed |
$325K - $377K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
400+ 8.6% |
$17.8K - $20.7K
|
5.05K
$206K
|
|
|
Feb 11, 2022
Q4 2021
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-50KClosed |
$2.23M - $2.59M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
6New |
$268 - $311
|
6
$245
|
|
|
Feb 10, 2022
Q4 2021
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-30Closed |
$1.34K - $1.55K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$6.69K - $7.77K
|
150
$6.12K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
107New |
$4.77K - $5.54K
|
107
$4.37K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-540Closed |
$24.1K - $28K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-10.8KClosed |
$480K - $557K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-88.7KClosed |
$3.96M - $4.59M
|
0
$0
|
|