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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.92K- 96.05% |
$130K - $151K
|
120
$4.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2.79KClosed |
$124K - $144K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.76KClosed |
$257K - $298K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-109Closed |
$4.86K - $5.65K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-633Closed |
$28.2K - $32.8K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.89KClosed |
$84.1K - $97.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-92Closed |
$4.11K - $4.77K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
13.4KNew |
$597K - $693K
|
13.4K
$546K
|
|
| Q3 2021 | |||||||
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
CALL |
1KNew |
$44.5K - $48.7K
|
1K
$40.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-2K- 90.91% |
$88.9K - $97.5K
|
200
$8.16K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-278Closed |
$12.4K - $13.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-178Closed |
$7.91K - $8.67K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.2KClosed |
$97.9K - $107K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-15.4KClosed |
$685K - $750K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-158Closed |
$7.02K - $7.7K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
CALL |
300New |
$13.3K - $14.6K
|
300
$12.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-43.6KClosed |
$1.94M - $2.13M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9New |
$400 - $439
|
9
$367
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-41Closed |
$1.82K - $2K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-192KClosed |
$8.53M - $9.35M
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-8.23KClosed |
$366K - $401K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7.81KClosed |
$313K - $357K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1Closed |
$40.1 - $45.7
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-691Closed |
$27.7K - $31.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16New |
$642 - $732
|
16
$653
|
|
|
Aug 16, 2021
Q2 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
15.4KNew |
$618K - $704K
|
15.4K
$628K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
41.5KNew |
$1.67M - $1.9M
|
41.5K
$1.69M
|
|
|
Aug 13, 2021
Q2 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-2.72MClosed |
$109M - $125M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-19Closed |
$762 - $869
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-65Closed |
$2.61K - $2.97K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.04KClosed |
$41.8K - $47.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-83Closed |
$3.33K - $3.8K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-6.82KClosed |
$274K - $312K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.04KClosed |
$81.7K - $93.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-585Closed |
$23.5K - $26.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
200New |
$8.02K - $9.15K
|
200
$8.16K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-265Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.29KClosed |
$252K - $288K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-518Closed |
$20.8K - $23.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-831- 84.45% |
$29.1K - $33.2K
|
153
$6.24K
|
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-123KClosed |
$4.3M - $4.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.65KClosed |
$198K - $225K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.94KClosed |
$208K - $237K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
930New |
$32.6K - $37.1K
|
930
$38K
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-46- 13.69% |
$1.61K - $1.84K
|
290
$11.8K
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-441Closed |
$15.5K - $17.6K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-81Closed |
$2.84K - $3.23K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.67KClosed |
$128K - $146K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-100Closed |
$3.51K - $3.99K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-11Closed |
$386 - $439
|
0
$0
|
|