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, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-80Closed |
$2.8K - $3.19K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-8.72KClosed |
$306K - $348K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14Closed |
$491 - $559
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$1.75K - $2K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
First Pacific Financial
|
SELL
|
- |
-13.1KClosed |
$459K - $523K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-41Closed |
$1.44K - $1.64K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-33Closed |
$1.16K - $1.32K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-9Closed |
$316 - $359
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-573Closed |
$20.1K - $22.9K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-103Closed |
$3.61K - $4.11K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9.27KClosed |
$325K - $370K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-835Closed |
$29.3K - $33.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-90- 1.41% |
$3.06K - $3.4K
|
6.28K
$256K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
36New |
$1.22K - $1.36K
|
36
$1.47K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-85Closed |
$2.89K - $3.21K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-78.3KClosed |
$2.66M - $2.96M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-41Closed |
$1.39K - $1.55K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-5.8KClosed |
$197K - $219K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-69Closed |
$2.34K - $2.61K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
6.8KNew |
$231K - $257K
|
6.8K
$278K
|
|
|
Feb 10, 2021
Q4 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-110- 0.85% |
$3.74K - $4.15K
|
12.9K
$526K
|
|
|
Feb 09, 2021
Q4 2020
|
Lee Danner & Bass Inc
|
SELL
|
- |
-15.7KClosed |
$532K - $591K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-147Closed |
$5K - $5.55K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Community Bank, N.A.
|
SELL
|
- |
-856Closed |
$29.1K - $32.3K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Sym Financial Corp
|
SELL
|
- |
-26Closed |
$883 - $982
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-15.2KClosed |
$517K - $574K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 33.13% |
$1.87K - $2.08K
|
111
$4.53K
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.67KNew |
$295K - $327K
|
8.67K
$354K
|
|
| Q3 2020 | |||||||
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-104- 75.36% |
$3.52K - $3.86K
|
34
$1.39K
|
|
|
Nov 16, 2020
Q3 2020
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-8.4KClosed |
$284K - $312K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
PUT |
-30KClosed |
$1.02M - $1.11M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Public Investment Fund
Riyadh, T0 |
SELL
|
- |
-67.1MClosed |
$2.27B - $2.49B
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-42.1KClosed |
$1.43M - $1.56M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
126New |
$4.27K - $4.68K
|
126
$5.14K
|
|
|
Nov 13, 2020
Q3 2020
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-23.3KClosed |
$788K - $865K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-69Closed |
$2.34K - $2.56K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-998Closed |
$33.8K - $37.1K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
SELL
|
- |
-7.43KClosed |
$252K - $276K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-713Closed |
$24.1K - $26.5K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-81Closed |
$2.74K - $3.01K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-500KClosed |
$16.9M - $18.6M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-709Closed |
$24K - $26.3K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Field & Main Bank
|
SELL
|
- |
-23Closed |
$779 - $854
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
- |
66New |
$2.23K - $2.45K
|
66
$2.69K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-41- 1.0% |
$1.19K - $1.55K
|
4.06K
$166K
|
|
|
Aug 14, 2020
Q2 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-48.6KClosed |
$1.41M - $1.84M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-321Closed |
$9.35K - $12.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.07MClosed |
$31.3M - $40.6M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-432Closed |
$12.6K - $16.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-975KClosed |
$28.4M - $36.9M
|
0
$0
|
|