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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.33KNew |
$203K - $242K
|
5.33K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-163- 1.83% |
$6.2K - $7.39K
|
8.72K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-40- 14.71% |
$1.52K - $1.81K
|
232
$9.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
10.9KNew |
$416K - $496K
|
10.9K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
80.9KNew |
$3.08M - $3.67M
|
80.9K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-187K- 57.86% |
$7.1M - $8.47M
|
136K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-35- 0.63% |
$1.33K - $1.59K
|
5.51K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.37K+ 38.14% |
$318K - $380K
|
30.3K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9KNew |
$414K - $493K
|
10.9K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.14K+ 13.91% |
$120K - $143K
|
25.7K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-102K- 92.39% |
$3.9M - $4.64M
|
8.43K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
38.5K+ 25.74% |
$1.46M - $1.74M
|
188K
$7.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
487+ 100.0% |
$18.5K - $22.1K
|
974
$39.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.32K- 8.44% |
$50.1K - $59.7K
|
14.3K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
54+ 11.54% |
$2.05K - $2.45K
|
522
$21.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-24- 53.33% |
$913 - $1.09K
|
21
$857
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 142.54% |
$46.9K - $55.9K
|
2.1K
$85.6K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.68K- 34.73% |
$140K - $167K
|
6.91K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
307+ 76.75% |
$11.7K - $13.9K
|
707
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 11.88% |
$54.9K - $65.5K
|
10.7K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-64- 0.57% |
$2.43K - $2.9K
|
11.1K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-824- 2.21% |
$31.3K - $37.4K
|
36.5K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$414K - $493K
|
10.9K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-11.1K- 3.42% |
$421K - $502K
|
312K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
36.3KNew |
$1.38M - $1.65M
|
36.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
442+ 8.2% |
$16.8K - $20K
|
5.83K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.56K+ 5.24% |
$97.5K - $116K
|
51.5K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.95KNew |
$340K - $406K
|
8.95K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-721- 10.03% |
$27.4K - $32.7K
|
6.47K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
400+ 1.65% |
$15.2K - $18.1K
|
24.6K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
932K+ 11461.79% |
$35.4M - $42.3M
|
940K
$38.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 3.6% |
$46.4K - $55.4K
|
32.7K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.85K+ 18.36% |
$108K - $129K
|
18.4K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.56K- 28.98% |
$288K - $343K
|
18.5K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.6KNew |
$784K - $934K
|
20.6K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88.1K+ 125.89% |
$3.35M - $4M
|
158K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
420K+ 132.63% |
$16M - $19M
|
736K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.71K+ 8.61% |
$293K - $350K
|
97.2K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-111K- 62.39% |
$4.22M - $5.03M
|
66.9K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-696- 1.66% |
$26.5K - $31.6K
|
41.2K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.47K+ 10.81% |
$170K - $203K
|
45.9K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-39.8K- 4.78% |
$1.51M - $1.8M
|
792K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-538- 2.32% |
$20.5K - $24.4K
|
22.6K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-27- 1.22% |
$1.03K - $1.22K
|
2.19K
$89.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.06K+ 1.17% |
$116K - $139K
|
264K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
31.7KNew |
$1.21M - $1.44M
|
31.7K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-884- 1.48% |
$33.6K - $40.1K
|
58.9K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-375- 0.1% |
$14.3K - $17K
|
363K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.85K+ 44.11% |
$184K - $220K
|
15.8K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.6K+ 26.66% |
$137K - $163K
|
17.1K
$698K
|