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 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4K+ 735.89% |
$94K - $104K
|
2.73K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.29% |
$78.4 - $87
|
703
$29.2K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37.1K+ 9.55% |
$1.45M - $1.61M
|
425K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.34K+ 0.29% |
$52.4K - $58.2K
|
470K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
77+ 25.67% |
$3.02K - $3.35K
|
377
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2K- 9.66% |
$78.4K - $87.1K
|
18.7K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.32K- 1.51% |
$130K - $144K
|
216K
$8.97M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-65- 1.08% |
$2.55K - $2.83K
|
5.95K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
7.62K+ 20.8% |
$298K - $331K
|
44.2K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.26K- 11.66% |
$128K - $142K
|
24.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 6.4% |
$428K - $476K
|
182K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
1+ 0.01% |
$39.2 - $43.5
|
12.8K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-557- 4.84% |
$21.8K - $24.2K
|
10.9K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8.11K+ 187.88% |
$318K - $353K
|
12.4K
$516K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.48K+ 12.46% |
$97.3K - $108K
|
22.4K
$931K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.3K- 19.44% |
$1.89M - $2.1M
|
200K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 0.03% |
$470 - $522
|
36.9K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-363- 1.03% |
$14.2K - $15.8K
|
35K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53.1K- 63.12% |
$2.08M - $2.31M
|
31K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-388K- 23.16% |
$15.2M - $16.9M
|
1.29M
$53.4M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.39KNew |
$133K - $148K
|
3.39K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
31.3KNew |
$1.23M - $1.36M
|
31.3K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.8K+ 25.35% |
$70.6K - $78.4K
|
8.91K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-11.4K- 97.8% |
$448K - $498K
|
257
$10.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$11.8K - $13.1K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 29.76% |
$655K - $727K
|
72.9K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-52.3K- 13.59% |
$2.05M - $2.28M
|
332K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.06K+ 10.99% |
$80.7K - $89.7K
|
20.8K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-505- 2.04% |
$19.8K - $22K
|
24.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.62K+ 51.61% |
$63.4K - $70.4K
|
4.75K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.81K- 62.39% |
$384K - $427K
|
5.91K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-847- 12.05% |
$33.2K - $36.9K
|
6.18K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-13.5K- 4.41% |
$529K - $588K
|
293K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-6.35K- 19.28% |
$249K - $276K
|
26.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 10.35% |
$5.13K - $5.7K
|
1.14K
$47.2K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-303K- 94.31% |
$11.9M - $13.2M
|
18.3K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.58K- 10.87% |
$140K - $156K
|
29.3K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.2K- 7.36% |
$673K - $748K
|
216K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.3K+ 851.61% |
$1.93M - $2.15M
|
55.1K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 10817.65% |
$72.1K - $80K
|
1.86K
$77.1K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.27% |
$549 - $609
|
5.12K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.8K- 15.79% |
$893K - $992K
|
122K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 49.95% |
$399K - $443K
|
10.2K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
128K+ 34.36% |
$5.03M - $5.58M
|
502K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.85% |
$118 - $131
|
355
$14.8K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182K+ 4.73% |
$7.13M - $7.92M
|
4.03M
$167M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.65K- 13.04% |
$104K - $115K
|
17.7K
$734K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.78K+ 282.85% |
$148K - $164K
|
5.11K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.83K+ 1.76% |
$150K - $167K
|
222K
$9.22M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 3.45% |
$39.2 - $43.5
|
30
$1.25K
|