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 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
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
45.9K+ 34.25% |
$1.8M - $2M
|
180K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.06K- 26.66% |
$238K - $264K
|
16.7K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
959KNew |
$37.6M - $41.8M
|
959K
$39.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 14.86% |
$59K - $65.5K
|
8.63K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-177- 1.24% |
$6.93K - $7.7K
|
14.1K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 44.66% |
$514K - $571K
|
16.3K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.4K+ 4.01% |
$212K - $235K
|
140K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-98.3K- 7.83% |
$3.85M - $4.28M
|
1.16M
$48M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-80- 0.62% |
$3.13K - $3.48K
|
12.9K
$537K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 18.67% |
$78.6K - $87.3K
|
12.7K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.9K+ 5.89% |
$74.4K - $82.7K
|
34.1K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20.5K- 20.59% |
$802K - $890K
|
78.9K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 20.31% |
$9.28M - $10.3M
|
1.4M
$58.3M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.41K- 2.75% |
$251K - $279K
|
227K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
32.5K+ 34.58% |
$1.27M - $1.41M
|
126K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
222New |
$8.7K - $9.66K
|
222
$9.22K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4.58K- 18.53% |
$180K - $199K
|
20.1K
$837K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
45.9K+ 34.25% |
$1.8M - $2M
|
180K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.11K+ 1.02% |
$122K - $135K
|
309K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
6.4K+ 51.2% |
$251K - $279K
|
18.9K
$785K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.09M- 65.67% |
$42.6M - $47.3M
|
568K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.7K- 1.96% |
$106K - $117K
|
135K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-241- 1.72% |
$9.44K - $10.5K
|
13.8K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.32K+ 2143.87% |
$130K - $145K
|
3.48K
$145K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.51K+ 344.26% |
$137K - $153K
|
4.53K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-828- 4.47% |
$32.4K - $36K
|
17.7K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
491+ 0.5% |
$19.2K - $21.4K
|
98.9K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-118K- 16.68% |
$4.63M - $5.14M
|
591K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.44K- 26.52% |
$213K - $237K
|
15.1K
$626K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 8.93% |
$392 - $435
|
122
$5.07K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
19.3K+ 10.85% |
$758K - $842K
|
198K
$8.21M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-192- 1.1% |
$7.52K - $8.36K
|
17.2K
$717K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19K- 39.26% |
$746K - $829K
|
29.5K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.88K+ 96.44% |
$230K - $256K
|
12K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
636+ 3.57% |
$24.9K - $27.7K
|
18.4K
$766K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
4.7K+ 11.25% |
$184K - $205K
|
46.5K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1K+ 58.64% |
$397K - $441K
|
27.4K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.34K+ 3.81% |
$52.3K - $58.1K
|
36.4K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.34K+ 99.06% |
$366K - $406K
|
18.8K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
265+ 7.93% |
$10.4K - $11.5K
|
3.61K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.28K+ 0.43% |
$50.1K - $55.7K
|
295K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-12.5K- 2.61% |
$488K - $542K
|
464K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.77% |
$118 - $131
|
394
$16.4K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-789- 5.56% |
$30.9K - $34.3K
|
13.4K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
20.3K+ 10.62% |
$795K - $883K
|
211K
$8.78M
|