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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.93KNew |
$187K - $224K
|
4.93K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
141+ 2.5% |
$5.36K - $6.4K
|
5.78K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
205K+ 1374.44% |
$7.8M - $9.3M
|
220K
$8.97M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-80K- 24.33% |
$3.04M - $3.63M
|
249K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
43.3K+ 28.17% |
$1.65M - $1.96M
|
197K
$8.04M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
162+ 2.46% |
$6.16K - $7.35K
|
6.75K
$275K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
43.6KNew |
$1.66M - $1.98M
|
43.6K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
29.7KNew |
$1.13M - $1.34M
|
29.7K
$1.21M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.4K+ 9.82% |
$1.04M - $1.24M
|
306K
$12.5M
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
283+ 0.66% |
$10.8K - $12.8K
|
42.9K
$1.75M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 32.04% |
$6.86M - $8.18M
|
743K
$30.3M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-21.5K- 47.3% |
$818K - $975K
|
24K
$978K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
104K+ 26746.39% |
$3.95M - $4.71M
|
104K
$4.25M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
24KNew |
$913K - $1.09M
|
24K
$979K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.8KNew |
$221K - $263K
|
5.8K
$237K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
275New |
$10.5K - $12.5K
|
275
$11.2K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44.3K+ 341.41% |
$1.69M - $2.01M
|
57.3K
$2.34M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8.63KNew |
$328K - $391K
|
8.63K
$352K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.88K+ 16.09% |
$338K - $403K
|
64K
$2.61M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
55.6K+ 188.56% |
$2.12M - $2.52M
|
85.1K
$3.47M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
55New |
$2.09K - $2.49K
|
55
$2.24K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
24.9KNew |
$945K - $1.13M
|
24.9K
$1.01M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2M+ 38.26% |
$45.7M - $54.5M
|
4.34M
$177M
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
13K+ 30.16% |
$495K - $590K
|
56.1K
$2.29M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.36K+ 1.39% |
$51.5K - $61.5K
|
99K
$4.04M
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
198K+ 33.59% |
$7.52M - $8.97M
|
787K
$32.1M
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
135KNew |
$5.15M - $6.14M
|
135K
$5.52M
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-2.52K- 12.68% |
$95.9K - $114K
|
17.4K
$709K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
905New |
$34.4K - $41.1K
|
905
$36.9K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-215- 3.6% |
$8.18K - $9.75K
|
5.77K
$235K
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-12.9K- 36.73% |
$490K - $585K
|
22.2K
$906K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
613+ 6.76% |
$23.3K - $27.8K
|
9.68K
$395K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-64- 1.1% |
$2.43K - $2.9K
|
5.76K
$235K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.83K+ 2283.06% |
$108K - $128K
|
2.96K
$121K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
250K+ 2058.7% |
$9.51M - $11.3M
|
262K
$10.7M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-77- 1.27% |
$2.93K - $3.49K
|
5.98K
$244K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.63K+ 1.88% |
$100K - $119K
|
143K
$5.83M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-31.3K- 9.27% |
$1.19M - $1.42M
|
306K
$12.5M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.45K- 21.43% |
$93K - $111K
|
8.97K
$366K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20.2KNew |
$767K - $914K
|
20.2K
$823K
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
677New |
$25.8K - $30.7K
|
677
$27.6K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.3K+ 52.24% |
$1.08M - $1.28M
|
82.4K
$3.36M
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
41.1K+ 1.4% |
$1.57M - $1.87M
|
2.99M
$122M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.78% |
$114 - $136
|
387
$15.8K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.73K- 24.05% |
$142K - $169K
|
11.8K
$481K
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-645- 6.33% |
$24.5K - $29.3K
|
9.54K
$389K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
578+ 0.36% |
$22K - $26.2K
|
163K
$6.66M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
6.26KNew |
$238K - $284K
|
6.26K
$256K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.67K+ 13.2% |
$101K - $121K
|
22.9K
$933K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.53K+ 2.01% |
$58K - $69.2K
|
77.5K
$3.16M
|