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 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
9.4K+ 18.27% |
$358K - $426K
|
60.8K
$2.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.01K+ 40.82% |
$191K - $227K
|
17.3K
$705K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-804- 9.09% |
$30.6K - $36.5K
|
8.04K
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.01K- 4.21% |
$153K - $182K
|
91.4K
$3.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
530+ 5.87% |
$20.2K - $24K
|
9.56K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
134New |
$5.1K - $6.08K
|
134
$5.47K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.32K+ 9.29% |
$316K - $377K
|
97.8K
$3.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-31- 12.45% |
$1.18K - $1.41K
|
218
$8.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
227+ 3.34% |
$8.64K - $10.3K
|
7.03K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 1.2% |
$38 - $45.4
|
84
$3.43K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-11K- 16.97% |
$419K - $499K
|
53.8K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
14.8K+ 79.62% |
$563K - $672K
|
33.4K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600+ 689.66% |
$22.8K - $27.2K
|
687
$28K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.57M+ 158.71% |
$59.7M - $71.2M
|
2.56M
$104M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
249+ 350.7% |
$9.47K - $11.3K
|
320
$13.1K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-10.2K- 58.32% |
$389K - $464K
|
7.31K
$298K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
24.2K+ 1.02% |
$921K - $1.1M
|
2.41M
$98.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.89K- 5.76% |
$148K - $176K
|
63.6K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
475+ 0.47% |
$18.1K - $21.5K
|
103K
$4.18M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.76K+ 7.87% |
$105K - $125K
|
37.9K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.01% |
$38 - $45.4
|
7K
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 78.6% |
$563K - $671K
|
33.6K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
198KNew |
$7.55M - $9M
|
198K
$8.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.59K+ 20.99% |
$60.5K - $72.2K
|
9.17K
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-307- 13.19% |
$11.7K - $13.9K
|
2.02K
$82.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 159.6% |
$262K - $312K
|
11.2K
$457K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.3K+ 67.17% |
$657K - $784K
|
43K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.66KNew |
$215K - $257K
|
5.66K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3K+ 8.47% |
$114K - $136K
|
38.4K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
185+ 0.63% |
$7.04K - $8.39K
|
29.7K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-374- 1.62% |
$14.2K - $17K
|
22.8K
$929K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
22+ 0.12% |
$837 - $998
|
18.7K
$762K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 17.62% |
$66.7K - $79.5K
|
11.7K
$478K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
343KNew |
$13.1M - $15.6M
|
343K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-903- 0.9% |
$34.4K - $41K
|
99K
$4.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
393K+ 2458.13% |
$15M - $17.8M
|
409K
$16.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.07M- 43.13% |
$40.7M - $48.5M
|
1.41M
$57.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.61K- 27.6% |
$289K - $345K
|
20K
$814K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81K+ 102.78% |
$221K - $263K
|
11.5K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
51+ 1.57% |
$1.94K - $2.31K
|
3.3K
$135K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
4.82K+ 35.47% |
$183K - $219K
|
18.4K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-325- 1.26% |
$12.4K - $14.7K
|
25.4K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 2.29% |
$44.3K - $52.8K
|
52K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.59K+ 2.69% |
$98.6K - $118K
|
99K
$4.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.95K+ 1.07% |
$188K - $224K
|
468K
$19.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
18.6K+ 69.57% |
$707K - $844K
|
45.3K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
225K+ 106.68% |
$8.57M - $10.2M
|
437K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
111+ 0.61% |
$4.22K - $5.03K
|
18.4K
$752K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
12.2KNew |
$463K - $552K
|
12.2K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.8K+ 936.33% |
$717K - $855K
|
20.9K
$851K
|