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 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.15KNew |
$158K - $188K
|
4.15K
$169K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.63% |
$1.26K - $1.5K
|
5.27K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27.2K+ 76.18% |
$1.04M - $1.23M
|
63K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.75K+ 30.56% |
$105K - $125K
|
11.8K
$480K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.7K+ 27.35% |
$103K - $122K
|
12.6K
$513K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
246New |
$9.36K - $11.2K
|
246
$10K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
2.63K+ 2.48% |
$99.9K - $119K
|
109K
$4.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.53KNew |
$172K - $205K
|
4.53K
$185K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
454+ 5.15% |
$17.3K - $20.6K
|
9.27K
$378K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
130+ 1.69% |
$4.95K - $5.9K
|
7.82K
$319K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
72+ 1440.0% |
$2.74K - $3.27K
|
77
$3.14K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
21.2KNew |
$806K - $961K
|
21.2K
$864K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-58.9K- 40.91% |
$2.24M - $2.67M
|
85.1K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
37.6KNew |
$1.43M - $1.71M
|
37.6K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.88K- 11.61% |
$71.4K - $85.1K
|
14.3K
$583K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-7.91K- 38.11% |
$301K - $359K
|
12.9K
$524K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
357K+ 52818.79% |
$13.6M - $16.2M
|
358K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.73KNew |
$332K - $396K
|
8.73K
$356K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.19K+ 5.42% |
$121K - $145K
|
62.1K
$2.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.04K+ 15.49% |
$116K - $138K
|
22.7K
$924K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
18.4KNew |
$701K - $836K
|
18.4K
$752K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-695- 0.41% |
$26.4K - $31.5K
|
170K
$6.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.07K- 0.96% |
$78.7K - $93.8K
|
214K
$8.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.88KNew |
$186K - $221K
|
4.88K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-13.2K- 59.78% |
$501K - $597K
|
8.86K
$361K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.41K+ 62.09% |
$320K - $381K
|
21.9K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5.25KNew |
$200K - $238K
|
5.25K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.23K- 29.52% |
$84.8K - $101K
|
5.32K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
805+ 14.51% |
$30.6K - $36.5K
|
6.35K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-114- 0.83% |
$4.34K - $5.17K
|
13.6K
$554K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
47.5KNew |
$1.81M - $2.16M
|
47.5K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-243- 1.02% |
$9.24K - $11K
|
23.6K
$963K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.48K- 15.54% |
$56.2K - $67K
|
8.03K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-105- 0.14% |
$3.99K - $4.76K
|
74.4K
$3.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
299+ 5.04% |
$11.4K - $13.6K
|
6.23K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
585+ 7.42% |
$22.3K - $26.5K
|
8.47K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-702- 3.41% |
$26.7K - $31.8K
|
19.9K
$811K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
8.47KNew |
$322K - $384K
|
8.47K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 9.89% |
$55.3K - $66K
|
16.2K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-38- 14.84% |
$1.45K - $1.72K
|
218
$8.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.7K+ 5.18% |
$674K - $804K
|
360K
$14.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-65- 1.12% |
$2.47K - $2.95K
|
5.75K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
3.17K+ 2.93% |
$121K - $144K
|
111K
$4.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-248- 48.34% |
$9.43K - $11.2K
|
265
$10.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.7K+ 158.77% |
$748K - $891K
|
32K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
743+ 2.31% |
$28.3K - $33.7K
|
33K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-39K- 26.22% |
$1.48M - $1.77M
|
110K
$4.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.23K- 6.39% |
$275K - $328K
|
106K
$4.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-511- 0.86% |
$19.4K - $23.2K
|
58.7K
$2.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-20.8K- 91.93% |
$793K - $945K
|
1.83K
$74.7K
|