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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.01K- 2.02% |
$157K - $175K
|
194K
$8.08M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.02K+ 26.35% |
$314K - $349K
|
38.5K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-54.1K- 32.12% |
$2.12M - $2.35M
|
114K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.68K- 10.75% |
$65.9K - $73.2K
|
14K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
900New |
$35.3K - $39.2K
|
900
$37.4K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.13M+ 46.74% |
$44.1M - $49M
|
3.53M
$147M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
98+ 32.78% |
$3.84K - $4.26K
|
397
$16.5K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$188K - $208K
|
4.79K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
252+ 0.24% |
$9.87K - $11K
|
106K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
100+ 45.87% |
$3.92K - $4.35K
|
318
$13.2K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 5.21% |
$53.2K - $59.1K
|
24.7K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.31K+ 6.71% |
$90.6K - $101K
|
36.8K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
111New |
$4.35K - $4.83K
|
111
$4.61K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-449K- 10.23% |
$17.6M - $19.6M
|
3.94M
$164M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.93K+ 22.72% |
$115K - $127K
|
15.8K
$657K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-206- 2.93% |
$8.07K - $8.97K
|
6.83K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
28.3KNew |
$1.11M - $1.23M
|
28.3K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.8M- 97.61% |
$110M - $122M
|
68.5K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
4.44KNew |
$174K - $193K
|
4.44K
$185K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
6.35K+ 31.43% |
$249K - $276K
|
26.6K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
170+ 1.34% |
$6.66K - $7.4K
|
12.9K
$536K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
58+ 0.36% |
$2.27K - $2.52K
|
16.1K
$671K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
24KNew |
$940K - $1.04M
|
24K
$997K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
463+ 5.99% |
$18.1K - $20.1K
|
8.2K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
985+ 0.65% |
$38.6K - $42.9K
|
152K
$6.31M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.15K- 14.35% |
$84.2K - $93.6K
|
12.8K
$533K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 12.06% |
$47K - $52.2K
|
8.75K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.1KNew |
$1.02M - $1.13M
|
26.1K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.6M+ 1641.73% |
$493M - $548M
|
13.4M
$555M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.15K- 1.51% |
$44.9K - $49.9K
|
74.9K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-501- 2.2% |
$19.6K - $21.8K
|
22.3K
$927K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.9K+ 16.02% |
$938K - $1.04M
|
173K
$7.21M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.33K+ 5.18% |
$91.1K - $101K
|
47.2K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-75K- 75.1% |
$2.94M - $3.26M
|
24.9K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
41+ 0.59% |
$1.61K - $1.78K
|
6.98K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
670New |
$26.3K - $29.2K
|
670
$27.8K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.65K+ 6.41% |
$378K - $420K
|
160K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.7K+ 3.77% |
$1.01M - $1.12M
|
707K
$29.4M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
365+ 1.86% |
$14.3K - $15.9K
|
20K
$832K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.1K+ 15.91% |
$671K - $745K
|
125K
$5.18M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
37+ 0.59% |
$1.45K - $1.61K
|
6.31K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-102K- 46.02% |
$4M - $4.44M
|
120K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-563- 7.2% |
$22.1K - $24.5K
|
7.25K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
318+ 0.03% |
$12.5K - $13.8K
|
1.15M
$47.8M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.52K- 52.14% |
$295K - $327K
|
6.91K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.77K- 43.75% |
$265K - $295K
|
8.7K
$362K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
193K+ 115.6% |
$7.57M - $8.41M
|
361K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 19.3% |
$69.4K - $77.1K
|
7.41K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-91- 1.0% |
$3.57K - $3.96K
|
8.97K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.92K+ 24.57% |
$75.3K - $83.6K
|
9.74K
$405K
|