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 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
25+ 0.42% |
$980 - $1.09K
|
5.99K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.68K+ 15.51% |
$144K - $160K
|
27.4K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12.9K- 67.96% |
$505K - $561K
|
6.08K
$252K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
916+ 1.07% |
$35.9K - $39.9K
|
86.6K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
41.9K+ 1.37% |
$1.64M - $1.82M
|
3.09M
$129M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.68K+ 1.32% |
$65.8K - $73.1K
|
129K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
79New |
$3.1K - $3.44K
|
79
$3.28K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-16- 16.67% |
$627 - $696
|
80
$3.32K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.43K- 44.67% |
$370K - $410K
|
11.7K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-788- 10.57% |
$30.9K - $34.3K
|
6.67K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.64KNew |
$221K - $245K
|
5.64K
$234K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2.37K- 2.41% |
$92.9K - $103K
|
96.2K
$4M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
172New |
$6.74K - $7.49K
|
172
$7.15K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.42KNew |
$212K - $236K
|
5.42K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-633- 1.48% |
$24.8K - $27.5K
|
42.1K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
647+ 0.66% |
$25.3K - $28.2K
|
99.4K
$4.13M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
140New |
$5.49K - $6.09K
|
140
$5.82K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.71K- 14.73% |
$145K - $161K
|
21.5K
$891K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
599+ 39.75% |
$23.5K - $26.1K
|
2.11K
$87.5K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
21.1K+ 38.0% |
$829K - $920K
|
76.8K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
8.64K+ 15.65% |
$338K - $376K
|
63.8K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 20.29% |
$47K - $52.2K
|
7.12K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.44K+ 14.2% |
$56.3K - $62.6K
|
11.6K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
39New |
$1.53K - $1.7K
|
39
$1.62K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.02KNew |
$197K - $219K
|
5.02K
$209K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-523- 2.36% |
$20.5K - $22.8K
|
21.6K
$897K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.3K+ 3.98% |
$444K - $493K
|
296K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-941- 7.9% |
$36.9K - $41K
|
11K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-99- 4.54% |
$3.88K - $4.31K
|
2.08K
$86.5K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-98.2K- 21.84% |
$3.85M - $4.27M
|
351K
$14.6M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.18K- 5.16% |
$125K - $138K
|
58.4K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
115K+ 79.67% |
$4.52M - $5.03M
|
260K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-850- 88.54% |
$33.3K - $37K
|
110
$4.57K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-112- 13.88% |
$4.39K - $4.87K
|
695
$28.9K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.4K+ 4.49% |
$525K - $583K
|
312K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$7.84K - $8.7K
|
200
$8.31K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.91K+ 20.54% |
$114K - $127K
|
17.1K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-125- 4.75% |
$4.9K - $5.44K
|
2.51K
$104K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
266New |
$10.4K - $11.6K
|
266
$11.1K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
6.25K+ 48.48% |
$245K - $272K
|
19.1K
$795K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.6K+ 4.62% |
$141K - $157K
|
81.5K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 13.13% |
$1.6M - $1.78M
|
352K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-539- 2.01% |
$21.1K - $23.5K
|
26.3K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
902+ 3.07% |
$35.3K - $39.3K
|
30.3K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.16K+ 3741.94% |
$45.4K - $50.5K
|
1.19K
$49.5K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.21K- 11.72% |
$283K - $314K
|
54.3K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.94% |
$39.2 - $43.5
|
33
$1.37K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.26K- 11.37% |
$88.5K - $98.3K
|
17.6K
$731K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.52K+ 18.85% |
$98.6K - $110K
|
15.9K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.74K- 5.5% |
$225K - $250K
|
98.5K
$4.09M
|