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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
404New |
$15.4K - $18.3K
|
404
$16.5K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-533- 0.28% |
$20.3K - $24.2K
|
190K
$7.75M
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-274- 1.24% |
$10.4K - $12.4K
|
21.8K
$891K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-58- 1.32% |
$2.21K - $2.63K
|
4.33K
$177K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-900- 2.1% |
$34.2K - $40.8K
|
42K
$1.71M
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14.1KNew |
$536K - $640K
|
14.1K
$575K
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.93% |
$1.9K - $2.27K
|
5.33K
$217K
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
108K+ 317.11% |
$4.11M - $4.9M
|
142K
$5.79M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-389- 4.79% |
$14.8K - $17.6K
|
7.73K
$315K
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.37K- 9.27% |
$52.1K - $62.1K
|
13.4K
$547K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.64K+ 1617.18% |
$100K - $120K
|
2.8K
$114K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.15M+ 1499.07% |
$43.9M - $52.3M
|
1.23M
$50.2M
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
244K+ 118.21% |
$9.27M - $11.1M
|
450K
$18.4M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 3.98% |
$1.07K - $1.27K
|
732
$29.9K
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.64K+ 2.47% |
$176K - $210K
|
192K
$7.85M
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.13K+ 2.29% |
$81K - $96.6K
|
95K
$3.88M
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
19.4K+ 16.67% |
$737K - $879K
|
136K
$5.53M
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-7- 0.01% |
$266 - $318
|
79.3K
$3.24M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
700K+ 39.03% |
$26.6M - $31.8M
|
2.49M
$102M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.1K+ 21.16% |
$2.14M - $2.55M
|
321K
$13.1M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.24K+ 3.72% |
$47K - $56K
|
34.4K
$1.41M
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-148- 1.64% |
$5.63K - $6.71K
|
8.87K
$362K
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
875+ 1.65% |
$33.3K - $39.7K
|
53.8K
$2.2M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.37K+ 5.54% |
$52.1K - $62.1K
|
26.1K
$1.07M
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
107KNew |
$4.05M - $4.84M
|
107K
$4.35M
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
107KNew |
$4.05M - $4.84M
|
107K
$4.35M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.58K- 7.94% |
$288K - $344K
|
87.9K
$3.59M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-451- 0.58% |
$17.2K - $20.5K
|
76.9K
$3.14M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
16.1K+ 28.02% |
$611K - $729K
|
73.4K
$3M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
982+ 4.44% |
$37.4K - $44.5K
|
23.1K
$942K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-352- 1.94% |
$13.4K - $16K
|
17.8K
$726K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-958- 7.79% |
$36.4K - $43.5K
|
11.3K
$462K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 818.38% |
$57.6K - $68.7K
|
1.7K
$69.3K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
362+ 0.78% |
$13.8K - $16.4K
|
46.5K
$1.9M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.04K- 84.97% |
$39.6K - $47.2K
|
184
$7.51K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.57K+ 1.93% |
$97.9K - $117K
|
136K
$5.54M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.38K+ 12.12% |
$281K - $335K
|
68.3K
$2.79M
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-178- 1.45% |
$6.77K - $8.07K
|
12.1K
$493K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.49K- 2.44% |
$285K - $340K
|
299K
$12.2M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.11K+ 111.6% |
$347K - $413K
|
17.3K
$705K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.4KNew |
$205K - $245K
|
5.4K
$220K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
88.3KNew |
$3.36M - $4.01M
|
88.3K
$3.6M
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.33K+ 31.47% |
$203K - $242K
|
22.3K
$909K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.08MNew |
$41.3M - $49.2M
|
1.08M
$44.3M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.5K+ 32.77% |
$933K - $1.11M
|
99.3K
$4.05M
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
242KNew |
$9.21M - $11M
|
242K
$9.88M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.8KNew |
$640K - $764K
|
16.8K
$687K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-3.51K- 2.54% |
$134K - $159K
|
135K
$5.5M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
39.8K+ 379.73% |
$1.51M - $1.81M
|
50.3K
$2.05M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.27KNew |
$86.2K - $103K
|
2.27K
$92.4K
|