Latest Institutional Purchases of Select Sector Spdr Tr Real Est (XLRE)
This list provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$176K - $210K
|
4.62K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.61KNew |
$175K - $209K
|
4.61K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.53KNew |
$172K - $205K
|
4.53K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.77KNew |
$143K - $171K
|
3.77K
$161K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.67K+ 5.06% |
$140K - $166K
|
76.2K
$3.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.89KNew |
$110K - $131K
|
2.89K
$124K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.83K+ 2283.06% |
$108K - $128K
|
2.96K
$126K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.67K+ 13.2% |
$101K - $121K
|
22.9K
$977K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.31KNew |
$87.9K - $105K
|
2.31K
$98.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.27KNew |
$86.2K - $103K
|
2.27K
$96.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
962+ 69.66% |
$36.6K - $43.6K
|
2.34K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
677New |
$25.8K - $30.7K
|
677
$28.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
600New |
$22.8K - $27.2K
|
600
$25.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
528New |
$20.1K - $24K
|
528
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
487+ 100.0% |
$18.5K - $22.1K
|
974
$41.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
447New |
$17K - $20.3K
|
447
$19.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
404New |
$15.4K - $18.3K
|
404
$17.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
370New |
$14.1K - $16.8K
|
370
$15.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
275New |
$10.5K - $12.5K
|
275
$11.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
246New |
$9.36K - $11.2K
|
246
$10.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
242+ 88.0% |
$9.21K - $11K
|
517
$22.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
134New |
$5.1K - $6.08K
|
134
$5.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
125New |
$4.76K - $5.67K
|
125
$5.34K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
118New |
$4.49K - $5.35K
|
118
$5.04K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
94New |
$3.58K - $4.26K
|
94
$4.02K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
69New |
$2.62K - $3.13K
|
69
$2.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
65New |
$2.47K - $2.95K
|
65
$2.78K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
59New |
$2.24K - $2.68K
|
59
$2.52K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
55New |
$2.09K - $2.49K
|
55
$2.35K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$1.52K - $1.81K
|
40
$1.71K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 3.98% |
$1.07K - $1.27K
|
732
$31.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
200KNew |
$7.15M - $7.84M
|
200K
$8.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
77.1KNew |
$2.75M - $3.02M
|
77.1K
$3.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
59.2KNew |
$2.11M - $2.32M
|
59.2K
$2.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
41.6KNew |
$1.49M - $1.63M
|
41.6K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
41.1KNew |
$1.47M - $1.61M
|
41.1K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.2KNew |
$686K - $752K
|
19.2K
$820K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
12KNew |
$428K - $470K
|
12K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.58KNew |
$307K - $336K
|
8.58K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.55KNew |
$305K - $335K
|
8.55K
$365K
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.63KNew |
$273K - $299K
|
7.63K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.62K+ 68.1% |
$236K - $259K
|
16.3K
$698K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.84K+ 15.17% |
$102K - $111K
|
21.6K
$922K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.74K+ 18.77% |
$97.7K - $107K
|
17.3K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.48K+ 108.95% |
$88.7K - $97.3K
|
4.76K
$203K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4KNew |
$49.9K - $54.8K
|
1.4K
$59.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
955+ 2.45% |
$34.1K - $37.4K
|
39.9K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
482+ 0.9% |
$17.2K - $18.9K
|
53.8K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
250New |
$8.93K - $9.8K
|
250
$10.7K
|
|