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 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
37.6KNew |
$1.43M - $1.71M
|
37.6K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
35.5KNew |
$1.35M - $1.61M
|
35.5K
$1.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.7K+ 4.54% |
$1.28M - $1.53M
|
776K
$32.9M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
31.7KNew |
$1.21M - $1.44M
|
31.7K
$1.34M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
27KNew |
$1.03M - $1.22M
|
27K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25.2KNew |
$960K - $1.14M
|
25.2K
$1.07M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
24.9KNew |
$945K - $1.13M
|
24.9K
$1.05M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
24KNew |
$913K - $1.09M
|
24K
$1.02M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23.9KNew |
$910K - $1.09M
|
23.9K
$1.01M
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
21.2KNew |
$806K - $961K
|
21.2K
$897K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20.2KNew |
$767K - $914K
|
20.2K
$854K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.7KNew |
$713K - $850K
|
18.7K
$794K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.6KNew |
$706K - $842K
|
18.6K
$786K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.1KNew |
$652K - $777K
|
17.1K
$725K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
16.9K+ 4.1% |
$643K - $767K
|
429K
$18.2M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.6KNew |
$554K - $661K
|
14.6K
$617K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14.1KNew |
$536K - $640K
|
14.1K
$597K
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
13.7KNew |
$519K - $619K
|
13.7K
$578K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
12.4KNew |
$471K - $561K
|
12.4K
$524K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$414K - $493K
|
10.9K
$461K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.3K+ 47.36% |
$392K - $468K
|
32.1K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
10.3KNew |
$391K - $466K
|
10.3K
$435K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.69KNew |
$330K - $394K
|
8.69K
$368K
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
8.47KNew |
$322K - $384K
|
8.47K
$359K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.2K+ 98.12% |
$312K - $372K
|
16.5K
$701K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.72K+ 58.7% |
$294K - $350K
|
20.9K
$884K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.5KNew |
$285K - $340K
|
7.5K
$318K
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.4KNew |
$243K - $290K
|
6.4K
$271K
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.73KNew |
$218K - $260K
|
5.73K
$242K
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.66KNew |
$215K - $257K
|
5.66K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.33KNew |
$203K - $242K
|
5.33K
$226K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.18KNew |
$197K - $235K
|
5.18K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.16KNew |
$196K - $234K
|
5.16K
$218K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.13KNew |
$195K - $233K
|
5.13K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.91KNew |
$187K - $223K
|
4.91K
$208K
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.78KNew |
$182K - $217K
|
4.78K
$202K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.77KNew |
$182K - $217K
|
4.77K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$176K - $210K
|
4.62K
$196K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.61KNew |
$175K - $209K
|
4.61K
$195K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.53KNew |
$172K - $205K
|
4.53K
$192K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.77KNew |
$143K - $171K
|
3.77K
$159K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.67K+ 5.06% |
$140K - $166K
|
76.2K
$3.23M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.89KNew |
$110K - $131K
|
2.89K
$123K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.83K+ 2283.06% |
$108K - $128K
|
2.96K
$125K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.67K+ 13.2% |
$101K - $121K
|
22.9K
$968K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.31KNew |
$87.9K - $105K
|
2.31K
$97.8K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.27KNew |
$86.2K - $103K
|
2.27K
$95.9K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
962+ 69.66% |
$36.6K - $43.6K
|
2.34K
$99.2K
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
677New |
$25.8K - $30.7K
|
677
$28.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
600New |
$22.8K - $27.2K
|
600
$25.4K
|