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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
83New |
$2.8K - $3.28K
|
83
$3.67K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
69New |
$2.33K - $2.72K
|
69
$3.05K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
52New |
$1.76K - $2.05K
|
52
$2.3K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33New |
$1.11K - $1.3K
|
33
$1.46K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$946 - $1.11K
|
56
$2.48K
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8+ 7.84% |
$270 - $316
|
110
$4.87K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8New |
$270 - $316
|
8
$354
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 1.29% |
$101 - $118
|
235
$10.4K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.39% |
$33.8 - $39.5
|
73
$3.23K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
278KNew |
$9.89M - $12.7M
|
278K
$12.3M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
62.5KNew |
$2.23M - $2.86M
|
62.5K
$2.76M
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
24.3K+ 31.84% |
$865K - $1.11M
|
101K
$4.45M
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
16KNew |
$570K - $732K
|
16K
$708K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.66KNew |
$273K - $350K
|
7.66K
$339K
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
5.79KNew |
$206K - $265K
|
5.79K
$256K
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.49K+ 64.05% |
$196K - $251K
|
14.1K
$622K
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3.3K+ 3.62% |
$118K - $151K
|
94.4K
$4.18M
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
2.75K+ 7.93% |
$97.8K - $126K
|
37.4K
$1.65M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.36K+ 2.34% |
$84.2K - $108K
|
103K
$4.56M
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.67K+ 19.11% |
$59.4K - $76.3K
|
10.4K
$460K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.07K+ 15.02% |
$38K - $48.8K
|
8.16K
$361K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
597+ 3.17% |
$21.3K - $27.3K
|
19.4K
$859K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
500+ 2.03% |
$17.8K - $22.9K
|
25.2K
$1.11M
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
458+ 6.95% |
$16.3K - $20.9K
|
7.05K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
401+ 2.48% |
$14.3K - $18.3K
|
16.6K
$734K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
368+ 1.69% |
$13.1K - $16.8K
|
22.2K
$982K
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
256New |
$9.12K - $11.7K
|
256
$11.3K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
200New |
$7.13K - $9.15K
|
200
$8.85K
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
178New |
$6.34K - $8.14K
|
178
$7.87K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
174+ 1.0% |
$6.2K - $7.96K
|
17.6K
$780K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
141New |
$5.02K - $6.45K
|
141
$6.24K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
116+ 74.36% |
$4.13K - $5.31K
|
272
$12K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
116New |
$4.13K - $5.31K
|
116
$5.13K
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
109+ 0.22% |
$3.88K - $4.99K
|
50.2K
$2.22M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$3.56K - $4.57K
|
100
$4.42K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
99New |
$3.53K - $4.53K
|
99
$4.38K
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
83+ 0.67% |
$2.96K - $3.8K
|
12.5K
$552K
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
62+ 0.93% |
$2.21K - $2.84K
|
6.72K
$297K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
55New |
$1.96K - $2.52K
|
55
$2.43K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
52+ 0.01% |
$1.85K - $2.38K
|
491K
$21.7M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
36+ 0.89% |
$1.28K - $1.65K
|
4.09K
$181K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
29New |
$1.03K - $1.33K
|
29
$1.28K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.67% |
$71.3 - $91.5
|
300
$13.3K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1MNew |
$38.9M - $50.6M
|
1M
$44.2M
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
310K+ 171.53% |
$12.1M - $15.7M
|
491K
$21.7M
|
|
Aug 04, 2022
Q2 2022
|
Iyo Bank, Ltd.
|
BUY
|
- |
125KNew |
$4.86M - $6.33M
|
125K
$5.53M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
104KNew |
$4.03M - $5.25M
|
104K
$4.59M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
53.9KNew |
$2.09M - $2.73M
|
53.9K
$2.38M
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
50.1KNew |
$1.95M - $2.54M
|
50.1K
$2.22M
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
39.6KNew |
$1.54M - $2.01M
|
39.6K
$1.75M
|