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 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.6K+ 112.6% |
$340K - $428K
|
19.9K
$845K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
9.95KNew |
$320K - $403K
|
9.95K
$421K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.52K+ 73.43% |
$306K - $386K
|
22.5K
$952K
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
8.3KNew |
$267K - $336K
|
8.3K
$352K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.5KNew |
$209K - $263K
|
6.5K
$275K
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
6.13K+ 80.97% |
$197K - $248K
|
13.7K
$580K
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.7KNew |
$183K - $231K
|
5.7K
$241K
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.49KNew |
$177K - $222K
|
5.49K
$232K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.4KNew |
$174K - $219K
|
5.4K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
5.3KNew |
$171K - $215K
|
5.3K
$224K
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.17KNew |
$167K - $210K
|
5.17K
$219K
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.65KNew |
$85.3K - $107K
|
2.65K
$112K
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.84KNew |
$59.1K - $74.3K
|
1.84K
$77.7K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.01KNew |
$32.4K - $40.7K
|
1.01K
$42.6K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
839New |
$27K - $34K
|
839
$35.5K
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
502New |
$16.2K - $20.3K
|
502
$21.3K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
500+ 125.0% |
$16.1K - $20.3K
|
900
$38.1K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
495+ 9900.0% |
$15.9K - $20K
|
500
$21.2K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
362New |
$11.7K - $14.7K
|
362
$15.3K
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
281+ 0.5% |
$9.05K - $11.4K
|
56K
$2.37M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
265+ 197.76% |
$8.53K - $10.7K
|
399
$16.9K
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
196+ 2.15% |
$6.31K - $7.94K
|
9.29K
$394K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
193New |
$6.21K - $7.82K
|
193
$8.17K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
169New |
$5.44K - $6.84K
|
169
$7.16K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$3.22K - $4.05K
|
100
$4.24K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
75New |
$2.41K - $3.04K
|
75
$3.18K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
62New |
$2K - $2.51K
|
62
$2.63K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
16New |
$515 - $648
|
16
$678
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$515 - $648
|
16
$678
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
11New |
$354 - $446
|
11
$466
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
7+ 0.01% |
$225 - $284
|
121K
$5.11M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.88% |
$32.2 - $40.5
|
115
$4.87K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.75% |
$32.2 - $40.5
|
134
$5.67K
|
|
Q3 2023 | |||||||
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
152KNew |
$5.12M - $5.94M
|
152K
$6.45M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
49.6KNew |
$1.67M - $1.93M
|
49.6K
$2.1M
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
33K+ 29.73% |
$1.11M - $1.29M
|
144K
$6.1M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
23.4K+ 162.08% |
$785K - $910K
|
37.8K
$1.6M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.6K+ 26.13% |
$458K - $532K
|
65.9K
$2.79M
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
12.6KNew |
$424K - $492K
|
12.6K
$534K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
11.9KNew |
$401K - $465K
|
11.9K
$505K
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$363K - $421K
|
10.8K
$457K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.7KNew |
$360K - $417K
|
10.7K
$453K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.54KNew |
$287K - $333K
|
8.54K
$362K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.6KNew |
$222K - $257K
|
6.6K
$280K
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.18K+ 20.41% |
$39.6K - $45.9K
|
6.95K
$294K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
653New |
$21.9K - $25.4K
|
653
$27.7K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
416New |
$14K - $16.2K
|
416
$17.6K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
308New |
$10.3K - $12K
|
308
$13K
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
139+ 1.49% |
$4.67K - $5.42K
|
9.45K
$400K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135New |
$4.54K - $5.26K
|
135
$5.72K
|