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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
416+ 5.4% |
$15.6K - $16.8K
|
8.12K
$310K
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
401+ 3.26% |
$15.1K - $16.2K
|
12.7K
$485K
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
399+ 0.63% |
$15K - $16.1K
|
63.9K
$2.44M
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
397+ 6.03% |
$14.9K - $16.1K
|
6.98K
$267K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
391+ 4.2% |
$14.7K - $15.8K
|
9.7K
$371K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
383+ 2.03% |
$14.4K - $15.5K
|
19.3K
$736K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
380+ 7.24% |
$14.3K - $15.4K
|
5.63K
$215K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
377+ 1047.22% |
$14.2K - $15.2K
|
413
$15.8K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
367New |
$13.8K - $14.8K
|
367
$14K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
363+ 20.63% |
$13.6K - $14.7K
|
2.12K
$81.1K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
354+ 5.61% |
$13.3K - $14.3K
|
6.66K
$254K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
339+ 1.67% |
$12.7K - $13.7K
|
20.6K
$788K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
328+ 334.69% |
$12.3K - $13.3K
|
426
$16.3K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
325New |
$12.2K - $13.1K
|
325
$12.4K
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
320+ 0.42% |
$12K - $12.9K
|
77.4K
$2.96M
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
312+ 0.14% |
$11.7K - $12.6K
|
219K
$8.35M
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
310+ 1.83% |
$11.6K - $12.5K
|
17.2K
$658K
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
304+ 3.13% |
$11.4K - $12.3K
|
10K
$382K
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
285+ 0.37% |
$10.7K - $11.5K
|
77.3K
$2.95M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
274+ 6.64% |
$10.3K - $11.1K
|
4.4K
$168K
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
258+ 0.35% |
$9.69K - $10.4K
|
73.1K
$2.79M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
252+ 1.19% |
$9.46K - $10.2K
|
21.5K
$820K
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
250+ 2.25% |
$9.39K - $10.1K
|
11.4K
$434K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
248+ 59.47% |
$9.31K - $10K
|
665
$25.4K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
224New |
$8.41K - $9.06K
|
224
$8.56K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
214+ 2.3% |
$8.04K - $8.65K
|
9.52K
$364K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
203+ 0.52% |
$7.62K - $8.21K
|
38.9K
$1.49M
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
194+ 0.86% |
$7.28K - $7.84K
|
22.8K
$872K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
181+ 2.65% |
$6.8K - $7.32K
|
7K
$267K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
177New |
$6.65K - $7.16K
|
177
$6.76K
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
168+ 0.91% |
$6.31K - $6.79K
|
18.7K
$712K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
167+ 0.54% |
$6.27K - $6.75K
|
30.9K
$1.18M
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
161+ 0.49% |
$6.05K - $6.51K
|
33.3K
$1.27M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
154+ 4.02% |
$5.78K - $6.23K
|
3.99K
$152K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144+ 423.53% |
$5.41K - $5.82K
|
178
$6.8K
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
141+ 1.06% |
$5.29K - $5.7K
|
13.5K
$515K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
138+ 114.05% |
$5.18K - $5.58K
|
259
$9.89K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
128+ 1.49% |
$4.81K - $5.18K
|
8.71K
$333K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
126+ 600.0% |
$4.73K - $5.09K
|
147
$5.62K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
125+ 5.76% |
$4.69K - $5.05K
|
2.3K
$87.7K
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
123+ 1.32% |
$4.62K - $4.97K
|
9.45K
$361K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.97% |
$4.06K - $4.37K
|
11.3K
$430K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
104+ 0.21% |
$3.91K - $4.2K
|
49.1K
$1.88M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 2.02% |
$3.79K - $4.08K
|
5.09K
$195K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
101+ 8.05% |
$3.79K - $4.08K
|
1.36K
$51.8K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
97+ 0.02% |
$3.64K - $3.92K
|
450K
$17.2M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
94New |
$3.53K - $3.8K
|
94
$3.59K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
93+ 0.82% |
$3.49K - $3.76K
|
11.5K
$437K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
91New |
$3.42K - $3.68K
|
91
$3.48K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 163.64% |
$3.38K - $3.64K
|
145
$5.54K
|