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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.02KNew |
$197K - $219K
|
5.02K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
4.7K+ 11.25% |
$184K - $205K
|
46.5K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.51K+ 10.05% |
$177K - $196K
|
49.4K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
4.44KNew |
$174K - $193K
|
4.44K
$188K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.61K+ 161.45% |
$141K - $157K
|
5.85K
$248K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.5K+ 7.4% |
$137K - $152K
|
50.7K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.39KNew |
$133K - $148K
|
3.39K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4K+ 735.89% |
$94K - $104K
|
2.73K
$115K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 18.67% |
$78.6K - $87.3K
|
12.7K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.91K+ 6.11% |
$74.9K - $83.2K
|
33.2K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.9K+ 5.89% |
$74.4K - $82.7K
|
34.1K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.79K+ 12.04% |
$70.2K - $77.9K
|
16.7K
$706K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$68.6K - $76.2K
|
1.75K
$74.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.29K+ 26.01% |
$50.5K - $56.1K
|
6.25K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.28K+ 0.43% |
$50.1K - $55.7K
|
295K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$43.6K - $48.4K
|
1.11K
$47.1K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
938+ 35.83% |
$36.8K - $40.8K
|
3.56K
$151K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
927+ 307.97% |
$36.3K - $40.3K
|
1.23K
$52K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
900New |
$35.3K - $39.2K
|
900
$38.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
820New |
$32.1K - $35.7K
|
820
$34.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
672+ 76.45% |
$26.3K - $29.2K
|
1.55K
$65.7K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
670New |
$26.3K - $29.2K
|
670
$28.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
524New |
$20.5K - $22.8K
|
524
$22.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
507+ 298.24% |
$19.9K - $22.1K
|
677
$28.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
400+ 23.12% |
$15.7K - $17.4K
|
2.13K
$90.2K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
266New |
$10.4K - $11.6K
|
266
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
222New |
$8.7K - $9.66K
|
222
$9.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
208+ 770.37% |
$8.15K - $9.05K
|
235
$9.95K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
207+ 52.94% |
$8.11K - $9.01K
|
598
$25.3K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 1.59% |
$7.84K - $8.7K
|
12.8K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
171New |
$6.7K - $7.44K
|
171
$7.24K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
140New |
$5.49K - $6.09K
|
140
$5.93K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
111New |
$4.35K - $4.83K
|
111
$4.7K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
98+ 32.78% |
$3.84K - $4.26K
|
397
$16.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
91New |
$3.57K - $3.96K
|
91
$3.85K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
88New |
$3.45K - $3.83K
|
88
$3.73K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
79New |
$3.1K - $3.44K
|
79
$3.35K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
56+ 0.34% |
$2.19K - $2.44K
|
16.5K
$700K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
45New |
$1.76K - $1.96K
|
45
$1.91K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
39New |
$1.53K - $1.7K
|
39
$1.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
36New |
$1.41K - $1.57K
|
36
$1.52K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
33+ 0.63% |
$1.29K - $1.44K
|
5.31K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23New |
$901 - $1K
|
23
$974
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14New |
$549 - $609
|
14
$593
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
13New |
$509 - $566
|
13
$551
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6+ 0.58% |
$235 - $261
|
1.04K
$44K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5New |
$196 - $218
|
5
$212
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$157 - $174
|
6.51K
$276K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$157 - $174
|
4
$169
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.85% |
$118 - $131
|
355
$15K
|