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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
6.13K+ 80.97% |
$197K - $248K
|
13.7K
$524K
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.93KNew |
$191K - $240K
|
5.93K
$226K
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5.82KNew |
$187K - $236K
|
5.82K
$222K
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.7KNew |
$183K - $231K
|
5.7K
$218K
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.49KNew |
$177K - $222K
|
5.49K
$210K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.4KNew |
$174K - $219K
|
5.4K
$206K
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
5.3KNew |
$171K - $215K
|
5.3K
$202K
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.17KNew |
$167K - $210K
|
5.17K
$198K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.01KNew |
$97K - $122K
|
3.01K
$115K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.74K+ 11.37% |
$88.3K - $111K
|
26.9K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.65KNew |
$85.3K - $107K
|
2.65K
$101K
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.84KNew |
$59.1K - $74.3K
|
1.84K
$70.1K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.01KNew |
$32.4K - $40.7K
|
1.01K
$38.4K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
997+ 94.95% |
$32.1K - $40.4K
|
2.05K
$78.2K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
884+ 6.96% |
$28.5K - $35.8K
|
13.6K
$519K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
619New |
$19.9K - $25.1K
|
619
$23.6K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
543New |
$17.5K - $22K
|
543
$20.7K
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
502New |
$16.2K - $20.3K
|
502
$19.2K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
500+ 125.0% |
$16.1K - $20.3K
|
900
$34.4K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
495+ 9900.0% |
$15.9K - $20K
|
500
$19.1K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
362New |
$11.7K - $14.7K
|
362
$13.8K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
288New |
$9.27K - $11.7K
|
288
$11K
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
281+ 0.5% |
$9.05K - $11.4K
|
56K
$2.14M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
275New |
$8.85K - $11.1K
|
275
$10.5K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
265+ 197.76% |
$8.53K - $10.7K
|
399
$15.2K
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
196+ 2.15% |
$6.31K - $7.94K
|
9.29K
$355K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
193New |
$6.21K - $7.82K
|
193
$7.37K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
169New |
$5.44K - $6.84K
|
169
$6.46K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
167+ 1.75% |
$5.38K - $6.76K
|
9.72K
$371K
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
148New |
$4.76K - $5.99K
|
148
$5.65K
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
135+ 0.3% |
$4.35K - $5.47K
|
44.5K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
121New |
$3.89K - $4.9K
|
121
$4.62K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$3.22K - $4.05K
|
100
$3.82K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
100+ 66.67% |
$3.22K - $4.05K
|
250
$9.55K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
96+ 240.0% |
$3.09K - $3.89K
|
136
$5.2K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
75New |
$2.41K - $3.04K
|
75
$2.87K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
62New |
$2K - $2.51K
|
62
$2.37K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
37New |
$1.19K - $1.5K
|
37
$1.41K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
16New |
$515 - $648
|
16
$611
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$515 - $648
|
16
$611
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
11New |
$354 - $446
|
11
$420
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
7+ 0.01% |
$225 - $284
|
121K
$4.61M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 175.0% |
$225 - $284
|
11
$420
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.88% |
$32.2 - $40.5
|
115
$4.39K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$32.2 - $40.5
|
5.96K
$228K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.75% |
$32.2 - $40.5
|
134
$5.12K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
226KNew |
$7.58M - $8.79M
|
226K
$8.62M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
152KNew |
$5.12M - $5.94M
|
152K
$5.82M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
49.6KNew |
$1.67M - $1.93M
|
49.6K
$1.9M
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
33K+ 29.73% |
$1.11M - $1.29M
|
144K
$5.5M
|