Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.93K- 35.37% |
$132K - $153K
|
7.19K
$302K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.76K- 20.03% |
$126K - $147K
|
15K
$632K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.24K- 19.83% |
$109K - $126K
|
13.1K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.45K- 5.36% |
$48.8K - $56.5K
|
25.6K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.31K- 30.99% |
$44.1K - $51.2K
|
2.92K
$123K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-823- 9.87% |
$27.7K - $32.1K
|
7.51K
$316K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-532- 4.93% |
$17.9K - $20.7K
|
10.3K
$432K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-329- 3.51% |
$11.1K - $12.8K
|
9.05K
$381K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-250- 23.79% |
$8.4K - $9.74K
|
801
$33.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 36.84% |
$5.88K - $6.82K
|
300
$12.6K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-63.9K- 45.03% |
$2.25M - $2.41M
|
78K
$3.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-32.6K- 49.68% |
$1.15M - $1.23M
|
33K
$1.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-27.6K- 79.77% |
$970K - $1.04M
|
6.99K
$294K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.97K- 20.3% |
$245K - $263K
|
27.4K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4.46K- 98.26% |
$157K - $168K
|
79
$3.32K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.3K- 2.27% |
$45.7K - $49K
|
55.9K
$2.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.02K- 62.01% |
$35.9K - $38.5K
|
625
$26.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.02K- 9.79% |
$35.8K - $38.4K
|
9.37K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-806- 1.31% |
$28.4K - $30.4K
|
60.7K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-364- 79.13% |
$12.8K - $13.7K
|
96
$4.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-268- 3.7% |
$9.44K - $10.1K
|
6.97K
$293K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-263- 1.08% |
$9.26K - $9.93K
|
24.1K
$1.01M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-221- 72.94% |
$7.78K - $8.34K
|
82
$3.45K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-69- 3.26% |
$2.43K - $2.6K
|
2.05K
$86.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-64- 41.29% |
$2.25K - $2.42K
|
91
$3.83K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-32- 25.4% |
$1.13K - $1.21K
|
94
$3.95K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$246 - $264
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-671K- 92.26% |
$23.2M - $28.1M
|
56.3K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-186K- 65.09% |
$6.44M - $7.78M
|
99.7K
$4.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-34.5K- 42.25% |
$1.2M - $1.44M
|
47.2K
$1.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.18K- 16.28% |
$75.5K - $91.2K
|
11.2K
$472K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-701- 67.21% |
$24.3K - $29.3K
|
342
$14.4K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-481- 4.76% |
$16.7K - $20.1K
|
9.62K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-417- 7.05% |
$14.4K - $17.4K
|
5.5K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-405- 80.2% |
$14K - $16.9K
|
100
$4.21K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-313Closed |
$10.8K - $13.1K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 26.46% |
$3.46K - $4.18K
|
278
$11.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-22- 34.92% |
$762 - $920
|
41
$1.72K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20- 42.55% |
$692 - $837
|
27
$1.14K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-2- 0.02% |
$69.2 - $83.7
|
8.52K
$358K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Tiff Advisory Services Inc
|
SELL
|
- |
-188K- 72.27% |
$6.36M - $7.44M
|
72.3K
$3.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-67.2K- 92.0% |
$2.27M - $2.65M
|
5.84K
$246K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-34.8K- 85.6% |
$1.18M - $1.37M
|
5.86K
$246K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-10.7KClosed |
$361K - $422K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-10.3K- 7.23% |
$349K - $408K
|
133K
$5.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-6.12K- 6.6% |
$207K - $242K
|
86.6K
$3.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-3.03K- 13.88% |
$102K - $120K
|
18.8K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.22K- 12.12% |
$41.1K - $48K
|
8.82K
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.14K- 11.62% |
$38.6K - $45.1K
|
8.68K
$365K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-450- 75.0% |
$15.2K - $17.8K
|
150
$6.31K
|
|