Latest Institutional Transactions on Select Sector Spdr Tr Real Est (XLRE)
This table provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.61K- 53.56% |
$145K - $163K
|
3.13K
$127K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8New |
$320 - $362
|
8
$325
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15New |
$601 - $678
|
15
$610
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
38.7KNew |
$1.55M - $1.75M
|
38.7K
$1.57M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
270+ 4.09% |
$10.8K - $12.2K
|
6.86K
$279K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-30- 0.57% |
$1.2K - $1.36K
|
5.22K
$212K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1New |
$40.1 - $45.2
|
1
$40.7
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
312New |
$12.5K - $14.1K
|
312
$12.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.8K+ 10.3% |
$553K - $625K
|
148K
$6.02M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.7K- 15.65% |
$108K - $122K
|
14.6K
$592K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.19KNew |
$128K - $144K
|
3.19K
$130K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
16.8KNew |
$675K - $761K
|
16.8K
$685K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
649+ 2.58% |
$26K - $29.3K
|
25.8K
$1.05M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
112KNew |
$4.48M - $5.06M
|
112K
$4.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.32K+ 7.63% |
$173K - $195K
|
60.9K
$2.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
979+ 10.67% |
$39.2K - $44.3K
|
10.2K
$413K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
14.2KNew |
$570K - $643K
|
14.2K
$578K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-245- 61.25% |
$9.81K - $11.1K
|
155
$6.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-143K- 62.74% |
$5.73M - $6.47M
|
85K
$3.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
106KNew |
$4.23M - $4.77M
|
106K
$4.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.09K- 1.31% |
$204K - $230K
|
385K
$15.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
37.4KNew |
$1.5M - $1.69M
|
37.4K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16K- 67.21% |
$640K - $723K
|
7.8K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.4KNew |
$736K - $831K
|
18.4K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-59.3K- 18.45% |
$2.38M - $2.68M
|
262K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
18.7KNew |
$751K - $847K
|
18.7K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.36K- 28.63% |
$255K - $287K
|
15.8K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
648New |
$26K - $29.3K
|
648
$26.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
14.1K+ 7.75% |
$565K - $637K
|
196K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 17.96% |
$894K - $1.01M
|
102K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-420K- 70.32% |
$16.8M - $19M
|
177K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4K+ 0.5% |
$160K - $181K
|
800K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.7K- 43.62% |
$910K - $1.03M
|
29.4K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.86% |
$120 - $136
|
352
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 4.23% |
$120 - $136
|
74
$3.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
28.9K+ 6.29% |
$1.16M - $1.31M
|
489K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-32.2K- 85.09% |
$1.29M - $1.46M
|
5.65K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-422K- 2.1% |
$16.9M - $19.1M
|
19.7M
$800M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-124- 0.67% |
$4.97K - $5.61K
|
18.3K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
324KNew |
$13M - $14.7M
|
324K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.61KNew |
$225K - $253K
|
5.61K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.19K+ 14.59% |
$168K - $189K
|
32.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
106K+ 171.13% |
$4.26M - $4.8M
|
168K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-151K- 41.76% |
$6.07M - $6.85M
|
211K
$8.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.3K+ 5.51% |
$811K - $916K
|
388K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14KNew |
$562K - $634K
|
14K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.5K- 16.6% |
$783K - $883K
|
98.2K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
18.7K+ 1.63% |
$750K - $846K
|
1.17M
$47.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.42K+ 0.27% |
$137K - $155K
|
1.25M
$50.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.1K- 5.92% |
$43.9K - $49.6K
|
17.4K
$709K
|