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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3K- 6.54% |
$120K - $136K
|
42.9K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.53K+ 17.9% |
$141K - $160K
|
23.2K
$976K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
50.4KNew |
$2.02M - $2.28M
|
50.4K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
12.3K+ 183.8% |
$492K - $555K
|
19K
$796K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.51K+ 4.58% |
$60.5K - $68.3K
|
34.5K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
14.8K+ 143.49% |
$594K - $670K
|
25.2K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13New |
$521 - $588
|
13
$546
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.51K- 3.37% |
$101K - $113K
|
71.9K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
6.38KNew |
$256K - $289K
|
6.38K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-78K- 91.67% |
$3.12M - $3.53M
|
7.09K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-34.7K- 12.92% |
$1.39M - $1.57M
|
234K
$9.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3+ 0.01% |
$120 - $136
|
22.6K
$950K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-294K- 35.91% |
$11.8M - $13.3M
|
525K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.24K+ 440.56% |
$370K - $418K
|
11.3K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-445- 5.54% |
$17.8K - $20.1K
|
7.58K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.4K+ 1.23% |
$2.14M - $2.42M
|
4.39M
$184M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17K- 1.81% |
$682K - $770K
|
923K
$38.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
241+ 1.75% |
$9.65K - $10.9K
|
14K
$589K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.01K- 96.48% |
$160K - $181K
|
146
$6.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-19.5K- 55.48% |
$781K - $881K
|
15.6K
$656K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
623K+ 8902.97% |
$25M - $28.2M
|
630K
$26.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
150+ 4.98% |
$6.01K - $6.78K
|
3.16K
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-290- 90.63% |
$11.6K - $13.1K
|
30
$1.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29K+ 14.62% |
$1.16M - $1.31M
|
228K
$9.55M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.45K+ 19.68% |
$298K - $337K
|
45.3K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.22K+ 43.56% |
$249K - $281K
|
20.5K
$860K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-115- 0.6% |
$4.61K - $5.2K
|
19.1K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.02K- 6.82% |
$81K - $91.4K
|
27.6K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-320- 4.38% |
$12.8K - $14.5K
|
6.99K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
219+ 0.91% |
$8.77K - $9.9K
|
24.3K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 2.69% |
$1.4K - $1.58K
|
1.27K
$53.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-93- 32.07% |
$3.73K - $4.2K
|
197
$8.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
550+ 4.52% |
$22K - $24.9K
|
12.7K
$534K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.83K- 5.02% |
$73.3K - $82.7K
|
34.6K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
98New |
$3.93K - $4.43K
|
98
$4.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.8K+ 41.04% |
$1.03M - $1.17M
|
88.8K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9K+ 7.06% |
$557K - $629K
|
211K
$8.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.14K- 18.86% |
$166K - $187K
|
17.8K
$747K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
561+ 0.73% |
$22.5K - $25.4K
|
77.4K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-19.6K- 36.42% |
$786K - $887K
|
34.2K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.37K+ 45.49% |
$255K - $288K
|
20.4K
$855K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.3K+ 22.61% |
$2.38M - $2.68M
|
322K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
92New |
$3.69K - $4.16K
|
92
$3.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
244KNew |
$9.76M - $11M
|
244K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 1.9% |
$441 - $497
|
567
$23.8K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
768+ 0.9% |
$30.8K - $34.7K
|
85.6K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.14K+ 40.78% |
$326K - $368K
|
28.1K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
23.2KNew |
$931K - $1.05M
|
23.2K
$975K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
4.83KNew |
$193K - $218K
|
4.83K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-222- 86.72% |
$8.89K - $10K
|
34
$1.43K
|