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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
198KNew |
$7.55M - $9M
|
198K
$8.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.59K+ 20.99% |
$60.5K - $72.2K
|
9.17K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-307- 13.19% |
$11.7K - $13.9K
|
2.02K
$84.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 159.6% |
$262K - $312K
|
11.2K
$470K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.66KNew |
$215K - $257K
|
5.66K
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 17.62% |
$66.7K - $79.5K
|
11.7K
$491K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
343KNew |
$13.1M - $15.6M
|
343K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
4.82K+ 35.47% |
$183K - $219K
|
18.4K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-325- 1.26% |
$12.4K - $14.7K
|
25.4K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
18.6K+ 69.57% |
$707K - $844K
|
45.3K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
246New |
$9.36K - $11.2K
|
246
$10.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.53KNew |
$172K - $205K
|
4.53K
$190K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
72+ 1440.0% |
$2.74K - $3.27K
|
77
$3.23K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
21.2KNew |
$806K - $961K
|
21.2K
$889K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
37.6KNew |
$1.43M - $1.71M
|
37.6K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.88K- 11.61% |
$71.4K - $85.1K
|
14.3K
$600K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.73KNew |
$332K - $396K
|
8.73K
$366K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.19K+ 5.42% |
$121K - $145K
|
62.1K
$2.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
18.4KNew |
$701K - $836K
|
18.4K
$773K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5.25KNew |
$200K - $238K
|
5.25K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.23K- 29.52% |
$84.8K - $101K
|
5.32K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
299+ 5.04% |
$11.4K - $13.6K
|
6.23K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
585+ 7.42% |
$22.3K - $26.5K
|
8.47K
$356K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
8.47KNew |
$322K - $384K
|
8.47K
$356K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-38- 14.84% |
$1.45K - $1.72K
|
218
$9.15K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-65- 1.12% |
$2.47K - $2.95K
|
5.75K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-248- 48.34% |
$9.43K - $11.2K
|
265
$11.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
404New |
$15.4K - $18.3K
|
404
$17K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14.1KNew |
$536K - $640K
|
14.1K
$592K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.93% |
$1.9K - $2.27K
|
5.33K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.37K- 9.27% |
$52.1K - $62.1K
|
13.4K
$563K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 3.98% |
$1.07K - $1.27K
|
732
$30.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
19.4K+ 16.67% |
$737K - $879K
|
136K
$5.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.1K+ 21.16% |
$2.14M - $2.55M
|
321K
$13.5M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.37K+ 5.54% |
$52.1K - $62.1K
|
26.1K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
107KNew |
$4.05M - $4.84M
|
107K
$4.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
107KNew |
$4.05M - $4.84M
|
107K
$4.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 818.38% |
$57.6K - $68.7K
|
1.7K
$71.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.04K- 84.97% |
$39.6K - $47.2K
|
184
$7.72K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
88.3KNew |
$3.36M - $4.01M
|
88.3K
$3.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
242KNew |
$9.21M - $11M
|
242K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.27KNew |
$86.2K - $103K
|
2.27K
$95.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
528New |
$20.1K - $24K
|
528
$22.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
27KNew |
$1.03M - $1.22M
|
27K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
123K+ 1104.43% |
$4.68M - $5.58M
|
134K
$5.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.7KNew |
$713K - $850K
|
18.7K
$787K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
59New |
$2.24K - $2.68K
|
59
$2.48K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-30- 24.0% |
$1.14K - $1.36K
|
95
$3.99K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-55- 4.02% |
$2.09K - $2.49K
|
1.31K
$55.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 64.71% |
$418 - $499
|
6
$252
|