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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
150+ 11.05% |
$5.71K - $6.8K
|
1.51K
$63.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
600New |
$22.8K - $27.2K
|
600
$25.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-11.7K- 16.93% |
$443K - $529K
|
57.2K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
5.22KNew |
$198K - $237K
|
5.22K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.26M+ 384.36% |
$48.1M - $57.4M
|
1.59M
$66.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.7K+ 4.54% |
$1.28M - $1.53M
|
776K
$32.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
125New |
$4.76K - $5.67K
|
125
$5.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
88New |
$3.35K - $3.99K
|
88
$3.69K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.12KNew |
$195K - $232K
|
5.12K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.13KNew |
$195K - $233K
|
5.13K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.6KNew |
$554K - $661K
|
14.6K
$611K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.77KNew |
$182K - $217K
|
4.77K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
863+ 3.55% |
$32.8K - $39.1K
|
25.2K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-263- 0.29% |
$10K - $11.9K
|
91.8K
$3.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.6KNew |
$706K - $842K
|
18.6K
$779K
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
202KNew |
$7.68M - $9.16M
|
202K
$8.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.77KNew |
$143K - $171K
|
3.77K
$158K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 20.58% |
$42.6K - $50.8K
|
6.56K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
106KNew |
$4.05M - $4.83M
|
106K
$4.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
10.5KNew |
$401K - $478K
|
10.5K
$442K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.75M+ 6.39% |
$66.6M - $79.4M
|
29.1M
$1.22B
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.69KNew |
$330K - $394K
|
8.69K
$365K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
64KNew |
$2.44M - $2.9M
|
64K
$2.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.89KNew |
$110K - $131K
|
2.89K
$121K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
962+ 69.66% |
$36.6K - $43.6K
|
2.34K
$98.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
301New |
$11.5K - $13.7K
|
301
$12.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$177K - $211K
|
4.66K
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-699- 11.09% |
$26.6K - $31.7K
|
5.6K
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
338New |
$12.9K - $15.3K
|
338
$14.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
506+ 63.73% |
$19.2K - $23K
|
1.3K
$54.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 57.73% |
$2.13K - $2.54K
|
41
$1.72K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
114KNew |
$4.32M - $5.15M
|
114K
$4.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
118New |
$4.49K - $5.35K
|
118
$4.95K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.5KNew |
$285K - $340K
|
7.5K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.67K+ 5.06% |
$140K - $166K
|
76.2K
$3.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-235- 12.34% |
$8.94K - $10.7K
|
1.67K
$70K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.78KNew |
$182K - $217K
|
4.78K
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-532- 2.79% |
$20.2K - $24.1K
|
18.5K
$777K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-193- 58.66% |
$7.34K - $8.75K
|
136
$5.71K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.56K- 67.74% |
$59.4K - $70.9K
|
744
$31.2K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.3K+ 47.36% |
$392K - $468K
|
32.1K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
370New |
$14.1K - $16.8K
|
370
$15.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
69New |
$2.62K - $3.13K
|
69
$2.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
94New |
$3.58K - $4.26K
|
94
$3.95K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40- 22.86% |
$1.52K - $1.81K
|
135
$5.67K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-38- 19.69% |
$1.36K - $1.49K
|
155
$6.51K
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.63KNew |
$273K - $299K
|
7.63K
$320K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.13% |
$71.5 - $78.4
|
179
$7.51K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
12KNew |
$428K - $470K
|
12K
$503K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
193New |
$6.9K - $7.57K
|
193
$8.1K
|
|