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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-6.35K- 19.28% |
$249K - $276K
|
26.6K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
128K+ 34.36% |
$5.03M - $5.58M
|
502K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.85% |
$118 - $131
|
355
$14.5K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
959KNew |
$37.6M - $41.8M
|
959K
$39.3M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-177- 1.24% |
$6.93K - $7.7K
|
14.1K
$578K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 18.67% |
$78.6K - $87.3K
|
12.7K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.9K+ 5.89% |
$74.4K - $82.7K
|
34.1K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
222New |
$8.7K - $9.66K
|
222
$9.09K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
6.4K+ 51.2% |
$251K - $279K
|
18.9K
$774K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-241- 1.72% |
$9.44K - $10.5K
|
13.8K
$565K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-789- 5.56% |
$30.9K - $34.3K
|
13.4K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
20.3K+ 10.62% |
$795K - $883K
|
211K
$8.65M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.4KNew |
$406K - $451K
|
10.4K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-44- 51.76% |
$1.72K - $1.91K
|
41
$1.68K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.51K+ 10.05% |
$177K - $196K
|
49.4K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
33+ 0.63% |
$1.29K - $1.44K
|
5.31K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.79K+ 12.04% |
$70.2K - $77.9K
|
16.7K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-400- 1.51% |
$15.7K - $17.4K
|
26.2K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
900New |
$35.3K - $39.2K
|
900
$36.9K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
98+ 32.78% |
$3.84K - $4.26K
|
397
$16.3K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
111New |
$4.35K - $4.83K
|
111
$4.55K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-206- 2.93% |
$8.07K - $8.97K
|
6.83K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
6.35K+ 31.43% |
$249K - $276K
|
26.6K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 12.06% |
$47K - $52.2K
|
8.75K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.15K- 1.51% |
$44.9K - $49.9K
|
74.9K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
670New |
$26.3K - $29.2K
|
670
$27.4K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12.9K- 67.96% |
$505K - $561K
|
6.08K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
79New |
$3.1K - $3.44K
|
79
$3.24K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.64KNew |
$221K - $245K
|
5.64K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
140New |
$5.49K - $6.09K
|
140
$5.73K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
39New |
$1.53K - $1.7K
|
39
$1.6K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.02KNew |
$197K - $219K
|
5.02K
$206K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-941- 7.9% |
$36.9K - $41K
|
11K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-850- 88.54% |
$33.3K - $37K
|
110
$4.5K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
266New |
$10.4K - $11.6K
|
266
$10.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-876- 15.15% |
$34.3K - $38.1K
|
4.91K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$198K - $219K
|
5.04K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
9.1KNew |
$356K - $396K
|
9.1K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-194- 62.18% |
$7.6K - $8.44K
|
118
$4.83K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
91New |
$3.57K - $3.96K
|
91
$3.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
67.5K+ 995.68% |
$2.65M - $2.94M
|
74.3K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$43.6K - $48.4K
|
1.11K
$45.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.16% |
$118 - $131
|
1.86K
$76.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.29K+ 26.01% |
$50.5K - $56.1K
|
6.25K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-42- 1.03% |
$1.65K - $1.83K
|
4.04K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.91K+ 6.11% |
$74.9K - $83.2K
|
33.2K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-602- 5.55% |
$23.6K - $26.2K
|
10.3K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-178- 3.18% |
$6.97K - $7.75K
|
5.42K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-90- 1.14% |
$3.53K - $3.92K
|
7.83K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23New |
$901 - $1K
|
23
$942
|
|