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 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
955+ 8.19% |
$35.9K - $38.6K
|
12.6K
$529K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
84.7KNew |
$3.18M - $3.42M
|
84.7K
$3.56M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 163.64% |
$3.38K - $3.64K
|
145
$6.09K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
59+ 1.17% |
$2.22K - $2.39K
|
5.1K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-193- 0.71% |
$7.25K - $7.8K
|
27.1K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31New |
$1.16K - $1.25K
|
31
$1.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-146- 13.61% |
$5.48K - $5.9K
|
927
$38.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
377+ 1047.22% |
$14.2K - $15.2K
|
413
$17.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
12+ 3.18% |
$451 - $485
|
389
$16.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
914New |
$34.3K - $37K
|
914
$38.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
94New |
$3.53K - $3.8K
|
94
$3.95K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.69KNew |
$214K - $230K
|
5.69K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-15- 12.0% |
$563 - $606
|
110
$4.62K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
704New |
$26.4K - $28.5K
|
704
$29.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$203K - $218K
|
5.4K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-9.58K- 62.21% |
$360K - $387K
|
5.82K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-15.5K- 7.59% |
$582K - $627K
|
189K
$7.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 26.11% |
$155K - $167K
|
11.7K
$491K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-651- 5.89% |
$24.4K - $26.3K
|
10.4K
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.3% |
$37.6 - $40.4
|
78
$3.27K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
28.5KNew |
$1.07M - $1.15M
|
28.5K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
61.4KNew |
$2.31M - $2.48M
|
61.4K
$2.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
15.5KNew |
$582K - $626K
|
15.5K
$650K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-250- 1.08% |
$9.39K - $10.1K
|
23K
$964K
|
|
| Q4 2023 | |||||||
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
207KNew |
$6.66M - $8.37M
|
207K
$8.68M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.59KClosed |
$244K - $308K
|
0
$0
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.33KNew |
$42.9K - $54K
|
1.33K
$55.9K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
839New |
$27K - $34K
|
839
$35.2K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8.45KNew |
$272K - $342K
|
8.45K
$355K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
495+ 9900.0% |
$15.9K - $20K
|
500
$21K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
75New |
$2.41K - $3.04K
|
75
$3.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
54.7K+ 40.7% |
$1.76M - $2.22M
|
189K
$7.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.65KNew |
$85.3K - $107K
|
2.65K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
PUT |
-23.3K- 13.38% |
$750K - $944K
|
151K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
5.3KNew |
$171K - $215K
|
5.3K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
121New |
$3.89K - $4.9K
|
121
$5.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-51- 73.91% |
$1.64K - $2.07K
|
18
$755
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.2KNew |
$360K - $453K
|
11.2K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
74.6KNew |
$2.4M - $3.02M
|
74.6K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
45KNew |
$1.45M - $1.82M
|
45K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
17.6K+ 1385.68% |
$567K - $713K
|
18.9K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
589KNew |
$19M - $23.8M
|
589K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
265+ 197.76% |
$8.53K - $10.7K
|
399
$16.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
62New |
$2K - $2.51K
|
62
$2.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$3.22K - $4.05K
|
100
$4.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
123KNew |
$3.96M - $4.99M
|
123K
$5.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-45- 83.33% |
$1.45K - $1.82K
|
9
$378
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
910KNew |
$29.3M - $36.9M
|
910K
$38.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-942- 14.83% |
$30.3K - $38.2K
|
5.41K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-262- 84.52% |
$8.43K - $10.6K
|
48
$2.01K
|
|