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 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
7.82KNew |
$313K - $354K
|
7.82K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
762+ 6.86% |
$30.5K - $34.5K
|
11.9K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
658+ 1.44% |
$26.4K - $29.7K
|
46.2K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.67K+ 24.42% |
$107K - $121K
|
13.6K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-136K- 44.54% |
$5.46M - $6.17M
|
170K
$7.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
131+ 2.26% |
$5.25K - $5.92K
|
5.92K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.14K+ 37.15% |
$286K - $323K
|
26.4K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-211- 1.06% |
$8.45K - $9.54K
|
19.7K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 8.41% |
$936K - $1.06M
|
301K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-99.3K- 69.92% |
$3.98M - $4.49M
|
42.7K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12+ 0.55% |
$481 - $543
|
2.2K
$92.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.28K- 7.35% |
$51.2K - $57.7K
|
16.1K
$675K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.93K+ 35.56% |
$278K - $313K
|
26.4K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-260- 0.41% |
$10.4K - $11.8K
|
62.9K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
5.13KNew |
$206K - $232K
|
5.13K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 1.06% |
$801 - $904
|
1.86K
$78K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.72% |
$200 - $226
|
701
$29.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
327KNew |
$13.1M - $14.8M
|
327K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.49K+ 5.77% |
$59.5K - $67.1K
|
27.2K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.4K+ 15.55% |
$617K - $697K
|
114K
$4.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-95K- 12.08% |
$3.81M - $4.29M
|
692K
$29M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
213K+ 80.81% |
$8.54M - $9.63M
|
477K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.33K- 10.33% |
$53.2K - $60K
|
11.5K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.16K+ 26.34% |
$207K - $233K
|
24.7K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
287K+ 1340.17% |
$11.5M - $13M
|
308K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
839+ 0.18% |
$33.6K - $37.9K
|
469K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-78.1K- 14.43% |
$3.13M - $3.53M
|
463K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17New |
$681 - $769
|
17
$713
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.2K+ 18.19% |
$928K - $1.05M
|
151K
$6.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
124New |
$4.97K - $5.61K
|
124
$5.2K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-986- 0.94% |
$39.5K - $44.6K
|
104K
$4.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-223K- 90.74% |
$8.93M - $10.1M
|
22.7K
$954K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.95KNew |
$399K - $450K
|
9.95K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.95K- 4.64% |
$78.1K - $88.2K
|
40.1K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-391- 4.0% |
$15.7K - $17.7K
|
9.37K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-26- 5.37% |
$1.04K - $1.18K
|
458
$19.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.26K- 0.59% |
$50.3K - $56.8K
|
213K
$8.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.1KNew |
$405K - $457K
|
10.1K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
654New |
$26.2K - $29.6K
|
654
$27.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-136K- 38.03% |
$5.45M - $6.15M
|
222K
$9.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.5K+ 26.39% |
$900K - $1.02M
|
108K
$4.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.09K+ 25.97% |
$83.6K - $94.4K
|
10.1K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
282New |
$11.3K - $12.7K
|
282
$11.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.25MNew |
$50.2M - $56.7M
|
1.25M
$52.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.76K+ 3.9% |
$351K - $396K
|
233K
$9.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.95KNew |
$198K - $224K
|
4.95K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
91+ 1.01% |
$3.65K - $4.11K
|
9.06K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 5.04% |
$67.9K - $76.6K
|
31.9K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.97K- 25.04% |
$199K - $225K
|
14.9K
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-138- 2.62% |
$5.53K - $6.24K
|
5.13K
$215K
|