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 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-5.4K- 22.21% |
$206K - $245K
|
18.9K
$775K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
242+ 88.0% |
$9.21K - $11K
|
517
$21.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-856- 14.64% |
$32.6K - $38.8K
|
4.99K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-7.5K- 6.09% |
$285K - $340K
|
116K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.91KNew |
$187K - $223K
|
4.91K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
42.9K+ 244.99% |
$1.63M - $1.95M
|
60.4K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.73KNew |
$218K - $260K
|
5.73K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.2K+ 98.12% |
$312K - $372K
|
16.5K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-40- 14.71% |
$1.52K - $1.81K
|
232
$9.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
80.9KNew |
$3.08M - $3.67M
|
80.9K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.68K- 34.73% |
$140K - $167K
|
6.91K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$414K - $493K
|
10.9K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-111K- 62.39% |
$4.22M - $5.03M
|
66.9K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
31.7KNew |
$1.21M - $1.44M
|
31.7K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
275New |
$10.5K - $12.5K
|
275
$11.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
55New |
$2.09K - $2.49K
|
55
$2.25K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
24.9KNew |
$945K - $1.13M
|
24.9K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
135KNew |
$5.15M - $6.14M
|
135K
$5.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.83K+ 2283.06% |
$108K - $128K
|
2.96K
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-77- 1.27% |
$2.93K - $3.49K
|
5.98K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20.2KNew |
$767K - $914K
|
20.2K
$825K
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
677New |
$25.8K - $30.7K
|
677
$27.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.67K+ 13.2% |
$101K - $121K
|
22.9K
$936K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
134New |
$5.1K - $6.08K
|
134
$5.49K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
198KNew |
$7.55M - $9M
|
198K
$8.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.66KNew |
$215K - $257K
|
5.66K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
246New |
$9.36K - $11.2K
|
246
$10.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.53KNew |
$172K - $205K
|
4.53K
$186K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
21.2KNew |
$806K - $961K
|
21.2K
$867K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
37.6KNew |
$1.43M - $1.71M
|
37.6K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.23K- 29.52% |
$84.8K - $101K
|
5.32K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-38- 14.84% |
$1.45K - $1.72K
|
218
$8.93K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-65- 1.12% |
$2.47K - $2.95K
|
5.75K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-248- 48.34% |
$9.43K - $11.2K
|
265
$10.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
404New |
$15.4K - $18.3K
|
404
$16.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14.1KNew |
$536K - $640K
|
14.1K
$577K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 3.98% |
$1.07K - $1.27K
|
732
$30K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.04K- 84.97% |
$39.6K - $47.2K
|
184
$7.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
88.3KNew |
$3.36M - $4.01M
|
88.3K
$3.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.27KNew |
$86.2K - $103K
|
2.27K
$92.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
528New |
$20.1K - $24K
|
528
$21.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
27KNew |
$1.03M - $1.22M
|
27K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
59New |
$2.24K - $2.68K
|
59
$2.42K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-30- 24.0% |
$1.14K - $1.36K
|
95
$3.89K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-55- 4.02% |
$2.09K - $2.49K
|
1.31K
$53.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
600New |
$22.8K - $27.2K
|
600
$24.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-11.7K- 16.93% |
$443K - $529K
|
57.2K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.26M+ 384.36% |
$48.1M - $57.4M
|
1.59M
$65.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.7K+ 4.54% |
$1.28M - $1.53M
|
776K
$31.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
125New |
$4.76K - $5.67K
|
125
$5.12K
|
|