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 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17KNew |
$575K - $672K
|
17K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
31.5KNew |
$1.06M - $1.24M
|
31.5K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.11K+ 1.44% |
$105K - $123K
|
219K
$9.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-10.3K- 7.23% |
$349K - $408K
|
133K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
83New |
$2.8K - $3.28K
|
83
$3.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
584KNew |
$19.7M - $23.1M
|
584K
$24.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.18KNew |
$276K - $323K
|
8.18K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
7.38KNew |
$249K - $291K
|
7.38K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$946 - $1.11K
|
56
$2.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8+ 7.84% |
$270 - $316
|
110
$4.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
106New |
$3.58K - $4.18K
|
106
$4.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-136- 1.47% |
$4.59K - $5.37K
|
9.13K
$386K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
87New |
$2.94K - $3.43K
|
87
$3.67K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
13.4K+ 7.2% |
$453K - $529K
|
200K
$8.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Tiff Advisory Services Inc
|
SELL
|
- |
-188K- 72.27% |
$6.36M - $7.44M
|
72.3K
$3.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
47.5KNew |
$1.6M - $1.87M
|
47.5K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.17KNew |
$73.3K - $85.6K
|
2.17K
$91.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.43KNew |
$217K - $254K
|
6.43K
$272K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.71KNew |
$159K - $186K
|
4.71K
$199K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-450- 75.0% |
$15.2K - $17.8K
|
150
$6.33K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.14K- 11.62% |
$38.6K - $45.1K
|
8.68K
$367K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4- 26.67% |
$135 - $158
|
11
$465
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
52New |
$1.76K - $2.05K
|
52
$2.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
408New |
$13.8K - $16.1K
|
408
$17.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.74K+ 21.0% |
$58.8K - $68.7K
|
10K
$423K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.52KNew |
$186K - $218K
|
5.52K
$233K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-67.2K- 92.0% |
$2.27M - $2.65M
|
5.84K
$247K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$15.2K - $17.8K
|
450
$19K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10Closed |
$338 - $395
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-34.8K- 85.6% |
$1.18M - $1.37M
|
5.86K
$247K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 1.29% |
$101 - $118
|
235
$9.92K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.81KNew |
$61.2K - $71.6K
|
1.81K
$76.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
550KNew |
$18.6M - $21.7M
|
550K
$23.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
9.94KNew |
$336K - $392K
|
9.94K
$420K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
125New |
$4.22K - $4.93K
|
125
$5.28K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8New |
$270 - $316
|
8
$338
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140+ 56.91% |
$4.73K - $5.53K
|
386
$16.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-3.03K- 13.88% |
$102K - $120K
|
18.8K
$794K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33New |
$1.11K - $1.3K
|
33
$1.39K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.38K - $3.95K
|
100
$4.22K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-6.12K- 6.6% |
$207K - $242K
|
86.6K
$3.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
974New |
$32.9K - $38.4K
|
974
$41.1K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-10.7KClosed |
$361K - $422K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-178Closed |
$6.34K - $8.14K
|
0
$0
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-19Closed |
$677 - $869
|
0
$0
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-778- 9.14% |
$27.7K - $35.6K
|
7.73K
$327K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-104- 2.36% |
$3.71K - $4.76K
|
4.3K
$181K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$3.56K - $4.57K
|
100
$4.22K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-181K- 86.29% |
$6.46M - $8.3M
|
28.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.67K+ 19.11% |
$59.4K - $76.3K
|
10.4K
$439K
|
|