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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-887- 94.26% |
$34.5K - $44.9K
|
54
$2.21K
|
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.01K- 26.63% |
$78.1K - $102K
|
5.54K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-32.3KClosed |
$1.26M - $1.64M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-620Closed |
$24.1K - $31.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.66K- 28.78% |
$103K - $134K
|
6.58K
$269K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 23.08% |
$117 - $152
|
10
$410
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.38KNew |
$209K - $272K
|
5.38K
$220K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 0.7% |
$2.68K - $3.49K
|
9.94K
$407K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.24KClosed |
$359K - $468K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.12KNew |
$199K - $259K
|
5.12K
$210K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.48K+ 29.83% |
$96.2K - $125K
|
10.8K
$441K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.17KClosed |
$201K - $262K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-10.1KClosed |
$391K - $510K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-9.52KClosed |
$370K - $482K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.48KClosed |
$174K - $227K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-737Closed |
$28.6K - $37.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-216K- 97.3% |
$8.4M - $10.9M
|
6K
$246K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-845Closed |
$32.8K - $42.8K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
878+ 36.09% |
$34.1K - $44.4K
|
3.31K
$136K
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-5.88KClosed |
$229K - $298K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-17.8KClosed |
$693K - $902K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.21K- 21.73% |
$202K - $263K
|
18.8K
$768K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
53.9KNew |
$2.09M - $2.73M
|
53.9K
$2.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-32.1KClosed |
$1.25M - $1.63M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
193New |
$7.5K - $9.77K
|
193
$7.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-108- 0.18% |
$4.2K - $5.46K
|
61.6K
$2.52M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
39.6KNew |
$1.54M - $2.01M
|
39.6K
$1.62M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
982+ 4.86% |
$38.2K - $49.7K
|
21.2K
$868K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
307New |
$11.9K - $15.5K
|
307
$12.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-54.8KClosed |
$2.13M - $2.78M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-4.67KClosed |
$181K - $236K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
969New |
$37.6K - $49K
|
969
$39.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.74KClosed |
$184K - $240K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-113Closed |
$4.39K - $5.72K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-169- 44.95% |
$6.57K - $8.55K
|
207
$8.48K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
400+ 1.05% |
$15.5K - $20.2K
|
38.6K
$1.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
50.1KNew |
$1.95M - $2.54M
|
50.1K
$2.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
182New |
$7.07K - $9.21K
|
182
$7.45K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-2.07KClosed |
$80.2K - $104K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.07KClosed |
$80.2K - $104K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.74KClosed |
$184K - $240K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
14New |
$544 - $708
|
14
$573
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
3New |
$117 - $152
|
3
$123
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-708- 0.5% |
$27.5K - $35.8K
|
140K
$5.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-26.6KClosed |
$1.03M - $1.34M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-74.5K- 93.3% |
$2.9M - $3.77M
|
5.35K
$219K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-6.94KClosed |
$270K - $351K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-263Closed |
$10.2K - $13.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
122New |
$4.74K - $6.17K
|
122
$5K
|
|