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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-23- 34.85% |
$1.01K - $1.18K
|
43
$1.76K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-30.4KClosed |
$1.34M - $1.56M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-247KClosed |
$10.8M - $12.7M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.36KClosed |
$324K - $378K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-107KClosed |
$4.69M - $5.47M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-938Closed |
$41.3K - $48.1K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-373KClosed |
$16.4M - $19.2M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5.99KClosed |
$263K - $307K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.36KClosed |
$192K - $224K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.1KNew |
$224K - $262K
|
5.1K
$209K
|
|
| Q4 2021 | |||||||
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
38New |
$1.7K - $1.97K
|
38
$1.56K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-700- 73.68% |
$31.2K - $36.3K
|
250
$10.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
18New |
$803 - $933
|
18
$737
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.94KClosed |
$310K - $360K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-67Closed |
$2.99K - $3.47K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
274New |
$12.2K - $14.2K
|
274
$11.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-90Closed |
$4.02K - $4.66K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
99New |
$4.42K - $5.13K
|
99
$4.05K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-7.28KClosed |
$325K - $377K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
400+ 8.6% |
$17.8K - $20.7K
|
5.05K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-50KClosed |
$2.23M - $2.59M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
6New |
$268 - $311
|
6
$246
|
|
|
Feb 10, 2022
Q4 2021
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-30Closed |
$1.34K - $1.55K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$6.69K - $7.77K
|
150
$6.14K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
107New |
$4.77K - $5.54K
|
107
$4.38K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-540Closed |
$24.1K - $28K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-10.8KClosed |
$480K - $557K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-88.7KClosed |
$3.96M - $4.59M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.92K- 96.05% |
$130K - $151K
|
120
$4.91K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2.79KClosed |
$124K - $144K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.76KClosed |
$257K - $298K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-109Closed |
$4.86K - $5.65K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-633Closed |
$28.2K - $32.8K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.89KClosed |
$84.1K - $97.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-92Closed |
$4.11K - $4.77K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
13.4KNew |
$597K - $693K
|
13.4K
$548K
|
|
| Q3 2021 | |||||||
|
May 28, 2025
Q3 2021
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-17.5KClosed |
$779K - $854K
|
0
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
CALL |
1KNew |
$44.5K - $48.7K
|
1K
$41K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-2K- 90.91% |
$88.9K - $97.5K
|
200
$8.19K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-278Closed |
$12.4K - $13.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.2KClosed |
$97.9K - $107K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-15.4KClosed |
$685K - $750K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-158Closed |
$7.02K - $7.7K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
CALL |
300New |
$13.3K - $14.6K
|
300
$12.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-43.6KClosed |
$1.94M - $2.13M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9New |
$400 - $439
|
9
$369
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-41Closed |
$1.82K - $2K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-192KClosed |
$8.53M - $9.35M
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-8.23KClosed |
$366K - $401K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7.81KClosed |
$313K - $357K
|
0
$0
|
|