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 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1Closed |
$40.1 - $45.7
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-691Closed |
$27.7K - $31.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16New |
$642 - $732
|
16
$655
|
|
|
Aug 16, 2021
Q2 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
15.4KNew |
$618K - $704K
|
15.4K
$631K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
41.5KNew |
$1.67M - $1.9M
|
41.5K
$1.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-2.72MClosed |
$109M - $125M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-19Closed |
$762 - $869
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-65Closed |
$2.61K - $2.97K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.04KClosed |
$41.8K - $47.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-83Closed |
$3.33K - $3.8K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-6.82KClosed |
$274K - $312K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.04KClosed |
$81.7K - $93.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-585Closed |
$23.5K - $26.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
200New |
$8.02K - $9.15K
|
200
$8.19K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-265Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.29KClosed |
$252K - $288K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-518Closed |
$20.8K - $23.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-831- 84.45% |
$29.1K - $33.2K
|
153
$6.27K
|
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-123KClosed |
$4.3M - $4.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.65KClosed |
$198K - $225K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.94KClosed |
$208K - $237K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
930New |
$32.6K - $37.1K
|
930
$38.1K
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-46- 13.69% |
$1.61K - $1.84K
|
290
$11.9K
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-441Closed |
$15.5K - $17.6K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-81Closed |
$2.84K - $3.23K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.67KClosed |
$128K - $146K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-100Closed |
$3.51K - $3.99K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-11Closed |
$386 - $439
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-80Closed |
$2.8K - $3.19K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-8.72KClosed |
$306K - $348K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14Closed |
$491 - $559
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$1.75K - $2K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
First Pacific Financial
|
SELL
|
- |
-13.1KClosed |
$459K - $523K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-41Closed |
$1.44K - $1.64K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-33Closed |
$1.16K - $1.32K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-9Closed |
$316 - $359
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-573Closed |
$20.1K - $22.9K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-103Closed |
$3.61K - $4.11K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9.27KClosed |
$325K - $370K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-835Closed |
$29.3K - $33.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-90- 1.41% |
$3.06K - $3.4K
|
6.28K
$257K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
36New |
$1.22K - $1.36K
|
36
$1.47K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-85Closed |
$2.89K - $3.21K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-78.3KClosed |
$2.66M - $2.96M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-41Closed |
$1.39K - $1.55K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-5.8KClosed |
$197K - $219K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-69Closed |
$2.34K - $2.61K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
6.8KNew |
$231K - $257K
|
6.8K
$278K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-147Closed |
$5K - $5.55K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Community Bank, N.A.
|
SELL
|
- |
-856Closed |
$29.1K - $32.3K
|
0
$0
|
|