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 09, 2018
Q1 2018
|
Founders Capital Management
|
SELL
|
- |
-121Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Oct 04, 2024
Q4 2017
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.6KNew |
N/A
|
6.6K
$277K
|
|
|
Feb 14, 2018
Q4 2017
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-6.42KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-73.4KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.1KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-51.9KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Mckinley Capital Management LLC
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-309Closed |
N/A
|
0
$0
|
|
|
Jan 23, 2018
Q4 2017
|
Baystate Wealth Management LLC
|
SELL
|
- |
-291Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2018
Q4 2017
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-8.14KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3New |
N/A
|
3
$126
|
|
|
Oct 05, 2017
Q3 2017
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2New |
N/A
|
2
$83.9
|
|
| Q1 2017 | |||||||
|
Jan 03, 2024
Q1 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
44+ 13.97% |
N/A
|
359
$15.1K
|
|
|
Dec 21, 2023
Q1 2017
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
| Q4 2016 | |||||||
|
Aug 21, 2019
Q4 2016
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
|
Jun 20, 2018
Q4 2016
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-65KClosed |
N/A
|
0
$0
|
|