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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18New |
$721 - $814
|
18
$755
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 99.93% |
$408K - $461K
|
7
$294
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
154K+ 412.67% |
$6.16M - $6.95M
|
191K
$8.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 22.08% |
$163K - $184K
|
14.4K
$604K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 69.4% |
$428K - $483K
|
26.1K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
46.3KNew |
$1.86M - $2.09M
|
46.3K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.79K+ 31.26% |
$71.5K - $80.7K
|
7.5K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.93KNew |
$278K - $313K
|
6.93K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.13K+ 69.23% |
$246K - $277K
|
15K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19K- 71.76% |
$760K - $858K
|
7.47K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.4K- 0.53% |
$136K - $154K
|
633K
$26.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
17.5K+ 3.51% |
$701K - $791K
|
516K
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-16K- 3.91% |
$641K - $723K
|
393K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-126- 0.35% |
$5.05K - $5.7K
|
36.4K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-97.4K- 35.47% |
$3.9M - $4.4M
|
177K
$7.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.07K+ 1.86% |
$42.7K - $48.2K
|
58.3K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.3M- 44.45% |
$52.2M - $58.9M
|
1.63M
$68.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.09K+ 7.06% |
$124K - $140K
|
46.9K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
852+ 2.85% |
$34.1K - $38.5K
|
30.7K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-337- 25.55% |
$13.5K - $15.2K
|
982
$41.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.23K+ 2.61% |
$129K - $146K
|
127K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 0.3% |
$4.85K - $5.47K
|
40.3K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.5K+ 89.39% |
$861K - $971K
|
45.5K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.18K+ 1.96% |
$47.1K - $53.1K
|
61.1K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-77.9K- 70.93% |
$3.12M - $3.52M
|
31.9K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25.3K+ 30.62% |
$1.01M - $1.14M
|
108K
$4.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.27K- 8.56% |
$50.7K - $57.2K
|
13.5K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.04K- 2.42% |
$41.5K - $46.8K
|
41.8K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-7.12K- 3.7% |
$285K - $322K
|
185K
$7.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-8.25K- 2.36% |
$331K - $373K
|
342K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 15.24% |
$443K - $500K
|
61.5K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
374+ 1.55% |
$15K - $16.9K
|
24.5K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.08K- 33.92% |
$83.5K - $94.2K
|
4.06K
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18.4K- 2.28% |
$737K - $832K
|
788K
$33.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
122KNew |
$4.88M - $5.51M
|
122K
$5.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-18.5K- 4.12% |
$742K - $837K
|
431K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08M- 87.55% |
$43.1M - $48.7M
|
153K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-921- 13.37% |
$36.9K - $41.6K
|
5.97K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-43.6K- 43.59% |
$1.75M - $1.97M
|
56.4K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.67K- 12.7% |
$347K - $392K
|
59.6K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.02K+ 7183.93% |
$161K - $182K
|
4.08K
$171K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.53K+ 10.84% |
$342K - $386K
|
87.2K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
27+ 0.09% |
$1.08K - $1.22K
|
29.3K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-227- 0.95% |
$9.09K - $10.3K
|
23.7K
$996K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.86KNew |
$275K - $310K
|
6.86K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
438+ 1.84% |
$17.5K - $19.8K
|
24.3K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.16K+ 110.08% |
$247K - $278K
|
11.8K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
377+ 3.41% |
$15.1K - $17K
|
11.4K
$480K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.38K- 11.77% |
$175K - $198K
|
32.8K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
221+ 1.36% |
$8.85K - $9.99K
|
16.5K
$692K
|