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 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-9.25K- 81.59% |
$370K - $418K
|
2.09K
$87.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-130- 0.83% |
$5.21K - $5.88K
|
15.5K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
8.04KNew |
$322K - $364K
|
8.04K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-68- 0.03% |
$2.72K - $3.07K
|
206K
$8.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
7.44K+ 77.99% |
$298K - $336K
|
17K
$713K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21.9K+ 7.92% |
$877K - $990K
|
298K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.4K- 16.88% |
$56.2K - $63.4K
|
6.91K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.23K+ 2.85% |
$89.3K - $101K
|
80.4K
$3.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-220- 2.41% |
$8.81K - $9.95K
|
8.91K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
61.8KNew |
$2.48M - $2.8M
|
61.8K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3K+ 35.55% |
$534K - $603K
|
50.9K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.61K- 48.94% |
$225K - $253K
|
5.85K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-374- 3.23% |
$15K - $16.9K
|
11.2K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
506+ 10.63% |
$20.3K - $22.9K
|
5.26K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.52K+ 26.87% |
$141K - $159K
|
16.6K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
549+ 2.91% |
$22K - $24.8K
|
19.4K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.3K+ 19.61% |
$132K - $149K
|
20.1K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.65K+ 6.06% |
$106K - $120K
|
46.4K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.5K- 6.81% |
$981K - $1.11M
|
335K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.76K+ 19.8% |
$311K - $351K
|
47K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.01K+ 9.75% |
$120K - $136K
|
33.8K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
5.2KNew |
$208K - $235K
|
5.2K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 3.4% |
$42K - $47.4K
|
31.9K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.13KNew |
$246K - $277K
|
6.13K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3- 0.12% |
$120 - $136
|
2.51K
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-14- 0.27% |
$561 - $633
|
5.14K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-61.5K- 58.56% |
$2.46M - $2.78M
|
43.5K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
6.98KNew |
$280K - $316K
|
6.98K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-119- 0.55% |
$4.77K - $5.38K
|
21.6K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.98K+ 2.7% |
$160K - $180K
|
152K
$6.36M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
7.91K+ 13.62% |
$317K - $358K
|
66K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.4K+ 44.86% |
$216K - $244K
|
17.4K
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.11K+ 39.75% |
$125K - $141K
|
10.9K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-656- 0.67% |
$26.3K - $29.7K
|
96.6K
$4.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.24K+ 7.57% |
$89.7K - $101K
|
31.8K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.76K+ 54.02% |
$70.5K - $79.5K
|
5.02K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-56- 1.01% |
$2.24K - $2.53K
|
5.5K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
133K+ 553.41% |
$5.34M - $6.03M
|
157K
$6.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.6K+ 5.65% |
$425K - $479K
|
198K
$8.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-11.9K- 24.96% |
$475K - $537K
|
35.7K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.23K+ 1069.71% |
$89.1K - $101K
|
2.43K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.13K- 5.81% |
$165K - $187K
|
66.9K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
76+ 0.07% |
$3.04K - $3.44K
|
102K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 1.45% |
$1.92K - $2.17K
|
3.35K
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.63K+ 3.67% |
$105K - $119K
|
74.3K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 0.46% |
$401 - $452
|
2.15K
$90.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.75KNew |
$230K - $260K
|
5.75K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23+ 0.05% |
$921 - $1.04K
|
46.5K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.3KNew |
$455K - $513K
|
11.3K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.65K- 12.48% |
$106K - $120K
|
18.6K
$780K
|