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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
486+ 11.92% |
$19.5K - $22K
|
4.56K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.81K- 1.62% |
$72.4K - $81.7K
|
110K
$4.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.75K+ 4.27% |
$70.2K - $79.2K
|
42.7K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-31- 0.39% |
$1.24K - $1.4K
|
7.87K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
32.8K+ 119.77% |
$1.31M - $1.48M
|
60.2K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
22.8K+ 52.85% |
$912K - $1.03M
|
65.9K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.66K+ 53.08% |
$146K - $165K
|
10.5K
$443K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.99% |
$240 - $271
|
610
$25.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.62K+ 1.38% |
$265K - $299K
|
485K
$20.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-55- 83.33% |
$2.2K - $2.49K
|
11
$462
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
52+ 0.51% |
$2.08K - $2.35K
|
10.3K
$433K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-7.12K- 4.19% |
$285K - $322K
|
163K
$6.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.23K+ 3.65% |
$169K - $191K
|
120K
$5.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.83K+ 8.2% |
$73.2K - $82.6K
|
24.1K
$1.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.06K+ 72.9% |
$42.3K - $47.8K
|
2.51K
$105K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2New |
$80.1 - $90.4
|
2
$83.9
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-29.3K- 62.44% |
$1.17M - $1.33M
|
17.6K
$740K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
134+ 0.8% |
$5.37K - $6.06K
|
16.9K
$710K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.47K+ 4.09% |
$58.8K - $66.3K
|
37.3K
$1.57M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.24K+ 1.12% |
$210K - $237K
|
471K
$19.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
56.7KNew |
$2.27M - $2.56M
|
56.7K
$2.38M
|
|
| Q3 2024 | |||||||
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-231- 47.93% |
$8.79K - $10.5K
|
251
$10.5K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.29KNew |
$239K - $285K
|
6.29K
$264K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 32.04% |
$6.86M - $8.18M
|
743K
$31.2M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.92K- 94.51% |
$225K - $268K
|
344
$14.4K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-82- 0.47% |
$3.12K - $3.72K
|
17.3K
$724K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23.9KNew |
$910K - $1.09M
|
23.9K
$1M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.6K+ 49.15% |
$98.9K - $118K
|
7.89K
$331K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
270+ 2.38% |
$10.3K - $12.2K
|
11.6K
$487K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
12.4KNew |
$471K - $561K
|
12.4K
$519K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-50.5K- 26.6% |
$1.92M - $2.29M
|
139K
$5.85M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
245+ 158.06% |
$9.32K - $11.1K
|
400
$16.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-26.8K- 29.31% |
$1.02M - $1.21M
|
64.5K
$2.71M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$1.52K - $1.81K
|
40
$1.68K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-322- 6.18% |
$12.2K - $14.6K
|
4.89K
$205K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162K+ 167.43% |
$6.16M - $7.35M
|
259K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.72K+ 58.7% |
$294K - $350K
|
20.9K
$876K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-370- 2.68% |
$14.1K - $16.8K
|
13.5K
$565K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.31KNew |
$87.9K - $105K
|
2.31K
$97K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-127K- 59.99% |
$4.85M - $5.78M
|
85K
$3.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
410+ 183.04% |
$15.6K - $18.6K
|
634
$26.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.79K+ 3.51% |
$106K - $127K
|
82.3K
$3.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
117New |
$4.45K - $5.31K
|
117
$4.91K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
48+ 0.26% |
$1.83K - $2.18K
|
18.4K
$772K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.29K+ 4.21% |
$87K - $104K
|
56.6K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
165K+ 280.78% |
$6.28M - $7.49M
|
224K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.61KNew |
$175K - $209K
|
4.61K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
286+ 1.22% |
$10.9K - $13K
|
23.8K
$998K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$176K - $210K
|
4.62K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 4.12% |
$85.2K - $102K
|
52.1K
$2.19M
|
|