Latest Institutional Purchases of Select Sector Spdr Tr Real Est (XLRE)
This list provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.27MNew |
$49.6M - $55.1M
|
1.27M
$52.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.13M+ 1105.0% |
$44.4M - $49.3M
|
1.23M
$51.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
65.6KNew |
$2.57M - $2.86M
|
65.6K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
53.2KNew |
$2.09M - $2.32M
|
53.2K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
24.3KNew |
$951K - $1.06M
|
24.3K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.5K+ 10.46% |
$726K - $807K
|
196K
$8.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.7K+ 2.56% |
$575K - $639K
|
587K
$24.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.5K+ 10.67% |
$451K - $501K
|
120K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
10.1K+ 21.47% |
$394K - $438K
|
56.9K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.52K+ 17.95% |
$216K - $240K
|
36.2K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.24KNew |
$205K - $228K
|
5.24K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 67500.0% |
$185K - $206K
|
4.73K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.72K+ 277.81% |
$185K - $205K
|
6.42K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.26K+ 64.97% |
$128K - $142K
|
8.27K
$343K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.14K+ 6.68% |
$123K - $137K
|
50.1K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.98K+ 12.34% |
$117K - $129K
|
27.1K
$1.12M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.92K+ 0.62% |
$114K - $127K
|
474K
$19.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 10.92% |
$81.9K - $91K
|
21.2K
$880K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.35K+ 3.63% |
$53K - $58.9K
|
38.7K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.22K+ 6.68% |
$47.9K - $53.2K
|
19.5K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.2K+ 1.9% |
$47.1K - $52.3K
|
64.3K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.2K+ 8.22% |
$46.8K - $52K
|
15.7K
$651K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.18K+ 2.1% |
$46.3K - $51.4K
|
57.6K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
994+ 16.22% |
$38.9K - $43.3K
|
7.12K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
927+ 307.97% |
$36.3K - $40.3K
|
1.23K
$50.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
900+ 19.72% |
$35.3K - $39.2K
|
5.46K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
820New |
$32.1K - $35.7K
|
820
$34K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
739+ 3.42% |
$29K - $32.2K
|
22.3K
$925K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
735+ 2.51% |
$28.8K - $32K
|
30K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
613+ 11.65% |
$24K - $26.7K
|
5.88K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
585+ 3.01% |
$22.9K - $25.5K
|
20K
$829K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
524New |
$20.5K - $22.8K
|
524
$21.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
507+ 298.24% |
$19.9K - $22.1K
|
677
$28K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
400+ 23.12% |
$15.7K - $17.4K
|
2.13K
$88.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
208+ 2.64% |
$8.15K - $9.05K
|
8.08K
$334K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
208+ 770.37% |
$8.15K - $9.05K
|
235
$9.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
135+ 8.09% |
$5.29K - $5.88K
|
1.8K
$74.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 0.45% |
$3.13K - $3.48K
|
17.8K
$737K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
77+ 0.19% |
$3.02K - $3.35K
|
40.4K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
71+ 14.73% |
$2.78K - $3.09K
|
553
$22.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
28+ 0.32% |
$1.1K - $1.22K
|
8.79K
$364K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
22New |
$862 - $957
|
22
$911
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5+ 0.05% |
$196 - $218
|
10.8K
$448K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$157 - $174
|
4
$166
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$39.2 - $43.5
|
2.02K
$83.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.78M+ 9.54% |
$111M - $126M
|
31.9M
$1.32B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.34M+ 155.37% |
$93.7M - $106M
|
3.84M
$159M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.25MNew |
$50.2M - $56.7M
|
1.25M
$51.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
623K+ 8902.97% |
$25M - $28.2M
|
630K
$26.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
448KNew |
$17.9M - $20.2M
|
448K
$18.5M
|
|