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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.25MNew |
$50.2M - $56.7M
|
1.25M
$52.6M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
623K+ 8902.97% |
$25M - $28.2M
|
630K
$26.5M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
448KNew |
$17.9M - $20.2M
|
448K
$18.8M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
327KNew |
$13.1M - $14.8M
|
327K
$13.7M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
287K+ 1340.17% |
$11.5M - $13M
|
308K
$12.9M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
244KNew |
$9.76M - $11M
|
244K
$10.2M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
213K+ 80.81% |
$8.54M - $9.63M
|
477K
$20M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
178KNew |
$7.14M - $8.06M
|
178K
$7.48M
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
154K+ 412.67% |
$6.16M - $6.95M
|
191K
$8.02M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
133K+ 553.41% |
$5.34M - $6.03M
|
157K
$6.61M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
130K+ 241.07% |
$5.2M - $5.87M
|
184K
$7.71M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
125K+ 1309.36% |
$5.02M - $5.66M
|
135K
$5.66M
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
122KNew |
$4.88M - $5.51M
|
122K
$5.11M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
62.3K+ 2.08% |
$2.5M - $2.82M
|
3.05M
$128M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
61.8KNew |
$2.48M - $2.8M
|
61.8K
$2.6M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.3K+ 22.61% |
$2.38M - $2.68M
|
322K
$13.5M
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
56.7KNew |
$2.27M - $2.56M
|
56.7K
$2.38M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.4K+ 1.23% |
$2.14M - $2.42M
|
4.39M
$184M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52.3K+ 121.72% |
$2.1M - $2.37M
|
95.3K
$4M
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
50.4KNew |
$2.02M - $2.28M
|
50.4K
$2.12M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
46.3KNew |
$1.86M - $2.09M
|
46.3K
$1.94M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
44.9KNew |
$1.8M - $2.03M
|
44.9K
$1.88M
|
|
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 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.3M - $1.47M
|
32.5K
$1.36M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
29.7KNew |
$1.19M - $1.34M
|
29.7K
$1.25M
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
29.1K+ 70992.68% |
$1.17M - $1.32M
|
29.1K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29K+ 14.62% |
$1.16M - $1.31M
|
228K
$9.55M
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
28.9K+ 6.78% |
$1.16M - $1.31M
|
455K
$19.1M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.5K+ 299.63% |
$1.14M - $1.29M
|
38.1K
$1.6M
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
27.5KNew |
$1.1M - $1.24M
|
27.5K
$1.16M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27.4K+ 148.67% |
$1.1M - $1.24M
|
45.8K
$1.92M
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
26.4KNew |
$1.06M - $1.2M
|
26.4K
$1.11M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
26.3KNew |
$1.05M - $1.19M
|
26.3K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.8K+ 41.04% |
$1.03M - $1.17M
|
88.8K
$3.73M
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25.3K+ 30.62% |
$1.01M - $1.14M
|
108K
$4.53M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 8.41% |
$936K - $1.06M
|
301K
$12.6M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
23.2KNew |
$931K - $1.05M
|
23.2K
$975K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.2K+ 18.19% |
$928K - $1.05M
|
151K
$6.32M
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
22.8K+ 52.85% |
$912K - $1.03M
|
65.9K
$2.76M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.5K+ 26.39% |
$900K - $1.02M
|
108K
$4.51M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21.9K+ 7.92% |
$877K - $990K
|
298K
$12.5M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.5K+ 89.39% |
$861K - $971K
|
45.5K
$1.91M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.2K+ 7.3% |
$848K - $957K
|
311K
$13.1M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.6K+ 72.4% |
$824K - $930K
|
49K
$2.06M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19.9KNew |
$799K - $902K
|
19.9K
$837K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.7K+ 20.12% |
$709K - $800K
|
106K
$4.43M
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
17.5K+ 3.51% |
$701K - $791K
|
516K
$21.7M
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
17.1K+ 69.5% |
$686K - $774K
|
41.8K
$1.75M
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
16.8K+ 71.02% |
$671K - $757K
|
40.3K
$1.69M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.9K+ 7.77% |
$638K - $720K
|
221K
$9.28M
|