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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
16.2KNew |
$610K - $657K
|
16.2K
$682K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
15.5KNew |
$582K - $626K
|
15.5K
$650K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14.7KNew |
$554K - $596K
|
14.7K
$619K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
10KNew |
$376K - $405K
|
10K
$420K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.99K+ 142.04% |
$300K - $323K
|
13.6K
$572K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.69KNew |
$214K - $230K
|
5.69K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$203K - $218K
|
5.4K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.41K+ 70.79% |
$166K - $178K
|
10.6K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.75KNew |
$103K - $111K
|
2.75K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.45KNew |
$92K - $99.1K
|
2.45K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.77KNew |
$66.5K - $71.6K
|
1.77K
$74.4K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.73KNew |
$65.1K - $70.1K
|
1.73K
$72.7K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
955+ 8.19% |
$35.9K - $38.6K
|
12.6K
$529K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
914New |
$34.3K - $37K
|
914
$38.4K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
846New |
$31.8K - $34.2K
|
846
$35.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
704New |
$26.4K - $28.5K
|
704
$29.5K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
658+ 1778.38% |
$24.7K - $26.6K
|
695
$29.2K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
380+ 7.24% |
$14.3K - $15.4K
|
5.63K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
377+ 1047.22% |
$14.2K - $15.2K
|
413
$17.3K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
367New |
$13.8K - $14.8K
|
367
$15.4K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 2.02% |
$3.79K - $4.08K
|
5.09K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
94New |
$3.53K - $3.8K
|
94
$3.95K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
91New |
$3.42K - $3.68K
|
91
$3.82K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 163.64% |
$3.38K - $3.64K
|
145
$6.09K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
82New |
$3.08K - $3.32K
|
82
$3.44K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
59+ 1.17% |
$2.22K - $2.39K
|
5.1K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
46New |
$1.73K - $1.86K
|
46
$1.93K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34New |
$1.28K - $1.37K
|
34
$1.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31New |
$1.16K - $1.25K
|
31
$1.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
12+ 3.18% |
$451 - $485
|
389
$16.3K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$376 - $404
|
10
$420
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.3% |
$37.6 - $40.4
|
78
$3.27K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
910KNew |
$29.3M - $36.9M
|
910K
$38.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
659KNew |
$21.2M - $26.7M
|
659K
$27.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
589KNew |
$19M - $23.8M
|
589K
$24.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
292K+ 2562.5% |
$9.39M - $11.8M
|
303K
$12.7M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
207KNew |
$6.66M - $8.37M
|
207K
$8.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
132KNew |
$4.26M - $5.36M
|
132K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
123KNew |
$3.96M - $4.99M
|
123K
$5.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
105KNew |
$3.37M - $4.24M
|
105K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
PUT |
90KNew |
$2.9M - $3.65M
|
90K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
74.6KNew |
$2.4M - $3.02M
|
74.6K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
54.7K+ 40.7% |
$1.76M - $2.22M
|
189K
$7.94M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
48.9KNew |
$1.57M - $1.98M
|
48.9K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
45KNew |
$1.45M - $1.82M
|
45K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.7KNew |
$666K - $838K
|
20.7K
$869K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
19K+ 6.9% |
$611K - $769K
|
294K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
17.6K+ 1385.68% |
$567K - $713K
|
18.9K
$793K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
16.6KNew |
$535K - $674K
|
16.6K
$698K
|
|