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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
416New |
$14K - $16.2K
|
416
$17.6K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
308New |
$10.3K - $12K
|
308
$13K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
163+ 2.78% |
$5.48K - $6.35K
|
6.03K
$255K
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
139+ 1.49% |
$4.67K - $5.42K
|
9.45K
$399K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135New |
$4.54K - $5.26K
|
135
$5.7K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
91New |
$3.06K - $3.55K
|
91
$3.84K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
65New |
$2.18K - $2.53K
|
65
$2.74K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
62New |
$2.08K - $2.42K
|
62
$2.62K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50+ 3.86% |
$1.68K - $1.95K
|
1.34K
$56.8K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35New |
$1.18K - $1.36K
|
35
$1.48K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
24New |
$806 - $935
|
24
$1.01K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
23+ 0.21% |
$773 - $896
|
10.9K
$461K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
13+ 72.22% |
$437 - $507
|
31
$1.31K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$101 - $117
|
3
$127
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 3.33% |
$33.6 - $39
|
31
$1.31K
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$33.6 - $39
|
1
$42.2
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.75% |
$33.6 - $39
|
135
$5.7K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.12% |
$33.6 - $39
|
90
$3.8K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
133KNew |
$4.69M - $5.03M
|
133K
$5.63M
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
77.5KNew |
$2.73M - $2.92M
|
77.5K
$3.27M
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
50.8K+ 164.02% |
$1.79M - $1.92M
|
81.7K
$3.45M
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
33.3KNew |
$1.17M - $1.26M
|
33.3K
$1.41M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
30KNew |
$1.06M - $1.13M
|
30K
$1.27M
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
19.7KNew |
$694K - $744K
|
19.7K
$832K
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.2KNew |
$464K - $497K
|
13.2K
$556K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.35K+ 82.3% |
$329K - $353K
|
20.7K
$875K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.5KNew |
$299K - $321K
|
8.5K
$359K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
5.39KNew |
$190K - $204K
|
5.39K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5.2KNew |
$183K - $196K
|
5.2K
$220K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
764+ 12.59% |
$26.9K - $28.8K
|
6.83K
$289K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
390+ 1054.05% |
$13.7K - $14.7K
|
427
$18K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
300New |
$10.6K - $11.3K
|
300
$12.7K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
138New |
$4.86K - $5.21K
|
138
$5.83K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
103+ 1.91% |
$3.63K - $3.89K
|
5.5K
$232K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
101New |
$3.56K - $3.81K
|
101
$4.27K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
84New |
$2.96K - $3.17K
|
84
$3.55K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
75New |
$2.64K - $2.83K
|
75
$3.17K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
62New |
$2.18K - $2.34K
|
62
$2.62K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
54New |
$1.9K - $2.04K
|
54
$2.28K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
50New |
$1.76K - $1.89K
|
50
$2.11K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$634 - $680
|
18
$760
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$563 - $604
|
16
$676
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$352 - $378
|
10
$422
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$282 - $302
|
8
$338
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 5.04% |
$246 - $264
|
146
$6.17K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
87.7K+ 43630.85% |
$3.04M - $3.67M
|
87.9K
$3.71M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19.1KNew |
$661K - $798K
|
19.1K
$806K
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
18.9KNew |
$654K - $790K
|
18.9K
$797K
|
|
May 15, 2023
Q1 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
18KNew |
$624K - $754K
|
18K
$761K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.87KNew |
$273K - $329K
|
7.87K
$332K
|