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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
62New |
$2.18K - $2.34K
|
62
$2.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
54New |
$1.9K - $2.04K
|
54
$2.27K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
50New |
$1.76K - $1.89K
|
50
$2.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$634 - $680
|
18
$755
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$563 - $604
|
16
$672
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$352 - $378
|
10
$420
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$282 - $302
|
8
$336
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 5.04% |
$246 - $264
|
146
$6.13K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
87.7K+ 43630.85% |
$3.04M - $3.67M
|
87.9K
$3.69M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19.1KNew |
$661K - $798K
|
19.1K
$801K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
18.9KNew |
$654K - $790K
|
18.9K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
18KNew |
$624K - $754K
|
18K
$757K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.87KNew |
$273K - $329K
|
7.87K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.7KNew |
$163K - $197K
|
4.7K
$197K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.05KNew |
$71K - $85.8K
|
2.05K
$86K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.7K+ 4600.0% |
$58.9K - $71.2K
|
1.74K
$73K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.46KNew |
$50.4K - $60.9K
|
1.46K
$61.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.24K+ 5.1% |
$43.1K - $52K
|
25.7K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.01K+ 728.06% |
$35K - $42.3K
|
1.15K
$48.3K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$34.6K - $41.8K
|
1K
$42K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
883+ 29.97% |
$30.6K - $36.9K
|
3.83K
$161K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
497+ 171.38% |
$17.2K - $20.8K
|
787
$33K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
479+ 47.47% |
$16.6K - $20K
|
1.49K
$62.5K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
300+ 0.31% |
$10.4K - $12.5K
|
98.5K
$4.13M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
81New |
$2.8K - $3.39K
|
81
$3.4K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15New |
$519 - $627
|
15
$630
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$34.6 - $41.8
|
1
$42
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
550KNew |
$18.6M - $21.7M
|
550K
$23.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
47.5KNew |
$1.6M - $1.87M
|
47.5K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
31.5KNew |
$1.06M - $1.24M
|
31.5K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17KNew |
$575K - $672K
|
17K
$715K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
13.4K+ 7.2% |
$453K - $529K
|
200K
$8.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
9.94KNew |
$336K - $392K
|
9.94K
$417K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.82KNew |
$298K - $348K
|
8.82K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.18KNew |
$276K - $323K
|
8.18K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
7.38KNew |
$249K - $291K
|
7.38K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.43KNew |
$217K - $254K
|
6.43K
$270K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.52KNew |
$186K - $218K
|
5.52K
$232K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.45KNew |
$184K - $215K
|
5.45K
$229K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.71KNew |
$159K - $186K
|
4.71K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.63K+ 12.59% |
$123K - $143K
|
32.5K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.11K+ 1.44% |
$105K - $123K
|
219K
$9.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.17KNew |
$73.3K - $85.6K
|
2.17K
$91.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.81KNew |
$61.2K - $71.6K
|
1.81K
$76.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.74K+ 21.0% |
$58.8K - $68.7K
|
10K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.52K+ 23.77% |
$51.2K - $59.9K
|
7.9K
$332K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
974New |
$32.9K - $38.4K
|
974
$40.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$15.2K - $17.8K
|
450
$18.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
408New |
$13.8K - $16.1K
|
408
$17.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140+ 56.91% |
$4.73K - $5.53K
|
386
$16.2K
|
|