Latest Institutional Purchases of Select Sector Spdr Tr Real Est (XLRE)

XLRE Quotes by TradingView

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
Aug 02, 2022 Q2 2022
Steel Peak Wealth Management LLC

BUY
 -
53.9K
New
$2.09M - $2.73M
53.9K $2.26M
Jul 22, 2022 Q2 2022
Trinity Financial Advisors LLC

BUY
 -
50.1K
New
$1.95M - $2.54M
50.1K $2.1M
Jul 27, 2022 Q2 2022
Stone X Group Inc.

BUY
 -
39.6K
New
$1.54M - $2.01M
39.6K $1.66M
Aug 15, 2022 Q2 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
30.6K
New
$1.19M - $1.55M
30.6K $1.28M
Aug 12, 2022 Q2 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
26.7K
New
$1.04M - $1.35M
26.7K $1.12M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
BUY
 -
10.7K
New
$416K - $542K
10.7K $449K
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
10.5K
New
$407K - $530K
10.5K $440K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
9.03K
+ 411.76%
$351K - $457K
11.2K $471K
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
6.83K
New
$265K - $346K
6.83K $287K
Aug 08, 2022 Q2 2022
One Charles Private Wealth Services, LLC

BUY
 -
5.38K
New
$209K - $272K
5.38K $226K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
2.96K
New
$115K - $150K
2.96K $124K
Aug 12, 2022 Q2 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
2.58K
+ 43.21%
$100K - $131K
8.56K $359K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

BUY
 -
2.48K
+ 29.83%
$96.2K - $125K
10.8K $452K
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

BUY
 -
982
+ 4.86%
$38.2K - $49.7K
21.2K $890K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
969
New
$37.6K - $49K
969 $40.7K
Aug 03, 2022 Q2 2022
Accel Wealth Management

BUY
 -
878
+ 36.09%
$34.1K - $44.4K
3.31K $139K
Jul 08, 2022 Q2 2022
Covington Capital Management

BUY
 -
718
+ 172.18%
$27.9K - $36.3K
1.14K $47.6K
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
715
+ 3575.0%
$27.8K - $36.2K
735 $30.8K
Jul 06, 2022 Q2 2022
Goal Vest Advisory LLC

BUY
 -
460
+ 1.36%
$17.9K - $23.3K
34.2K $1.43M
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
400
+ 1.05%
$15.5K - $20.2K
38.6K $1.62M
Aug 15, 2022 Q2 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
357
+ 5.58%
$13.9K - $18.1K
6.75K $283K
Jul 26, 2022 Q2 2022
First Premier Bank

BUY
 -
307
New
$11.9K - $15.5K
307 $12.9K
Aug 12, 2022 Q2 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
250
New
$9.71K - $12.7K
250 $10.5K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
193
New
$7.5K - $9.77K
193 $8.1K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
182
New
$7.07K - $9.21K
182 $7.64K
Jul 15, 2022 Q2 2022
Dividend Assets Capital, LLC

BUY
 -
122
New
$4.74K - $6.17K
122 $5.12K
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
69
+ 0.7%
$2.68K - $3.49K
9.94K $417K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
40
+ 0.52%
$1.55K - $2.02K
7.71K $324K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
29
New
$1.13K - $1.47K
29 $1.22K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
14
New
$544 - $708
14 $588
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
3
New
$117 - $152
3 $126
Aug 11, 2022 Q2 2022
Bar Harbor Trust Services

Ellsworth, ME
BUY
 -
0
New
$0 - $0
0 $0
Q1 2022
Sep 21, 2023 Q1 2022
Jefferies Group LLC

New York, NY
BUY
 -
364K
New
$16M - $18.7M
364K $15.3M
Apr 08, 2022 Q1 2022
First International Bank & Trust

Watford City, ND
BUY
 -
5.1K
New
$224K - $262K
5.1K $214K
May 19, 2022 Q1 2022
Financial Guidance Group, Inc.

BUY
 -
5.03K
New
$221K - $258K
5.03K $211K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
96
New
$4.22K - $4.93K
96 $4.03K
May 12, 2022 Q1 2022
Tompkins Financial Corp

BUY
 -
20
New
$880 - $1.03K
20 $839
Feb 07, 2023 Q1 2022
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
19
+ 0.55%
$836 - $975
3.47K $146K
Q4 2021
Jan 18, 2022 Q4 2021
Aries Wealth Management

BUY
 -
13.4K
New
$597K - $693K
13.4K $562K
Feb 11, 2022 Q4 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
400
+ 8.6%
$17.8K - $20.7K
5.05K $212K
Feb 14, 2022 Q4 2021
Tilia Fiduciary Partners, Inc.

BUY
 -
274
New
$12.2K - $14.2K
274 $11.5K
Feb 09, 2022 Q4 2021
Charter Oak Capital Management, LLC

BUY
 -
150
New
$6.69K - $7.77K
150 $6.3K
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
107
New
$4.77K - $5.54K
107 $4.49K
Feb 11, 2022 Q4 2021
Washington Trust Advisors, Inc.

BUY
 -
99
New
$4.42K - $5.13K
99 $4.16K
May 13, 2022 Q4 2021
Mechanics Financial Corp

BUY
 -
38
New
$1.7K - $1.97K
38 $1.59K
Feb 17, 2022 Q4 2021
Oak Harbor Wealth Partners, LLC

BUY
 -
18
New
$803 - $933
18 $755
Feb 10, 2022 Q4 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 PUT
6
New
$268 - $311
6 $252
Q3 2021
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 CALL
1K
New
$44.5K - $48.7K
1K $42K
Nov 03, 2021 Q3 2021
Bison Wealth, LLC

BUY
 CALL
300
New
$13.3K - $14.6K
300 $12.6K

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