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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.65K+ 6.06% |
$106K - $120K
|
46.4K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.63K+ 3.67% |
$105K - $119K
|
74.3K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.62K+ 11.74% |
$105K - $119K
|
25K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.35K+ 3.63% |
$94K - $106K
|
67K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.25K+ 45.68% |
$90.2K - $102K
|
7.18K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.25K+ 25.37% |
$90.2K - $102K
|
11.1K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.24K+ 7.57% |
$89.7K - $101K
|
31.8K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.23K+ 2.85% |
$89.3K - $101K
|
80.4K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.23K+ 1069.71% |
$89.1K - $101K
|
2.43K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.14KNew |
$85.6K - $96.6K
|
2.14K
$89.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.09K+ 7.65% |
$83.7K - $94.4K
|
29.4K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.09K+ 25.97% |
$83.6K - $94.4K
|
10.1K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 34.52% |
$76.6K - $86.5K
|
7.45K
$313K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.83K+ 8.2% |
$73.2K - $82.6K
|
24.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.81K+ 9.85% |
$72.6K - $81.9K
|
20.2K
$848K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.79K+ 31.26% |
$71.5K - $80.7K
|
7.5K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.76K+ 54.02% |
$70.5K - $79.5K
|
5.02K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.75K+ 4.27% |
$70.2K - $79.2K
|
42.7K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.6KNew |
$64.3K - $72.5K
|
1.6K
$67.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 14.94% |
$61.9K - $69.8K
|
11.9K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.51K+ 4.58% |
$60.5K - $68.3K
|
34.5K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.49K+ 5.77% |
$59.5K - $67.1K
|
27.2K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.47K+ 1.9% |
$58.9K - $66.5K
|
79K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.47K+ 15.85% |
$58.9K - $66.5K
|
10.7K
$451K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.47K+ 4.09% |
$58.8K - $66.3K
|
37.3K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.43K+ 8.67% |
$57.3K - $64.7K
|
17.9K
$752K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 7.62% |
$54.3K - $61.3K
|
19.2K
$804K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.34K+ 9.93% |
$53.7K - $60.6K
|
14.8K
$623K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.18K+ 1.96% |
$47.1K - $53.1K
|
61.1K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.1K+ 6.14% |
$44K - $49.7K
|
19K
$798K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.07K+ 1.86% |
$42.7K - $48.2K
|
58.3K
$2.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.06K+ 72.9% |
$42.3K - $47.8K
|
2.51K
$105K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 3.4% |
$42K - $47.4K
|
31.9K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1K+ 16.04% |
$40.2K - $45.3K
|
7.26K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
888New |
$35.6K - $40.1K
|
888
$37.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
852+ 2.85% |
$34.1K - $38.5K
|
30.7K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
839+ 0.18% |
$33.6K - $37.9K
|
469K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
800+ 43.72% |
$32K - $36.2K
|
2.63K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
768+ 0.9% |
$30.8K - $34.7K
|
85.6K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
762+ 6.86% |
$30.5K - $34.5K
|
11.9K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
745+ 5.4% |
$29.8K - $33.7K
|
14.5K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
658+ 1.44% |
$26.4K - $29.7K
|
46.2K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
654New |
$26.2K - $29.6K
|
654
$27.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
647New |
$25.9K - $29.3K
|
647
$27.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
632New |
$25.3K - $28.6K
|
632
$26.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
561+ 0.73% |
$22.5K - $25.4K
|
77.4K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
550+ 4.52% |
$22K - $24.9K
|
12.7K
$534K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
549+ 2.91% |
$22K - $24.8K
|
19.4K
$815K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
543+ 2.34% |
$21.8K - $24.5K
|
23.7K
$995K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
518+ 2.72% |
$20.8K - $23.4K
|
19.5K
$820K
|