Purchases and Sales Made in Q2 2025 in Select Sector Spdr Tr Real Est (XLRE)
This table provides information about the institutional ownership of Select Sector Spdr Tr Real Est (XLRE) during Q2 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR TR REAL EST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.67K- 2.79% |
$62.1K - $70.7K
|
58.2K
$2.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1.69K- 9.95% |
$62.5K - $71.3K
|
15.3K
$626K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.78K- 49.35% |
$65.8K - $75K
|
1.82K
$74.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.8K- 0.26% |
$66.7K - $76.1K
|
687K
$28.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.81K- 17.86% |
$67.2K - $76.6K
|
8.34K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.85K- 5.93% |
$68.5K - $78.1K
|
29.3K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1.89K- 0.4% |
$70.2K - $80K
|
468K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.92K- 2.5% |
$71.1K - $81.1K
|
74.9K
$3.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.94K- 29.16% |
$72.1K - $82.2K
|
4.72K
$194K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.98K- 21.66% |
$73.4K - $83.7K
|
7.16K
$294K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2K- 21.89% |
$74.2K - $84.5K
|
7.14K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2K- 21.89% |
$74.2K - $84.5K
|
7.14K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.02K- 1.13% |
$74.7K - $85.2K
|
177K
$7.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.02K- 4.86% |
$74.8K - $85.2K
|
39.4K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.03K- 4.5% |
$75.1K - $85.6K
|
43K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.04K- 10.15% |
$75.8K - $86.4K
|
18.1K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-2.06K- 15.95% |
$76.4K - $87.1K
|
10.9K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.08K- 3.82% |
$77K - $87.8K
|
52.3K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.1K- 3.5% |
$77.8K - $88.6K
|
57.9K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.16K- 12.5% |
$79.9K - $91.1K
|
15.1K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.17K- 19.83% |
$80.5K - $91.7K
|
8.77K
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.21K- 5.45% |
$81.8K - $93.2K
|
38.3K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.22K- 12.61% |
$82.4K - $93.9K
|
15.4K
$632K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.42K- 11.27% |
$89.7K - $102K
|
19K
$781K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.6K- 14.63% |
$96.2K - $110K
|
15.1K
$621K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.6K- 79.83% |
$96.4K - $110K
|
657
$27K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.63K- 2.73% |
$97.6K - $111K
|
93.8K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.64K- 8.92% |
$98K - $112K
|
27K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.83K- 3.54% |
$105K - $120K
|
77.3K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.96K- 2.59% |
$110K - $125K
|
111K
$4.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.97K- 4.0% |
$110K - $126K
|
71.2K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.98K- 48.2% |
$110K - $126K
|
3.2K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.23K- 0.69% |
$120K - $136K
|
462K
$18.9M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.3K- 22.69% |
$123K - $140K
|
11.3K
$462K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.38K- 22.85% |
$125K - $143K
|
11.4K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.38K- 97.12% |
$125K - $143K
|
100
$4.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.4K- 10.39% |
$126K - $144K
|
29.3K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.49K- 4.09% |
$129K - $148K
|
81.9K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.49K- 11.9% |
$130K - $148K
|
25.9K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.58K- 84.93% |
$133K - $151K
|
636
$26.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.63K- 26.54% |
$134K - $153K
|
10K
$412K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-3.63K- 19.49% |
$135K - $153K
|
15K
$615K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.7K- 8.0% |
$137K - $156K
|
42.5K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-3.79K- 24.22% |
$141K - $160K
|
11.9K
$487K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.95K- 6.75% |
$147K - $167K
|
54.6K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.96K- 0.13% |
$147K - $167K
|
3.09M
$127M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4.03K- 29.96% |
$149K - $170K
|
9.42K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.13K- 11.39% |
$153K - $174K
|
32.1K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-4.33K- 3.85% |
$161K - $183K
|
108K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.39K- 6.68% |
$163K - $185K
|
61.2K
$2.51M
|