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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.63K- 24.2% |
$172K - $196K
|
14.5K
$595K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.8K- 31.26% |
$178K - $203K
|
10.6K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-5.32K- 1.8% |
$197K - $225K
|
291K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-5.44K- 40.04% |
$202K - $230K
|
8.15K
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-5.7K- 1.62% |
$211K - $241K
|
346K
$14.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.82K- 32.04% |
$216K - $246K
|
12.3K
$506K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.4K- 21.44% |
$237K - $270K
|
23.4K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.41K- 23.75% |
$238K - $271K
|
20.6K
$844K
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-6.57K- 24.88% |
$243K - $277K
|
19.8K
$813K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.13K- 5.63% |
$264K - $301K
|
119K
$4.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-7.39K- 7.81% |
$274K - $312K
|
87.2K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.41K- 61.9% |
$275K - $313K
|
4.56K
$187K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.44K- 21.7% |
$276K - $314K
|
26.9K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.46K- 0.77% |
$276K - $315K
|
964K
$39.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7.5K- 47.97% |
$278K - $317K
|
8.13K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.51K- 48.01% |
$278K - $317K
|
8.13K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.81K- 21.72% |
$290K - $330K
|
28.2K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.01K- 21.04% |
$297K - $338K
|
30K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-8.11K- 14.95% |
$301K - $343K
|
46.2K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.34K- 50.51% |
$309K - $353K
|
8.17K
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-8.69K- 4.23% |
$322K - $367K
|
197K
$8.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9K- 99.09% |
$334K - $380K
|
83
$3.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.14K- 30.02% |
$339K - $386K
|
21.3K
$873K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.17K- 45.54% |
$340K - $387K
|
11K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.77K- 4.49% |
$362K - $413K
|
208K
$8.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-10.2K- 23.95% |
$377K - $430K
|
32.3K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 3.72% |
$397K - $453K
|
277K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.8K- 61.13% |
$400K - $456K
|
6.86K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.9K- 65.57% |
$405K - $462K
|
5.74K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-11.3K- 23.33% |
$420K - $479K
|
37.2K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11.6K- 34.63% |
$429K - $489K
|
21.8K
$896K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12K- 16.86% |
$447K - $509K
|
59.4K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.1K- 54.57% |
$449K - $512K
|
10.1K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-12.3K- 39.59% |
$455K - $519K
|
18.7K
$769K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-12.8K- 13.0% |
$475K - $541K
|
85.7K
$3.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-13.7K- 3.27% |
$510K - $581K
|
406K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-13.9K- 11.88% |
$516K - $588K
|
103K
$4.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.4K- 21.92% |
$534K - $609K
|
51.3K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14.6K- 8.01% |
$540K - $615K
|
167K
$6.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.9K- 25.44% |
$551K - $629K
|
43.6K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15.9K- 54.02% |
$590K - $673K
|
13.5K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 62.02% |
$603K - $687K
|
9.96K
$409K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.7K- 4.76% |
$618K - $704K
|
334K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16.8K- 49.22% |
$622K - $708K
|
17.3K
$709K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-17.1K- 7.67% |
$634K - $723K
|
206K
$8.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.1K- 58.21% |
$634K - $723K
|
12.3K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 12.75% |
$636K - $725K
|
117K
$4.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.8K- 8.23% |
$660K - $753K
|
199K
$8.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-18.3K- 66.1% |
$678K - $773K
|
9.38K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-18.6K- 77.65% |
$690K - $786K
|
5.36K
$220K
|