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 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.8K- 71.63% |
$698K - $796K
|
7.46K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-20K- 80.49% |
$742K - $845K
|
4.85K
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.6K- 30.95% |
$836K - $953K
|
50.3K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-23.2K- 43.52% |
$859K - $979K
|
30.1K
$1.23M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-24.6K- 13.64% |
$911K - $1.04M
|
155K
$6.38M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-24.6K- 13.64% |
$911K - $1.04M
|
155K
$6.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.8K- 43.11% |
$920K - $1.05M
|
32.7K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26.4K- 9.93% |
$978K - $1.11M
|
239K
$9.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 12.84% |
$1.01M - $1.15M
|
185K
$7.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 38.27% |
$1.07M - $1.22M
|
46.7K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.6K- 21.1% |
$1.1M - $1.25M
|
111K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-30.1K- 50.0% |
$1.12M - $1.27M
|
30.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.6K- 40.44% |
$1.13M - $1.29M
|
45K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-32.8K- 86.92% |
$1.22M - $1.39M
|
4.94K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-34.9K- 78.95% |
$1.3M - $1.48M
|
9.31K
$382K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-36.8K- 69.6% |
$1.37M - $1.56M
|
16.1K
$660K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.8K- 19.15% |
$1.48M - $1.68M
|
168K
$6.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-44.9K- 22.72% |
$1.67M - $1.9M
|
153K
$6.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-48.9K- 22.02% |
$1.81M - $2.06M
|
173K
$7.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-55.2K- 47.02% |
$2.05M - $2.33M
|
62.2K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-55.8K- 78.85% |
$2.07M - $2.36M
|
15K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-61K- 76.87% |
$2.26M - $2.58M
|
18.4K
$753K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-63.1K- 79.94% |
$2.34M - $2.67M
|
15.8K
$650K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-63.7K- 49.4% |
$2.36M - $2.69M
|
65.2K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-66K- 76.86% |
$2.45M - $2.79M
|
19.9K
$815K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-74.6K- 59.84% |
$2.77M - $3.15M
|
50.1K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-83.5K- 32.05% |
$3.09M - $3.53M
|
177K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-85.9K- 42.93% |
$3.19M - $3.63M
|
114K
$4.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.5K- 25.21% |
$3.21M - $3.65M
|
257K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-104K- 98.64% |
$3.87M - $4.41M
|
1.44K
$58.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-119K- 99.09% |
$4.4M - $5.01M
|
1.09K
$44.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-126K- 37.96% |
$4.68M - $5.33M
|
206K
$8.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-128K- 0.67% |
$4.75M - $5.41M
|
19M
$778M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-141K- 45.84% |
$5.25M - $5.98M
|
167K
$6.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-145K- 23.66% |
$5.38M - $6.13M
|
468K
$19.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-146K- 14.76% |
$5.4M - $6.16M
|
841K
$34.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-146K- 74.43% |
$5.4M - $6.16M
|
50.1K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-176K- 37.81% |
$6.51M - $7.42M
|
289K
$11.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-202K- 2.96% |
$7.51M - $8.56M
|
6.63M
$272M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-204K- 50.0% |
$7.56M - $8.62M
|
204K
$8.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-206K- 96.82% |
$7.65M - $8.71M
|
6.78K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-225K- 88.79% |
$8.36M - $9.53M
|
28.4K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-299K- 65.4% |
$11.1M - $12.6M
|
158K
$6.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-370K- 98.29% |
$13.7M - $15.6M
|
6.44K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-370K- 9.18% |
$13.7M - $15.6M
|
3.66M
$150M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.21M- 34.24% |
$44.9M - $51.1M
|
2.32M
$95.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.23MClosed |
$45.8M - $52.2M
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-12.8M- 95.63% |
$473M - $540M
|
584K
$24M
|