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 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44New |
$1.63K - $1.86K
|
44
$1.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 8.58% |
$1.59K - $1.82K
|
544
$22.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42+ 2.05% |
$1.56K - $1.77K
|
2.09K
$85.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
40+ 10.31% |
$1.48K - $1.69K
|
428
$17.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 1.16% |
$1.45K - $1.65K
|
3.41K
$140K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37+ 0.07% |
$1.37K - $1.56K
|
55.1K
$2.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
32New |
$1.19K - $1.35K
|
32
$1.31K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
29+ 483.33% |
$1.08K - $1.23K
|
35
$1.44K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
24+ 6.43% |
$890 - $1.01K
|
397
$16.3K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20New |
$742 - $845
|
20
$820
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.35% |
$667 - $761
|
5.14K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 39.39% |
$482 - $549
|
46
$1.89K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.76% |
$445 - $507
|
1.59K
$65.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.53% |
$408 - $465
|
2.11K
$86.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7+ 0.04% |
$260 - $296
|
15.8K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6+ 0.07% |
$222 - $254
|
8.41K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.65% |
$148 - $169
|
617
$25.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.76% |
$111 - $127
|
397
$16.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$74.2 - $84.5
|
4
$164
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.02% |
$74.2 - $84.5
|
9.42K
$386K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.98% |
$74.2 - $84.5
|
206
$8.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.3% |
$37.1 - $42.3
|
78
$3.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.1% |
$37.1 - $42.3
|
983
$40.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.35% |
$37.1 - $42.3
|
283
$11.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2- 0.02% |
$74.2 - $84.5
|
8.77K
$360K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4- 6.9% |
$148 - $169
|
54
$2.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5- 0.01% |
$185 - $211
|
45.7K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-19- 0.34% |
$705 - $803
|
5.56K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-20- 90.91% |
$742 - $845
|
2
$82
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-21- -0.0% |
$779 - $887
|
1.15M
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-22- 19.82% |
$816 - $930
|
89
$3.65K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-26- 13.2% |
$964 - $1.1K
|
171
$7.01K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-28- 0.34% |
$1.04K - $1.18K
|
8.28K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 23.77% |
$1.08K - $1.23K
|
93
$3.81K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 96.67% |
$1.08K - $1.23K
|
1
$41
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.56% |
$1.11K - $1.27K
|
5.3K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-33- 0.29% |
$1.22K - $1.39K
|
11.2K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-33- 0.1% |
$1.22K - $1.39K
|
32.6K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-35- 3.62% |
$1.3K - $1.48K
|
933
$38.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-37- 0.22% |
$1.37K - $1.56K
|
16.4K
$674K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-38- 0.17% |
$1.41K - $1.61K
|
22.3K
$915K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-39- 0.39% |
$1.45K - $1.65K
|
10K
$411K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-56- 0.34% |
$2.08K - $2.37K
|
16.4K
$673K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-58- 70.73% |
$2.15K - $2.45K
|
24
$984
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-59- 28.64% |
$2.19K - $2.49K
|
147
$6.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-77- 20.42% |
$2.86K - $3.25K
|
300
$12.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-91- 0.91% |
$3.37K - $3.85K
|
9.87K
$405K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.55% |
$3.71K - $4.23K
|
18.1K
$743K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-121- 0.74% |
$4.49K - $5.11K
|
16.1K
$662K
|