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 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-547- 3.87% |
$20.3K - $23.1K
|
13.6K
$557K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-555- 3.64% |
$20.6K - $23.5K
|
14.7K
$602K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-560- 80.58% |
$20.8K - $23.7K
|
135
$5.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-583- 2.53% |
$21.6K - $24.6K
|
22.4K
$920K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-593- 1.04% |
$22K - $25.1K
|
56.3K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-594- 1.26% |
$22K - $25.1K
|
46.6K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-616- 7.63% |
$22.8K - $26K
|
7.46K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-638- 3.07% |
$23.7K - $27K
|
20.1K
$825K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-646- 2.67% |
$24K - $27.3K
|
23.6K
$968K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-650- 10.18% |
$24.1K - $27.5K
|
5.73K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-691- 2.63% |
$25.6K - $29.2K
|
25.6K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-697- 5.44% |
$25.8K - $29.5K
|
12.1K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-700- 25.86% |
$26K - $29.6K
|
2.01K
$82.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-707- 9.54% |
$26.2K - $29.9K
|
6.7K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-726- 1.13% |
$26.9K - $30.7K
|
63.6K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-734- 13.43% |
$27.2K - $31K
|
4.73K
$194K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-737- 4.59% |
$27.3K - $31.1K
|
15.3K
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-794- 6.31% |
$29.4K - $33.6K
|
11.8K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-814- 43.86% |
$30.2K - $34.4K
|
1.04K
$42.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-828- 0.17% |
$30.7K - $35K
|
494K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-852- 14.5% |
$31.6K - $36K
|
5.03K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-876- 3.01% |
$32.5K - $37K
|
28.2K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-885- 4.8% |
$32.8K - $37.4K
|
17.6K
$720K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-886- 12.22% |
$32.9K - $37.4K
|
6.37K
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-904- 1.26% |
$33.5K - $38.2K
|
70.9K
$2.91M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-906- 4.19% |
$33.6K - $38.3K
|
20.7K
$849K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-908- 4.8% |
$33.7K - $38.4K
|
18K
$739K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-980- 82.28% |
$36.3K - $41.4K
|
211
$8.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1K- 82.92% |
$37.1K - $42.3K
|
206
$8.45K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1K- 65.23% |
$37.1K - $42.3K
|
533
$21.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1K- 3.49% |
$37.2K - $42.4K
|
27.7K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.02K- 5.22% |
$37.7K - $42.9K
|
18.4K
$757K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.04K- 1.04% |
$38.6K - $44K
|
98.8K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.05K- 13.76% |
$38.9K - $44.4K
|
6.58K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.1K- 15.73% |
$40.7K - $46.4K
|
5.88K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-1.1K- 0.94% |
$40.7K - $46.4K
|
115K
$4.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.16K- 10.73% |
$43K - $49.1K
|
9.66K
$396K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-1.16K- 1.34% |
$43.1K - $49.1K
|
85.4K
$3.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.26K- 9.79% |
$46.8K - $53.4K
|
11.6K
$477K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.27K- 10.07% |
$47K - $53.5K
|
11.3K
$464K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.31K- 2.09% |
$48.4K - $55.1K
|
61.1K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.33K- 1.16% |
$49.4K - $56.3K
|
114K
$4.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.44K- 20.34% |
$53.5K - $61K
|
5.65K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.49K- 17.28% |
$55.3K - $63K
|
7.14K
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.51K- 2.23% |
$55.9K - $63.7K
|
66.1K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.52K- 21.96% |
$56.5K - $64.4K
|
5.41K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.53K- 16.23% |
$56.7K - $64.7K
|
7.9K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 2.85% |
$57.9K - $66K
|
53.2K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.61K- 15.06% |
$59.5K - $67.8K
|
9.05K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.61K- 23.78% |
$59.8K - $68.2K
|
5.17K
$212K
|