Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.37M+ 102.1% |
$97.2M - $102M
|
4.7M
$196M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
169K+ 58.46% |
$6.91M - $7.23M
|
458K
$19.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
160K+ 12.19% |
$6.55M - $6.86M
|
1.47M
$61.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
144KNew |
$5.89M - $6.16M
|
144K
$6M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
121KNew |
$4.93M - $5.16M
|
121K
$5.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
108K+ 31.09% |
$4.41M - $4.61M
|
454K
$19M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
89.8K+ 87.49% |
$3.68M - $3.85M
|
192K
$8.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
87.8K+ 6.58% |
$3.59M - $3.76M
|
1.42M
$59.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
76.1KNew |
$3.12M - $3.26M
|
76.1K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
71.7K+ 39.14% |
$2.94M - $3.07M
|
255K
$10.7M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
71.5K+ 298.45% |
$2.93M - $3.06M
|
95.4K
$3.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55.3K+ 18.39% |
$2.26M - $2.37M
|
356K
$14.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
39.2K+ 66.05% |
$1.61M - $1.68M
|
98.6K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39K+ 35.16% |
$1.6M - $1.67M
|
150K
$6.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
33.3KNew |
$1.36M - $1.43M
|
33.3K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
29.5K+ 29.14% |
$1.21M - $1.27M
|
131K
$5.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20.8K+ 8.84% |
$852K - $892K
|
256K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
20.1K+ 39.08% |
$821K - $859K
|
71.4K
$2.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 3.23% |
$785K - $822K
|
614K
$25.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
18K+ 13.89% |
$738K - $772K
|
148K
$6.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$720K - $754K
|
17.6K
$735K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.7K+ 224.4% |
$685K - $717K
|
24.2K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
15K+ 24.69% |
$613K - $642K
|
75.7K
$3.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.8K+ 89.8% |
$605K - $633K
|
31.2K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
14.4K+ 15.54% |
$590K - $618K
|
107K
$4.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.2K+ 112.98% |
$581K - $608K
|
26.7K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
13.7K+ 21.26% |
$563K - $589K
|
78.4K
$3.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
13.7K+ 5.85% |
$563K - $589K
|
249K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 4.46% |
$468K - $490K
|
268K
$11.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$460K - $481K
|
11.2K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7K+ 10.86% |
$440K - $461K
|
110K
$4.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.2K+ 4.3% |
$419K - $438K
|
248K
$10.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.64K+ 118.6% |
$395K - $413K
|
17.8K
$742K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.28K+ 16.2% |
$380K - $398K
|
66.6K
$2.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.59K+ 0.53% |
$351K - $368K
|
1.63M
$68.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.33KNew |
$341K - $357K
|
8.33K
$348K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8.22K+ 1.7% |
$336K - $352K
|
491K
$20.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
8.11K+ 55.22% |
$332K - $347K
|
22.8K
$952K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.91K+ 2.94% |
$324K - $339K
|
277K
$11.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.9K+ 9.4% |
$323K - $339K
|
91.9K
$3.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.89K+ 4.99% |
$323K - $338K
|
166K
$6.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.17K+ 6.18% |
$293K - $307K
|
123K
$5.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.16K+ 132.4% |
$293K - $307K
|
12.6K
$525K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
6.65KNew |
$272K - $285K
|
6.65K
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
6.36K+ 8.93% |
$260K - $273K
|
77.6K
$3.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
5.94K+ 65.59% |
$243K - $254K
|
15K
$626K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.8K+ 21.91% |
$237K - $248K
|
32.3K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$225K - $235K
|
5.49K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.37K+ 29.8% |
$220K - $230K
|
23.4K
$977K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.32KNew |
$218K - $228K
|
5.32K
$222K
|