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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.8K+ 21.91% |
$237K - $248K
|
32.3K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$225K - $235K
|
5.49K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.37K+ 29.8% |
$220K - $230K
|
23.4K
$960K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.32KNew |
$218K - $228K
|
5.32K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.25K+ 7.4% |
$215K - $225K
|
76.2K
$3.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
4.93KNew |
$202K - $211K
|
4.93K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.82KNew |
$197K - $206K
|
4.82K
$198K
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
4.7K+ 32.53% |
$192K - $201K
|
19.1K
$785K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.65KNew |
$190K - $199K
|
4.65K
$191K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.5K+ 0.53% |
$184K - $193K
|
846K
$34.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.47K+ 38.38% |
$183K - $191K
|
16.1K
$660K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.23K+ 14.47% |
$173K - $181K
|
33.5K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.83K+ 73.91% |
$157K - $164K
|
9.02K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
3.48K+ 67.35% |
$142K - $149K
|
8.65K
$355K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.11K+ 16.3% |
$127K - $133K
|
22.2K
$910K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2.82K+ 0.97% |
$115K - $121K
|
294K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.7K+ 3.04% |
$111K - $116K
|
91.5K
$3.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.54K+ 71.46% |
$104K - $109K
|
6.1K
$250K
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.5K+ 11.49% |
$103K - $107K
|
24.3K
$997K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.18K+ 7.61% |
$89.1K - $93.2K
|
30.8K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2.1K+ 5.16% |
$85.9K - $89.9K
|
42.8K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.06KNew |
$84.1K - $88.1K
|
2.06K
$84.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.02K+ 3.06% |
$82.6K - $86.5K
|
68.1K
$2.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.87KNew |
$76.5K - $80.1K
|
1.87K
$76.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.61K+ 11.31% |
$65.7K - $68.8K
|
15.8K
$648K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.6K+ 320.0% |
$65.5K - $68.6K
|
2.1K
$86.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.55K+ 8.88% |
$63.3K - $66.2K
|
19K
$778K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 1.99% |
$63.3K - $66.2K
|
79.4K
$3.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.52K+ 1.62% |
$62.3K - $65.2K
|
95.4K
$3.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.4K+ 8.6% |
$57.2K - $59.9K
|
17.7K
$724K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.31K+ 18.81% |
$53.6K - $56.1K
|
8.27K
$339K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.29KNew |
$52.6K - $55.1K
|
1.29K
$52.7K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.25K+ 3.15% |
$51.2K - $53.6K
|
40.9K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
985+ 5.63% |
$40.3K - $42.2K
|
18.5K
$758K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
982+ 4.13% |
$40.2K - $42.1K
|
24.8K
$1.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
960+ 6.4% |
$39.3K - $41.1K
|
16K
$654K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
941+ 12.2% |
$38.5K - $40.3K
|
8.65K
$355K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
834+ 13.32% |
$34.1K - $35.7K
|
7.1K
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
805+ 4.35% |
$33K - $34.5K
|
19.3K
$792K
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
755+ 2.51% |
$30.9K - $32.4K
|
30.8K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
745+ 2.32% |
$30.5K - $31.9K
|
32.9K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
712+ 8.46% |
$29.1K - $30.5K
|
9.13K
$375K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
703+ 0.18% |
$28.8K - $30.1K
|
394K
$16.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
694New |
$28.4K - $29.7K
|
694
$28.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
665+ 4.44% |
$27.2K - $28.5K
|
15.6K
$642K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
623+ 11.21% |
$25.5K - $26.7K
|
6.18K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
609+ 6.5% |
$24.9K - $26.1K
|
9.98K
$410K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
599+ 2.38% |
$24.5K - $25.7K
|
25.8K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
567+ 3.83% |
$23.2K - $24.3K
|
15.4K
$631K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
552+ 5.2% |
$22.6K - $23.7K
|
11.2K
$458K
|