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 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
551+ 0.49% |
$22.6K - $23.6K
|
113K
$4.62M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
516+ 1.74% |
$21.1K - $22.1K
|
30.1K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
501+ 5.81% |
$20.5K - $21.5K
|
9.12K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
471+ 9.17% |
$19.3K - $20.2K
|
5.61K
$230K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
471+ 7.79% |
$19.3K - $20.2K
|
6.52K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
420+ 2.32% |
$17.2K - $18K
|
18.5K
$758K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
416New |
$17K - $17.8K
|
416
$17.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
409+ 0.27% |
$16.7K - $17.5K
|
153K
$6.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
402+ 8.5% |
$16.5K - $17.2K
|
5.13K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
397+ 0.54% |
$16.3K - $17K
|
74.5K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
377+ 0.03% |
$15.4K - $16.2K
|
1.15M
$47.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
361+ 2.89% |
$14.8K - $15.5K
|
12.9K
$528K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
356+ 0.74% |
$14.6K - $15.3K
|
48.5K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
338New |
$13.8K - $14.5K
|
338
$13.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
338New |
$13.8K - $14.5K
|
338
$13.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
303+ 1.64% |
$12.4K - $13K
|
18.7K
$769K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
279+ 2.4% |
$11.4K - $12K
|
11.9K
$488K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
271+ 1.06% |
$11.1K - $11.6K
|
25.9K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
270New |
$11.1K - $11.6K
|
270
$11.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
265+ 0.42% |
$10.8K - $11.4K
|
63.9K
$2.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
261+ 3.47% |
$10.7K - $11.2K
|
7.79K
$319K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$10.2K - $10.7K
|
250
$10.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
248New |
$10.2K - $10.6K
|
248
$10.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
228+ 3.82% |
$9.33K - $9.77K
|
6.2K
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
219+ 3.59% |
$8.97K - $9.38K
|
6.32K
$259K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
218+ 2.81% |
$8.92K - $9.34K
|
7.97K
$327K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
207New |
$8.47K - $8.87K
|
207
$8.49K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
196+ 127.27% |
$8.02K - $8.4K
|
350
$14.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
196+ 0.34% |
$8.02K - $8.4K
|
58.4K
$2.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
193New |
$7.9K - $8.27K
|
193
$7.92K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
165+ 0.58% |
$6.76K - $7.07K
|
28.5K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
161+ 1.98% |
$6.59K - $6.9K
|
8.29K
$340K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
160+ 1.66% |
$6.55K - $6.86K
|
9.82K
$403K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
160+ 1.76% |
$6.55K - $6.86K
|
9.27K
$380K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
156New |
$6.39K - $6.68K
|
156
$6.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
137+ 2.15% |
$5.61K - $5.87K
|
6.5K
$267K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
136+ 5.78% |
$5.57K - $5.83K
|
2.49K
$102K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
131New |
$5.36K - $5.61K
|
131
$5.37K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
123+ 0.39% |
$5.04K - $5.27K
|
31.5K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
119+ 0.97% |
$4.87K - $5.1K
|
12.4K
$510K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$4.09K - $4.29K
|
100
$4.1K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
100New |
$4.09K - $4.29K
|
100
$4.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
97+ 1.4% |
$3.97K - $4.16K
|
7.02K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
75New |
$3.07K - $3.21K
|
75
$3.08K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
72+ 0.01% |
$2.95K - $3.09K
|
568K
$23.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
70+ 0.42% |
$2.87K - $3K
|
16.9K
$693K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
60+ 111.11% |
$2.46K - $2.57K
|
114
$4.68K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 15.15% |
$2.05K - $2.14K
|
380
$15.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
49+ 0.27% |
$2.01K - $2.1K
|
18.2K
$745K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
43+ 0.46% |
$1.76K - $1.84K
|
9.43K
$387K
|