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 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
41+ 0.76% |
$1.68K - $1.76K
|
5.46K
$224K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
39New |
$1.6K - $1.67K
|
39
$1.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
38New |
$1.56K - $1.63K
|
38
$1.56K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 0.85% |
$1.19K - $1.24K
|
3.44K
$141K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
27+ 0.11% |
$1.11K - $1.16K
|
23.6K
$969K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 0.81% |
$491 - $514
|
1.49K
$61.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
7+ 1.06% |
$287 - $300
|
670
$27.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7+ 0.05% |
$287 - $300
|
14.7K
$603K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6+ 0.62% |
$246 - $257
|
969
$39.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6+ 0.03% |
$246 - $257
|
22.3K
$915K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 0.61% |
$205 - $214
|
821
$33.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3New |
$123 - $129
|
3
$123
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 7.32% |
$123 - $129
|
44
$1.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.76% |
$123 - $129
|
400
$16.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.1% |
$40.9 - $42.9
|
984
$40.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.49% |
$40.9 - $42.9
|
207
$8.49K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 50.0% |
$81.9 - $85.7
|
2
$82
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-6- 0.09% |
$246 - $257
|
6.82K
$280K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.01% |
$246 - $257
|
52.3K
$2.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-19- 0.34% |
$778 - $814
|
5.54K
$227K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 2.09% |
$778 - $814
|
889
$36.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-20- 0.02% |
$819 - $857
|
87.1K
$3.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30- 1.46% |
$1.23K - $1.29K
|
2.02K
$82.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-32Closed |
$1.31K - $1.37K
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-38- 0.7% |
$1.56K - $1.63K
|
5.37K
$220K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-49- 0.15% |
$2.01K - $2.1K
|
31.9K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-54- 0.48% |
$2.21K - $2.31K
|
11.1K
$456K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-56- 3.07% |
$2.29K - $2.4K
|
1.77K
$72.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-60- 0.76% |
$2.46K - $2.57K
|
7.84K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-64- 4.03% |
$2.62K - $2.74K
|
1.52K
$62.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-71- 1.05% |
$2.91K - $3.04K
|
6.71K
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-82- 60.74% |
$3.36K - $3.51K
|
53
$2.17K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-89- 1.68% |
$3.64K - $3.81K
|
5.22K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-91- 1.54% |
$3.73K - $3.9K
|
5.84K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-98- 2.02% |
$4.01K - $4.2K
|
4.75K
$195K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-98- 0.2% |
$4.01K - $4.2K
|
49.2K
$2.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-137- 2.27% |
$5.61K - $5.87K
|
5.91K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-153- 0.6% |
$6.26K - $6.56K
|
25.3K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-208- 22.29% |
$8.52K - $8.91K
|
725
$29.7K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-217- 55.64% |
$8.88K - $9.3K
|
173
$7.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-227- 3.04% |
$9.29K - $9.73K
|
7.23K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-265- 2.02% |
$10.8K - $11.4K
|
12.9K
$528K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-267- 4.01% |
$10.9K - $11.4K
|
6.39K
$262K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-270- 1.32% |
$11.1K - $11.6K
|
20.2K
$831K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-275- 1.68% |
$11.3K - $11.8K
|
16.1K
$662K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-280- 0.36% |
$11.5K - $12K
|
77K
$3.16M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-292- 3.33% |
$12K - $12.5K
|
8.48K
$348K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-296- 12.14% |
$12.1K - $12.7K
|
2.14K
$87.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-304- 1.4% |
$12.4K - $13K
|
21.5K
$881K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-341- 3.4% |
$14K - $14.6K
|
9.69K
$397K
|