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 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.12K- 5.86% |
$128K - $133K
|
50.1K
$2.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-3.15K- 30.09% |
$129K - $135K
|
7.31K
$300K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.24K- 14.43% |
$132K - $139K
|
19.2K
$787K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.78K- 8.27% |
$155K - $162K
|
42K
$1.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.78K- 19.87% |
$155K - $162K
|
15.3K
$626K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-3.79K- 55.23% |
$155K - $162K
|
3.07K
$126K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4K- 9.41% |
$164K - $171K
|
38.5K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.33K- 57.54% |
$218K - $228K
|
3.93K
$161K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.5K- 12.63% |
$225K - $236K
|
38.1K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.69K- 30.6% |
$233K - $244K
|
12.9K
$529K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.21K- 11.38% |
$254K - $266K
|
48.4K
$1.98M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.28K- 55.82% |
$257K - $269K
|
4.97K
$204K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.65K- 10.86% |
$272K - $285K
|
54.6K
$2.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.68K- 24.88% |
$273K - $286K
|
20.2K
$827K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6.9K- 31.62% |
$283K - $296K
|
14.9K
$613K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.57K- 25.43% |
$310K - $324K
|
22.2K
$910K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.83K- 26.96% |
$361K - $378K
|
23.9K
$981K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 23.49% |
$427K - $447K
|
34K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.1K- 5.05% |
$494K - $517K
|
227K
$9.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-12.3K- 3.02% |
$502K - $526K
|
394K
$16.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-13.5K- 8.24% |
$555K - $581K
|
151K
$6.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.8K- 22.15% |
$564K - $590K
|
48.4K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14.1K- 84.52% |
$578K - $605K
|
2.58K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-15.6K- 27.76% |
$640K - $670K
|
40.7K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-16.7K- 3.56% |
$682K - $714K
|
452K
$18.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.7K- 35.18% |
$726K - $760K
|
32.7K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-23.9K- 8.61% |
$977K - $1.02M
|
253K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25K- 83.33% |
$1.03M - $1.07M
|
5.01K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.6K- 31.55% |
$1.21M - $1.27M
|
64.2K
$2.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-31.5K- 99.4% |
$1.29M - $1.35M
|
189
$7.75K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-33K- 29.65% |
$1.35M - $1.41M
|
78.3K
$3.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-37.7K- 87.33% |
$1.54M - $1.62M
|
5.47K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-39.9K- 85.79% |
$1.63M - $1.71M
|
6.6K
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-46.3K- 46.15% |
$1.89M - $1.98M
|
54K
$2.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-82.7K- 20.34% |
$3.39M - $3.54M
|
324K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-93.5K- 90.6% |
$3.83M - $4.01M
|
9.7K
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-131K- 76.51% |
$5.36M - $5.61M
|
40.2K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-139K- 90.91% |
$5.68M - $5.95M
|
13.9K
$569K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-148K- 95.48% |
$6.07M - $6.35M
|
7.02K
$288K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-165K- 99.95% |
$6.76M - $7.07M
|
89
$3.65K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-327K- 96.5% |
$13.4M - $14M
|
11.9K
$487K
|