Latest Institutional Purchases of Select Sector Spdr Tr Real Est (XLRE)
This list provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
270+ 4.23% |
$10K - $11.4K
|
6.66K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
259+ 2.93% |
$9.6K - $10.9K
|
9.11K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
252+ 182.61% |
$9.34K - $10.6K
|
390
$16.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
250+ 312.5% |
$9.27K - $10.6K
|
330
$14K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
247+ 1.68% |
$9.16K - $10.4K
|
15K
$634K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
241+ 2.45% |
$8.94K - $10.2K
|
10.1K
$426K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
225+ 1.12% |
$8.34K - $9.51K
|
20.2K
$857K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
225+ 12.47% |
$8.34K - $9.51K
|
2.03K
$85.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
221+ 0.88% |
$8.19K - $9.34K
|
25.4K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
218+ 6.05% |
$8.08K - $9.21K
|
3.82K
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
218+ 2.47% |
$8.08K - $9.21K
|
9.05K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
216+ 4.23% |
$8.01K - $9.13K
|
5.33K
$226K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
214+ 2.98% |
$7.94K - $9.04K
|
7.4K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
208+ 3.5% |
$7.71K - $8.79K
|
6.16K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
195New |
$7.23K - $8.24K
|
195
$8.26K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
170+ 0.96% |
$6.3K - $7.18K
|
17.8K
$754K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
168+ 2.36% |
$6.23K - $7.1K
|
7.28K
$308K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
168+ 1.47% |
$6.23K - $7.1K
|
11.6K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
155New |
$5.75K - $6.55K
|
155
$6.56K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
154New |
$5.71K - $6.51K
|
154
$6.52K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
143New |
$5.3K - $6.04K
|
143
$6.06K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
136+ 1.47% |
$5.04K - $5.75K
|
9.37K
$397K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
119+ 0.19% |
$4.41K - $5.03K
|
62.8K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
119+ 0.96% |
$4.41K - $5.03K
|
12.5K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114+ 1.02% |
$4.23K - $4.82K
|
11.3K
$478K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
114New |
$4.23K - $4.82K
|
114
$4.83K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
110+ 19.89% |
$4.08K - $4.65K
|
663
$28.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
103+ 93.64% |
$3.82K - $4.35K
|
213
$9.02K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
101+ 0.58% |
$3.75K - $4.27K
|
17.4K
$738K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
95New |
$3.52K - $4.01K
|
95
$4.02K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
87New |
$3.23K - $3.68K
|
87
$3.68K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
83New |
$3.08K - $3.51K
|
83
$3.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
81New |
$3K - $3.42K
|
81
$3.43K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
78+ 0.89% |
$2.89K - $3.3K
|
8.86K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
78+ 0.43% |
$2.89K - $3.3K
|
18.1K
$765K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
76+ 0.24% |
$2.82K - $3.21K
|
31.9K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
68+ 0.62% |
$2.52K - $2.87K
|
11K
$464K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68New |
$2.52K - $2.87K
|
68
$2.88K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
59+ 0.21% |
$2.19K - $2.49K
|
28.4K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
57+ 167.65% |
$2.11K - $2.41K
|
91
$3.85K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
57+ 167.65% |
$2.11K - $2.41K
|
91
$3.85K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
53+ 0.77% |
$1.97K - $2.24K
|
6.96K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
53+ 16.67% |
$1.97K - $2.24K
|
371
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
49+ 22.37% |
$1.82K - $2.07K
|
268
$11.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
48+ 0.89% |
$1.78K - $2.03K
|
5.42K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
47+ 0.53% |
$1.74K - $1.99K
|
8.95K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
45+ 26.16% |
$1.67K - $1.9K
|
217
$9.19K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44New |
$1.63K - $1.86K
|
44
$1.86K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 8.58% |
$1.59K - $1.82K
|
544
$23K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42+ 2.05% |
$1.56K - $1.77K
|
2.09K
$88.5K
|