Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-8.11K- 14.95% |
$301K - $343K
|
46.2K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.34K- 50.51% |
$309K - $353K
|
8.17K
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-8.69K- 4.23% |
$322K - $367K
|
197K
$8.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9K- 99.09% |
$334K - $380K
|
83
$3.42K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.14K- 30.02% |
$339K - $386K
|
21.3K
$878K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.17K- 45.54% |
$340K - $387K
|
11K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.77K- 4.49% |
$362K - $413K
|
208K
$8.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-10.2K- 23.95% |
$377K - $430K
|
32.3K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 3.72% |
$397K - $453K
|
277K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.8K- 61.13% |
$400K - $456K
|
6.86K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.9K- 65.57% |
$405K - $462K
|
5.74K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-11.3K- 23.33% |
$420K - $479K
|
37.2K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11.6K- 34.63% |
$429K - $489K
|
21.8K
$901K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12K- 16.86% |
$447K - $509K
|
59.4K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.1K- 54.57% |
$449K - $512K
|
10.1K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-12.3K- 39.59% |
$455K - $519K
|
18.7K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-12.8K- 13.0% |
$475K - $541K
|
85.7K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-13.7K- 3.27% |
$510K - $581K
|
406K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-13.9K- 11.88% |
$516K - $588K
|
103K
$4.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.4K- 21.92% |
$534K - $609K
|
51.3K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14.6K- 8.01% |
$540K - $615K
|
167K
$6.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.9K- 25.44% |
$551K - $629K
|
43.6K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15.9K- 54.02% |
$590K - $673K
|
13.5K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 62.02% |
$603K - $687K
|
9.96K
$411K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.7K- 4.76% |
$618K - $704K
|
334K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16.8K- 49.22% |
$622K - $708K
|
17.3K
$713K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-17.1K- 7.67% |
$634K - $723K
|
206K
$8.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.1K- 58.21% |
$634K - $723K
|
12.3K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 12.75% |
$636K - $725K
|
117K
$4.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.8K- 8.23% |
$660K - $753K
|
199K
$8.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-18.3K- 66.1% |
$678K - $773K
|
9.38K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-18.6K- 77.65% |
$690K - $786K
|
5.36K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.8K- 71.63% |
$698K - $796K
|
7.46K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-20K- 80.49% |
$742K - $845K
|
4.85K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.6K- 30.95% |
$836K - $953K
|
50.3K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-23.2K- 43.52% |
$859K - $979K
|
30.1K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.8K- 43.11% |
$920K - $1.05M
|
32.7K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26.4K- 9.93% |
$978K - $1.11M
|
239K
$9.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 12.84% |
$1.01M - $1.15M
|
185K
$7.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 38.27% |
$1.07M - $1.22M
|
46.7K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.6K- 21.1% |
$1.1M - $1.25M
|
111K
$4.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-30.1K- 50.0% |
$1.12M - $1.27M
|
30.1K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.6K- 40.44% |
$1.13M - $1.29M
|
45K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-32.8K- 86.92% |
$1.22M - $1.39M
|
4.94K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-34.9K- 78.95% |
$1.3M - $1.48M
|
9.31K
$384K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-44.9K- 22.72% |
$1.67M - $1.9M
|
153K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-55.8K- 78.85% |
$2.07M - $2.36M
|
15K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-61K- 76.87% |
$2.26M - $2.58M
|
18.4K
$757K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-63.1K- 79.94% |
$2.34M - $2.67M
|
15.8K
$653K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-63.7K- 49.4% |
$2.36M - $2.69M
|
65.2K
$2.69M
|