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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-66K- 76.86% |
$2.45M - $2.79M
|
19.9K
$819K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-74.6K- 59.84% |
$2.77M - $3.15M
|
50.1K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-83.5K- 32.05% |
$3.09M - $3.53M
|
177K
$7.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-85.9K- 42.93% |
$3.19M - $3.63M
|
114K
$4.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.5K- 25.21% |
$3.21M - $3.65M
|
257K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-104K- 98.64% |
$3.87M - $4.41M
|
1.44K
$59.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-119K- 99.09% |
$4.4M - $5.01M
|
1.09K
$45.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-126K- 37.96% |
$4.68M - $5.33M
|
206K
$8.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-128K- 0.67% |
$4.75M - $5.41M
|
19M
$782M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-141K- 45.84% |
$5.25M - $5.98M
|
167K
$6.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-145K- 23.66% |
$5.38M - $6.13M
|
468K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-146K- 14.76% |
$5.4M - $6.16M
|
841K
$34.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-146K- 74.43% |
$5.4M - $6.16M
|
50.1K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-176K- 37.81% |
$6.51M - $7.42M
|
289K
$11.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-202K- 2.96% |
$7.51M - $8.56M
|
6.63M
$274M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-206K- 96.82% |
$7.65M - $8.71M
|
6.78K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-225K- 88.79% |
$8.36M - $9.53M
|
28.4K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-299K- 65.4% |
$11.1M - $12.6M
|
158K
$6.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-370K- 98.29% |
$13.7M - $15.6M
|
6.44K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-370K- 9.18% |
$13.7M - $15.6M
|
3.66M
$151M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.21M- 34.24% |
$44.9M - $51.1M
|
2.32M
$95.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.23MClosed |
$45.8M - $52.2M
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-12.8M- 95.63% |
$473M - $540M
|
584K
$24.1M
|