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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
32K+ 38.1% |
$1.19M - $1.35M
|
116K
$4.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
31.9K+ 4.95% |
$1.18M - $1.35M
|
677K
$27.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
31.1K+ 346066.66% |
$1.15M - $1.32M
|
31.2K
$1.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
30.1KNew |
$1.11M - $1.27M
|
30.1K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
28.6K+ 79.39% |
$1.06M - $1.21M
|
64.7K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
28.6KNew |
$1.06M - $1.21M
|
28.6K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.3K+ 2.45% |
$1.05M - $1.2M
|
1.18M
$48.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27.2K+ 18.89% |
$1.01M - $1.15M
|
171K
$7.06M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.4K+ 225.69% |
$978K - $1.11M
|
38K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
25K+ 98.04% |
$926K - $1.06M
|
50.4K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
20.8K+ 16.71% |
$771K - $879K
|
145K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.9K+ 1.5% |
$700K - $798K
|
1.28M
$52.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.6K+ 729.25% |
$690K - $786K
|
21.1K
$872K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
18.6K+ 3.17% |
$689K - $785K
|
605K
$25M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
18.2K+ 130.14% |
$673K - $768K
|
32.1K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.3K+ 13.05% |
$643K - $733K
|
150K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
16.3KNew |
$606K - $690K
|
16.3K
$674K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.9K+ 105.13% |
$589K - $671K
|
31K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
15.7K+ 189.56% |
$581K - $663K
|
24K
$988K
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
15.6K+ 10.21% |
$579K - $660K
|
169K
$6.96M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.4K+ 68.58% |
$570K - $650K
|
37.8K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
14.9K+ 5.17% |
$553K - $631K
|
304K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
14.7K+ 4.51% |
$546K - $622K
|
341K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.6KNew |
$540K - $615K
|
14.6K
$600K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
14.4KNew |
$535K - $610K
|
14.4K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
14.4K+ 6.33% |
$533K - $607K
|
241K
$9.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.2K+ 11.7% |
$527K - $601K
|
136K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
13.6K+ 33.21% |
$504K - $574K
|
54.5K
$2.25M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.5KNew |
$501K - $571K
|
13.5K
$557K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.5K+ 19.51% |
$499K - $569K
|
82.5K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.4K+ 4.34% |
$498K - $567K
|
323K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.8K+ 28.8% |
$475K - $541K
|
57.3K
$2.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.7K+ 48.68% |
$470K - $536K
|
38.7K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.6KNew |
$466K - $531K
|
12.6K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12K+ 17.92% |
$446K - $508K
|
79.1K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
12K+ 28.17% |
$445K - $508K
|
54.7K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.5KNew |
$425K - $484K
|
11.5K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 6.94% |
$412K - $470K
|
171K
$7.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.7K+ 56.9% |
$395K - $450K
|
29.4K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10.1K+ 8.49% |
$376K - $429K
|
130K
$5.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.1K+ 4.45% |
$376K - $428K
|
238K
$9.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.84K+ 24.48% |
$365K - $416K
|
50K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.26K+ 14.51% |
$343K - $391K
|
73.1K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.05K+ 16.34% |
$335K - $382K
|
64.4K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.6KNew |
$319K - $363K
|
8.6K
$355K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8.45K+ 1.78% |
$313K - $357K
|
483K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.45K+ 1.99% |
$313K - $357K
|
433K
$17.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.31K+ 30.33% |
$308K - $351K
|
35.7K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.09KNew |
$300K - $342K
|
8.09K
$334K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.92K+ 1.35% |
$293K - $334K
|
595K
$24.5M
|