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 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
7.9KNew |
$293K - $334K
|
7.9K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
7.75KNew |
$287K - $327K
|
7.75K
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.62KNew |
$282K - $322K
|
7.62K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.57K+ 2.58% |
$281K - $320K
|
301K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.54K+ 42.82% |
$280K - $319K
|
25.1K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
7.47K+ 3.46% |
$277K - $316K
|
223K
$9.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
7.41K+ 6.79% |
$275K - $313K
|
117K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.41K+ 0.79% |
$275K - $313K
|
945K
$39M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.32KNew |
$272K - $309K
|
7.32K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.2K+ 65.44% |
$267K - $304K
|
18.2K
$751K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.97K+ 7.24% |
$258K - $295K
|
103K
$4.26M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.92KNew |
$257K - $292K
|
6.92K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.57K+ 3.5% |
$244K - $278K
|
194K
$8.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.57KNew |
$243K - $277K
|
6.57K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.52KNew |
$242K - $275K
|
6.52K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
6.17KNew |
$229K - $261K
|
6.17K
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.05KNew |
$224K - $256K
|
6.05K
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
5.99KNew |
$222K - $253K
|
5.99K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.97K+ 1.29% |
$221K - $252K
|
470K
$19.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
5.95K+ 22.4% |
$221K - $251K
|
32.5K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
5.93KNew |
$220K - $250K
|
5.93K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5.85KNew |
$217K - $247K
|
5.85K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.78KNew |
$214K - $244K
|
5.78K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
5.65K+ 6.93% |
$209K - $239K
|
87.1K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
5.49K+ 33.63% |
$203K - $232K
|
21.8K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.48K+ 2.82% |
$203K - $232K
|
200K
$8.25M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.32KNew |
$197K - $225K
|
5.32K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.22KNew |
$194K - $221K
|
5.22K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.15K+ 12865.0% |
$191K - $217K
|
5.19K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.14K+ 69.71% |
$191K - $217K
|
12.5K
$516K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.13K+ 44.38% |
$190K - $217K
|
16.7K
$689K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.1K+ 1.93% |
$189K - $215K
|
269K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.09KNew |
$189K - $215K
|
5.09K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.94K+ 9.65% |
$183K - $209K
|
56.1K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.93KNew |
$183K - $208K
|
4.93K
$203K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.77K+ 79.65% |
$177K - $201K
|
10.8K
$444K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.71K+ 18.81% |
$175K - $199K
|
29.8K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.29K+ 15.65% |
$159K - $181K
|
31.7K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12K+ 69.69% |
$153K - $174K
|
10K
$414K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.84K+ 3.32% |
$142K - $162K
|
120K
$4.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.74K+ 3.45% |
$139K - $158K
|
112K
$4.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.71K+ 4.62% |
$137K - $157K
|
84K
$3.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.65K+ 8.66% |
$135K - $154K
|
45.8K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.48KNew |
$129K - $147K
|
3.48K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.41K+ 13.81% |
$127K - $144K
|
28.1K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.11K+ 26.8% |
$115K - $131K
|
14.7K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 8.81% |
$114K - $130K
|
38.1K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.93K+ 6.48% |
$109K - $124K
|
48.2K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.9K+ 115.77% |
$108K - $123K
|
5.41K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.87K+ 7.29% |
$106K - $121K
|
42.2K
$1.74M
|