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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.8K+ 3.82% |
$104K - $118K
|
76K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.78K+ 17.66% |
$103K - $117K
|
18.5K
$764K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.77K+ 46.83% |
$103K - $117K
|
8.69K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.68K+ 6.6% |
$99.2K - $113K
|
43.2K
$1.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 1.96% |
$98.6K - $112K
|
138K
$5.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.61K+ 1.64% |
$96.9K - $110K
|
162K
$6.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 12.02% |
$94.7K - $108K
|
23.8K
$982K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
2.54K+ 5.43% |
$94.2K - $107K
|
49.3K
$2.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.5K+ 27.88% |
$92.7K - $106K
|
11.5K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.49K+ 14.47% |
$92.2K - $105K
|
19.7K
$812K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.48K+ 9.13% |
$91.8K - $105K
|
29.6K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.42K+ 7.98% |
$89.7K - $102K
|
32.7K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.38K+ 2.38% |
$88.3K - $101K
|
103K
$4.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
2.33K+ 0.58% |
$86.2K - $98.3K
|
407K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.31K+ 4.8% |
$85.7K - $97.6K
|
50.5K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2.22K+ 48.93% |
$82.1K - $93.6K
|
6.74K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.22K+ 1.96% |
$82.1K - $93.6K
|
115K
$4.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.2K+ 3.77% |
$81.6K - $93K
|
60.6K
$2.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.19K+ 9.01% |
$81.1K - $92.4K
|
26.5K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.16K+ 27.87% |
$80K - $91.2K
|
9.9K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.14K+ 7.91% |
$79.5K - $90.6K
|
29.2K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.11K+ 108.72% |
$78.1K - $89K
|
4.05K
$167K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.06K+ 7.99% |
$76.2K - $86.9K
|
27.8K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.98K+ 5.37% |
$73.2K - $83.5K
|
38.8K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.97K+ 11.52% |
$73.1K - $83.3K
|
19.1K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.86K+ 18.26% |
$69.1K - $78.7K
|
12.1K
$498K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.81K+ 24.49% |
$67.2K - $76.5K
|
9.21K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.66K+ 5.51% |
$61.5K - $70.1K
|
31.7K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.6K+ 10.09% |
$59.4K - $67.7K
|
17.5K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.57K+ 6.03% |
$58.3K - $66.4K
|
27.7K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.5K+ 1156.92% |
$55.8K - $63.6K
|
1.63K
$67.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 1000.0% |
$55.6K - $63.4K
|
1.65K
$68.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.46K+ 16.61% |
$54.1K - $61.7K
|
10.3K
$423K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
1.45K+ 7.04% |
$53.9K - $61.4K
|
22.1K
$911K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.4K+ 8.4% |
$51.9K - $59.2K
|
18.1K
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.39K+ 9.23% |
$51.5K - $58.7K
|
16.4K
$678K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.33K+ 4.42% |
$49.2K - $56K
|
31.3K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.3K+ 9.6% |
$48.1K - $54.8K
|
14.8K
$611K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.29K+ 4.6% |
$47.9K - $54.6K
|
29.4K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.25K+ 538.79% |
$46.4K - $52.8K
|
1.48K
$61.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.2K+ 1.31% |
$44.6K - $50.8K
|
92.7K
$3.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.16K+ 1.17% |
$43.1K - $49.1K
|
101K
$4.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.16K+ 22.32% |
$42.9K - $48.9K
|
6.34K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.11KNew |
$41.1K - $46.9K
|
1.11K
$45.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.08K+ 8.41% |
$40K - $45.6K
|
13.9K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.07K+ 10.99% |
$39.7K - $45.3K
|
10.8K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.06K+ 5.97% |
$39.2K - $44.7K
|
18.8K
$774K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.03K+ 2.67% |
$38.3K - $43.7K
|
39.7K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 17.11% |
$37.3K - $42.5K
|
6.89K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
963New |
$35.7K - $40.7K
|
963
$39.7K
|