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
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
963New |
$35.7K - $40.7K
|
963
$39.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
916+ 11.0% |
$34K - $38.7K
|
9.25K
$381K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
885+ 16.46% |
$32.8K - $37.4K
|
6.26K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
877+ 3.36% |
$32.5K - $37.1K
|
27K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
872+ 8.95% |
$32.3K - $36.9K
|
10.6K
$438K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
829+ 2.16% |
$30.7K - $35K
|
39.3K
$1.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
816New |
$30.3K - $34.5K
|
816
$33.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
815+ 9.36% |
$30.2K - $34.4K
|
9.52K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
808+ 35.42% |
$30K - $34.1K
|
3.09K
$127K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
804+ 9.46% |
$29.8K - $34K
|
9.31K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
799+ 3.24% |
$29.6K - $33.8K
|
25.5K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
768+ 16.04% |
$28.5K - $32.5K
|
5.56K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
747+ 9.74% |
$27.7K - $31.6K
|
8.42K
$347K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
731+ 0.48% |
$27.1K - $30.9K
|
152K
$6.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
730+ 61.81% |
$27.1K - $30.8K
|
1.91K
$78.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
689+ 13.16% |
$25.5K - $29.1K
|
5.93K
$244K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
686+ 4.25% |
$25.4K - $29K
|
16.8K
$694K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
676+ 1.67% |
$25.1K - $28.6K
|
41.1K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
673+ 4.32% |
$25K - $28.4K
|
16.3K
$671K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
647+ 11.18% |
$24K - $27.3K
|
6.44K
$265K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
608+ 0.29% |
$22.5K - $25.7K
|
208K
$8.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600+ 52.86% |
$22.2K - $25.4K
|
1.74K
$71.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
600+ 300.0% |
$22.2K - $25.4K
|
800
$33K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
587+ 8.24% |
$21.8K - $24.8K
|
7.71K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
579+ 0.38% |
$21.5K - $24.5K
|
152K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
557+ 6.06% |
$20.7K - $23.5K
|
9.75K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
554New |
$20.5K - $23.4K
|
554
$22.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
537New |
$19.9K - $22.7K
|
537
$22.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
530+ 3.82% |
$19.7K - $22.4K
|
14.4K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
523+ 7.22% |
$19.4K - $22.1K
|
7.76K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
515+ 1.28% |
$19.1K - $21.8K
|
40.7K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
508+ 9.37% |
$18.8K - $21.5K
|
5.93K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
500+ 2.06% |
$18.5K - $21.1K
|
24.8K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
494+ 2.73% |
$18.3K - $20.9K
|
18.6K
$767K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
490+ 1.12% |
$18.2K - $20.7K
|
44.4K
$1.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
486+ 2.43% |
$18K - $20.5K
|
20.5K
$846K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
457+ 3.33% |
$16.9K - $19.3K
|
14.2K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
398New |
$14.8K - $16.8K
|
398
$16.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
374+ 1.51% |
$13.9K - $15.8K
|
25.2K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
367+ 4.45% |
$13.6K - $15.5K
|
8.62K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
344+ 2.88% |
$12.8K - $14.5K
|
12.3K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
332+ 15.76% |
$12.3K - $14K
|
2.44K
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
326New |
$12.1K - $13.8K
|
326
$13.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
306+ 1.47% |
$11.3K - $12.9K
|
21.1K
$871K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
279New |
$10.3K - $11.8K
|
279
$11.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
270+ 4.23% |
$10K - $11.4K
|
6.66K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
259+ 2.93% |
$9.6K - $10.9K
|
9.11K
$376K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
252+ 182.61% |
$9.34K - $10.6K
|
390
$16.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
250+ 312.5% |
$9.27K - $10.6K
|
330
$13.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
247+ 1.68% |
$9.16K - $10.4K
|
15K
$618K
|