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 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
225+ 1.12% |
$8.34K - $9.51K
|
20.2K
$835K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
225+ 12.47% |
$8.34K - $9.51K
|
2.03K
$83.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
221+ 0.88% |
$8.19K - $9.34K
|
25.4K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
218+ 2.47% |
$8.08K - $9.21K
|
9.05K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
218+ 6.05% |
$8.08K - $9.21K
|
3.82K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
216+ 4.23% |
$8.01K - $9.13K
|
5.33K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
214+ 2.98% |
$7.94K - $9.04K
|
7.4K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
208+ 3.5% |
$7.71K - $8.79K
|
6.16K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
195New |
$7.23K - $8.24K
|
195
$8.04K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
170+ 0.96% |
$6.3K - $7.18K
|
17.8K
$734K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
168+ 1.47% |
$6.23K - $7.1K
|
11.6K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
168+ 2.36% |
$6.23K - $7.1K
|
7.28K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
155New |
$5.75K - $6.55K
|
155
$6.39K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
154New |
$5.71K - $6.51K
|
154
$6.35K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
143New |
$5.3K - $6.04K
|
143
$5.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
136+ 1.47% |
$5.04K - $5.75K
|
9.37K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
119+ 0.96% |
$4.41K - $5.03K
|
12.5K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
114New |
$4.23K - $4.82K
|
114
$4.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114+ 1.02% |
$4.23K - $4.82K
|
11.3K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
110+ 19.89% |
$4.08K - $4.65K
|
663
$27.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
101+ 0.58% |
$3.75K - $4.27K
|
17.4K
$718K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
95New |
$3.52K - $4.01K
|
95
$3.92K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
87New |
$3.23K - $3.68K
|
87
$3.59K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
83New |
$3.08K - $3.51K
|
83
$3.42K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
78+ 0.43% |
$2.89K - $3.3K
|
18.1K
$745K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
78+ 0.89% |
$2.89K - $3.3K
|
8.86K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
76+ 0.24% |
$2.82K - $3.21K
|
31.9K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68New |
$2.52K - $2.87K
|
68
$2.81K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
68+ 0.62% |
$2.52K - $2.87K
|
11K
$452K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
59+ 0.21% |
$2.19K - $2.49K
|
28.4K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
57+ 167.65% |
$2.11K - $2.41K
|
91
$3.75K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
57+ 167.65% |
$2.11K - $2.41K
|
91
$3.75K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
53+ 16.67% |
$1.97K - $2.24K
|
371
$15.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
53+ 0.77% |
$1.97K - $2.24K
|
6.96K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
49+ 22.37% |
$1.82K - $2.07K
|
268
$11.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
48+ 0.89% |
$1.78K - $2.03K
|
5.42K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
47+ 0.53% |
$1.74K - $1.99K
|
8.95K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
45+ 26.16% |
$1.67K - $1.9K
|
217
$8.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44New |
$1.63K - $1.86K
|
44
$1.82K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 8.58% |
$1.59K - $1.82K
|
544
$22.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42+ 2.05% |
$1.56K - $1.77K
|
2.09K
$86.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
40+ 10.31% |
$1.48K - $1.69K
|
428
$17.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 1.16% |
$1.45K - $1.65K
|
3.41K
$141K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37+ 0.07% |
$1.37K - $1.56K
|
55.1K
$2.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
32New |
$1.19K - $1.35K
|
32
$1.32K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
29+ 483.33% |
$1.08K - $1.23K
|
35
$1.44K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
24+ 6.43% |
$890 - $1.01K
|
397
$16.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.35% |
$667 - $761
|
5.14K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 39.39% |
$482 - $549
|
46
$1.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.76% |
$445 - $507
|
1.59K
$65.5K
|