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 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.53% |
$408 - $465
|
2.11K
$86.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7+ 0.04% |
$260 - $296
|
15.8K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6+ 0.07% |
$222 - $254
|
8.41K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.65% |
$148 - $169
|
617
$25.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.76% |
$111 - $127
|
397
$16.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.02% |
$74.2 - $84.5
|
9.42K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.98% |
$74.2 - $84.5
|
206
$8.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$74.2 - $84.5
|
4
$165
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.35% |
$37.1 - $42.3
|
283
$11.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.1% |
$37.1 - $42.3
|
983
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.3% |
$37.1 - $42.3
|
78
$3.22K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2- 0.02% |
$74.2 - $84.5
|
8.77K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5- 0.01% |
$185 - $211
|
45.7K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-19- 0.34% |
$705 - $803
|
5.56K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-20- 90.91% |
$742 - $845
|
2
$82.5
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-21- -0.0% |
$779 - $887
|
1.15M
$47.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-22- 19.82% |
$816 - $930
|
89
$3.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-26- 13.2% |
$964 - $1.1K
|
171
$7.05K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-28- 0.34% |
$1.04K - $1.18K
|
8.28K
$341K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 23.77% |
$1.08K - $1.23K
|
93
$3.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 96.67% |
$1.08K - $1.23K
|
1
$41.3
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.56% |
$1.11K - $1.27K
|
5.3K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-33- 0.29% |
$1.22K - $1.39K
|
11.2K
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-33- 0.1% |
$1.22K - $1.39K
|
32.6K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-35- 3.62% |
$1.3K - $1.48K
|
933
$38.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-37- 0.22% |
$1.37K - $1.56K
|
16.4K
$678K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-38- 0.17% |
$1.41K - $1.61K
|
22.3K
$920K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-39- 0.39% |
$1.45K - $1.65K
|
10K
$414K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-56- 0.34% |
$2.08K - $2.37K
|
16.4K
$677K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-58- 70.73% |
$2.15K - $2.45K
|
24
$990
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-59- 28.64% |
$2.19K - $2.49K
|
147
$6.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-77- 20.42% |
$2.86K - $3.25K
|
300
$12.4K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-91- 0.91% |
$3.37K - $3.85K
|
9.87K
$407K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.55% |
$3.71K - $4.23K
|
18.1K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-121- 0.74% |
$4.49K - $5.11K
|
16.1K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-124- 2.4% |
$4.6K - $5.24K
|
5.03K
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-131- 12.61% |
$4.86K - $5.54K
|
908
$37.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-138- 0.38% |
$5.12K - $5.83K
|
35.7K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-141- 2.26% |
$5.23K - $5.96K
|
6.1K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-142- 0.19% |
$5.27K - $6K
|
74.1K
$3.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-145- 1.11% |
$5.38K - $6.13K
|
13K
$535K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-151- 6.86% |
$5.6K - $6.38K
|
2.05K
$84.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-160- 3.91% |
$5.93K - $6.76K
|
3.93K
$162K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-166- 2.16% |
$6.16K - $7.02K
|
7.53K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-180- 3.02% |
$6.67K - $7.61K
|
5.78K
$238K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-206- 27.84% |
$7.64K - $8.71K
|
534
$22K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-207- 3.28% |
$7.68K - $8.75K
|
6.11K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-208- 3.61% |
$7.71K - $8.79K
|
5.55K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-211- 2.37% |
$7.82K - $8.92K
|
8.7K
$359K
|