Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
389K+ 1625.79% |
$15.8M - $16.6M
|
413K
$16.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
111K+ 77.1% |
$4.51M - $4.74M
|
255K
$10.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
75K+ 16.52% |
$3.05M - $3.21M
|
529K
$21.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.9K+ 4.42% |
$2.56M - $2.69M
|
1.48M
$60.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
56K+ 42.69% |
$2.28M - $2.39M
|
187K
$7.67M
|
|
|
Jan 26, 2026
Q4 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
46.4K+ 3.15% |
$1.88M - $1.98M
|
1.52M
$62.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.9K+ 6.34% |
$1.58M - $1.66M
|
653K
$26.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
30.4KNew |
$1.23M - $1.3M
|
30.4K
$1.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
27.1KNew |
$1.1M - $1.16M
|
27.1K
$1.11M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26.3K+ 10.26% |
$1.07M - $1.12M
|
283K
$11.6M
|
|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
21KNew |
$852K - $896K
|
21K
$859K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.4K+ 13.81% |
$829K - $872K
|
168K
$6.88M
|
|
|
Jan 27, 2026
Q4 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
20K+ 12.03% |
$812K - $854K
|
186K
$7.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
19.3K+ 19.57% |
$785K - $825K
|
118K
$4.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16.5K+ 13.43% |
$670K - $705K
|
139K
$5.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
16.2KNew |
$658K - $692K
|
16.2K
$663K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
12.9K+ 4.0% |
$526K - $553K
|
337K
$13.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
11.3K+ 88.86% |
$458K - $481K
|
23.9K
$980K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.79K+ 23.91% |
$398K - $418K
|
50.7K
$2.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.49K+ 3.77% |
$345K - $363K
|
234K
$9.57M
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.37K+ 5.98% |
$300K - $315K
|
131K
$5.35M
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
7.13K+ 5.92% |
$290K - $305K
|
128K
$5.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.11KNew |
$289K - $304K
|
7.11K
$291K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.03KNew |
$245K - $258K
|
6.03K
$247K
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.67K+ 2.95% |
$230K - $242K
|
198K
$8.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.48KNew |
$223K - $234K
|
5.48K
$225K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.26K+ 74.88% |
$214K - $225K
|
12.3K
$503K
|
|
|
Jan 23, 2026
Q4 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.23K+ 55.48% |
$213K - $224K
|
14.7K
$600K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.05KNew |
$205K - $216K
|
5.05K
$207K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.04KNew |
$205K - $215K
|
5.04K
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.01K+ 1.11% |
$204K - $214K
|
457K
$18.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.75K+ 21.38% |
$193K - $203K
|
26.9K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.3K+ 6.02% |
$175K - $184K
|
75.7K
$3.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
4.08K+ 67.45% |
$166K - $174K
|
10.1K
$415K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.94K+ 43.1% |
$160K - $168K
|
13.1K
$535K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.92K+ 183.19% |
$160K - $168K
|
6.07K
$248K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.73K+ 8.55% |
$151K - $159K
|
47.3K
$1.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.66K+ 106.3% |
$149K - $156K
|
7.1K
$291K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.42K+ 18.48% |
$139K - $146K
|
21.9K
$898K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.93KNew |
$119K - $125K
|
2.93K
$120K
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
2.67K+ 16.91% |
$109K - $114K
|
18.5K
$757K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
2.67K+ 214.39% |
$108K - $114K
|
3.91K
$160K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.66K+ 7.26% |
$108K - $114K
|
39.3K
$1.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.07K+ 3.24% |
$84.1K - $88.4K
|
66K
$2.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 8.16% |
$82.2K - $86.4K
|
26.8K
$1.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.99K+ 19.26% |
$80.9K - $85.1K
|
12.3K
$505K
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 21.11% |
$79.6K - $83.6K
|
11.2K
$460K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
1.89K+ 1.7% |
$76.6K - $80.6K
|
113K
$4.62M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.66K+ 7.47% |
$67.4K - $70.8K
|
23.8K
$976K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.66K+ 1.09% |
$67.3K - $70.8K
|
154K
$6.32M
|
|