Latest Institutional Transactions on Select Sector Spdr Tr Real Est (XLRE)
This table provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25K- 83.33% |
$1.03M - $1.07M
|
5.01K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.89K+ 4.99% |
$323K - $338K
|
166K
$6.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
13.7K+ 5.85% |
$563K - $589K
|
249K
$10.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
160K+ 12.19% |
$6.55M - $6.86M
|
1.47M
$60.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.09K- 12.75% |
$44.8K - $46.9K
|
7.49K
$307K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-60- 0.76% |
$2.46K - $2.57K
|
7.84K
$321K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-689- 10.7% |
$28.2K - $29.5K
|
5.75K
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-89- 1.68% |
$3.64K - $3.81K
|
5.22K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$720K - $754K
|
17.6K
$720K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-82- 60.74% |
$3.36K - $3.51K
|
53
$2.17K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.2K+ 112.98% |
$581K - $608K
|
26.7K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
75New |
$3.07K - $3.21K
|
75
$3.07K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
694New |
$28.4K - $29.7K
|
694
$28.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
6.65KNew |
$272K - $285K
|
6.65K
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-525- 1.86% |
$21.5K - $22.5K
|
27.7K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6+ 0.62% |
$246 - $257
|
969
$39.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.52K+ 1.62% |
$62.3K - $65.2K
|
95.4K
$3.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
471+ 7.79% |
$19.3K - $20.2K
|
6.52K
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.53K- 27.34% |
$103K - $108K
|
6.72K
$275K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 0.81% |
$491 - $514
|
1.49K
$61.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.23K+ 14.47% |
$173K - $181K
|
33.5K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$10.2K - $10.7K
|
250
$10.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-566- 5.74% |
$23.2K - $24.3K
|
9.3K
$381K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$225K - $235K
|
5.49K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.8K+ 89.8% |
$605K - $633K
|
31.2K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.69K- 30.6% |
$233K - $244K
|
12.9K
$529K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-38- 0.7% |
$1.56K - $1.63K
|
5.37K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
397+ 0.54% |
$16.3K - $17K
|
74.5K
$3.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
745+ 2.32% |
$30.5K - $31.9K
|
32.9K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.2K+ 4.3% |
$419K - $438K
|
248K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.4K+ 8.6% |
$57.2K - $59.9K
|
17.7K
$723K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
108K+ 31.09% |
$4.41M - $4.61M
|
454K
$18.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-131K- 76.51% |
$5.36M - $5.61M
|
40.2K
$1.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-848- 0.82% |
$34.7K - $36.3K
|
102K
$4.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-911- 12.31% |
$37.3K - $39K
|
6.49K
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-552- 3.66% |
$22.6K - $23.7K
|
14.5K
$595K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3New |
$123 - $129
|
3
$123
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.33K- 57.54% |
$218K - $228K
|
3.93K
$161K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
228+ 3.82% |
$9.33K - $9.77K
|
6.2K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-54- 0.48% |
$2.21K - $2.31K
|
11.1K
$456K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
416New |
$17K - $17.8K
|
416
$17K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.87KNew |
$76.5K - $80.1K
|
1.87K
$76.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-1.1K- 2.96% |
$45.1K - $47.2K
|
36.1K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.8K+ 21.91% |
$237K - $248K
|
32.3K
$1.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.21K- 11.38% |
$254K - $266K
|
48.4K
$1.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-153- 0.6% |
$6.26K - $6.56K
|
25.3K
$1.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
834+ 13.32% |
$34.1K - $35.7K
|
7.1K
$291K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-613- 10.68% |
$25.1K - $26.3K
|
5.13K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1.59K- 10.43% |
$65.2K - $68.2K
|
13.7K
$560K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.02K+ 3.06% |
$82.6K - $86.5K
|
68.1K
$2.79M
|
|