Adams Wealth Management Select Sector Spdr Tr Real Est Transaction History
Adams Wealth Management
- $420 Million
- Q3 2025
A detailed history of Adams Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Adams Wealth Management holds 138,385 shares of XLRE stock, worth $5.67 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
138,385
Previous 155,493
11.0%
Holding current value
$5.67 Million
Previous $6.44 Million
9.47%
% of portfolio
1.39%
Previous 1.36%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
840Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio