Adams Wealth Management Select Sector Spdr Tr Real Est Transaction History
Adams Wealth Management
- $474 Million
- Q2 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 155,493 shares of XLRE stock, worth $6.54 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
155,493
Previous 180,060
13.64%
Holding current value
$6.54 Million
Previous $7.54 Million
14.53%
% of portfolio
1.36%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding XLRE
# of Institutions
827Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.57 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$798 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$279 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$177 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$154 Million0.03% of portfolio