Adams Wealth Management Select Sector Spdr Tr Real Est Transaction History

Adams Wealth Management

  • $458 Million
  • Q1 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 180,060 shares of XLRE stock, worth $7.51 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
180,060
Previous 134,119 34.25%
Holding current value
$7.51 Million
Previous $5.45 Million 38.16%
% of portfolio
1.65%
Previous 1.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$39.18 - $43.52 $1.8 Million - $2 Million
45,941 Added 34.25%
180,060 $7.54 Million
Q4 2024

Feb 13, 2025
BUY
$40.06 - $45.21 $1.1 Million - $1.24 Million
27,527 Added 25.82%
134,119 $5.45 Million
Q3 2024

Oct 28, 2024
BUY
$38.04 - $45.36 $4.05 Million - $4.84 Million
106,592 New
106,592 $4.76 Million

Others Institutions Holding XLRE

# of Institutions
844
Shares Held
151M
Call Options Held
648K
Put Options Held
2.82M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Adams Wealth Management Portfolio

Follow Adams Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adams Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Adams Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email