Axxcess Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 30,426 shares of XLRE stock, worth $1.27 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

30,426

Previous 28,097 8.29%

Holding current value

$1.27 Million

Previous $1.14 Million 11.47%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$39.18 - $43.52 $91,250 - $101,358	2,329 Added 8.29%	30,426 $1.27 Million
Q4 2024 Feb 10, 2025	BUY	$40.06 - $45.21 $326,048 - $367,964	8,139 Added 40.78%	28,097 $1.14 Million
Q3 2024 Nov 04, 2024	SELL	$38.04 - $45.36 $289,408 - $345,098	-7,608 Reduced 27.6%	19,958 $891,000
Q2 2024 Aug 09, 2024	SELL	$35.73 - $39.2 $2.21 Million - $2.42 Million	-61,856 Reduced 69.17%	27,566 $1.06 Million
Q1 2024 May 14, 2024	BUY	$37.55 - $40.43 $348,952 - $375,715	9,293 Added 11.6%	89,422 $3.53 Million
Q4 2023 Feb 06, 2024	BUY	$32.19 - $40.5 $563,646 - $709,155	17,510 Added 27.96%	80,129 $3.21 Million
Q3 2023 Nov 14, 2023	SELL	$33.6 - $38.97 $1,478 - $1,714	-44 Reduced 0.07%	62,619 $2.13 Million
Q2 2023 Aug 08, 2023	BUY	$35.21 - $37.75 $331,220 - $355,114	9,407 Added 17.66%	62,663 $2.36 Million
Q1 2023 May 03, 2023	BUY	$34.62 - $41.83 $1.84 Million - $2.23 Million	53,256 New	53,256 $1.99 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

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Account

Axxcess Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History