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

Capital Advisors Wealth Management, LLC

$681 Million
Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 40,194 shares of XLRE stock, worth $1.68 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

40,194

Previous 171,121 76.51%

Holding current value

$1.68 Million

Previous $7.09 Million 76.11%

% of portfolio

0.25%

Previous 1.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$40.94 - $42.85 $5.36 Million - $5.61 Million	-130,927 Reduced 76.51%	40,194 $1.69 Million
Q2 2025 Aug 13, 2025	BUY	$37.08 - $42.26 $1.01 Million - $1.15 Million	27,187 Added 18.89%	171,121 $7.09 Million
Q1 2025 Apr 24, 2025	SELL	$39.18 - $43.52 $528,107 - $586,606	-13,479 Reduced 8.56%	143,934 $6.02 Million
Q4 2024 Jan 14, 2025	BUY	$40.06 - $45.21 $5.34 Million - $6.03 Million	133,322 Added 553.41%	157,413 $6.4 Million
Q3 2024 Oct 15, 2024	BUY	$38.04 - $45.36 $916,421 - $1.09 Million	24,091 New	24,091 $1.08 Million

Others Institutions Holding XLRE

# of Institutions

834

Shares Held

145M

Call Options Held

489K

Put Options Held

2.05M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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