Evernest Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 6,336 shares of XLRE stock, worth $261,360. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,336
Previous 5,180 22.32%
Holding current value
$261,360
Previous $216,000 21.3%
% of portfolio
0.1%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$37.08 - $42.26 $42,864 - $48,852
1,156 Added 22.32%
6,336 $262,000
Q1 2025

May 09, 2025
BUY
$39.18 - $43.52 $202,952 - $225,433
5,180 New
5,180 $216,000

Others Institutions Holding XLRE

# of Institutions
830
Shares Held
140M
Call Options Held
487K
Put Options Held
2.73M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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