Ima Wealth, Inc. Select Sector Spdr Tr Real Est Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Ima Wealth, Inc. holds 670 shares of XLRE stock, worth $28,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares

670

Holding current value

$28,240

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$39.18 - $43.52 $26,250 - $29,158	670 New	670 $28,000
Q4 2018 Jan 15, 2019	SELL	N/A	-41 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	N/A	41 New	41 $1,000

Others Institutions Holding XLRE

# of Institutions

839

Shares Held

149M

Call Options Held

493K

Put Options Held

2.82M

Creative Planning Overland Park, KS

34.5M
Shares

$1.45 Billion
1.36% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$805 Million
0.07% of portfolio
Auto Owners Insurance CO Lansing, MI

13.4M
Shares

$563 Million
4.28% of portfolio
Morgan Stanley New York, NY

6.83M
Shares

$288 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

4.03M
Shares

$170 Million
0.04% of portfolio

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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