Jessup Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History

Jessup Wealth Management, Inc

$249 Billion
Q2 2025

A detailed history of Jessup Wealth Management, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 108,226 shares of XLRE stock, worth $4.46 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

108,226

Previous 112,555 3.85%

Holding current value

$4.46 Million

Previous $4.71 Billion 4.83%

% of portfolio

1.8%

Previous 1.98%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$37.08 - $42.26 $160,519 - $182,943	-4,329 Reduced 3.85%	108,226 $4.48 Billion
Q1 2025 Apr 29, 2025	SELL	$39.18 - $43.52 $290,793 - $323,005	-7,422 Reduced 6.19%	112,555 $4.71 Billion
Q4 2024 Jan 31, 2025	SELL	$40.06 - $45.21 $105,678 - $119,263	-2,638 Reduced 2.15%	119,977 $4.88 Billion
Q3 2024 Oct 09, 2024	BUY	$38.04 - $45.36 $4.66 Million - $5.56 Million	122,615 New	122,615 $5.48 Billion

Others Institutions Holding XLRE

# of Institutions

839

Shares Held

139M

Call Options Held

493K

Put Options Held

2.82M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Jessup Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History