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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Modern Wealth Management, LLC holds 607,705 shares of XLRE stock, worth $25.4 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
607,705
Previous 630,478 3.61%
Holding current value
$25.4 Million
Previous $26.5 Billion 4.02%
% of portfolio
0.82%
Previous 0.93%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$39.18 - $43.52 $892,246 - $991,080
-22,773 Reduced 3.61%
607,705 $25.4 Billion
Q4 2024

May 30, 2025
BUY
$40.06 - $45.21 $636,954 - $718,839
15,900 Added 2.62%
623,605 $25.4 Million
Q4 2024

May 29, 2025
BUY
$40.06 - $45.21 $636,954 - $718,839
15,900 Added 2.62%
623,605 $25.4 Million
Q4 2024

Feb 11, 2025
BUY
$40.06 - $45.21 $25 Million - $28.2 Million
623,475 Added 8902.97%
630,478 $26.5 Billion
Q3 2024

May 30, 2025
SELL
$38.04 - $45.36 $22.9 Million - $27.2 Million
-600,702 Reduced 98.85%
7,003 $312,000
Q3 2024

May 29, 2025
SELL
$38.04 - $45.36 $22.9 Million - $27.2 Million
-600,702 Reduced 98.85%
7,003 $312,000
Q3 2024

Nov 05, 2024
BUY
$38.04 - $45.36 $38 - $45
1 Added 0.01%
7,003 $313 Million
Q2 2024

May 29, 2025
SELL
$35.73 - $39.2 $21.5 Million - $23.5 Million
-600,703 Reduced 98.85%
7,002 $268,000
Q2 2024

Aug 07, 2024
BUY
$35.73 - $39.2 $71 - $78
2 Added 0.03%
7,002 $269 Million
Q1 2024

May 28, 2025
SELL
$37.55 - $40.43 $22.6 Million - $24.3 Million
-600,705 Reduced 98.85%
7,000 $277 Million
Q1 2024

May 13, 2024
BUY
$37.55 - $40.43 $6,796 - $7,317
181 Added 2.65%
7,000 $265 Million
Q4 2023

May 28, 2025
SELL
$32.19 - $40.5 $19.3 Million - $24.3 Million
-600,497 Reduced 98.81%
7,208 $289 Million
Q4 2023

Feb 14, 2024
BUY
$32.19 - $40.5 $219,503 - $276,169
6,819 New
6,819 $273 Million

Others Institutions Holding XLRE

# of Institutions
845
Shares Held
151M
Call Options Held
648K
Put Options Held
2.82M
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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