Peak Retirement Planning, Inc. Select Sector Spdr Tr Real Est Transaction History

Peak Retirement Planning, Inc.

$355 Billion
Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 255,001 shares of XLRE stock, worth $10.4 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

255,001

Previous 183,270 39.14%

Holding current value

$10.4 Million

Previous $7.59 Billion 41.52%

% of portfolio

3.03%

Previous 3.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$40.94 - $42.85 $2.94 Million - $3.07 Million	71,731 Added 39.14%	255,001 $10.7 Billion
Q2 2025 Nov 04, 2025	BUY	$37.08 - $42.26 $1.63 Million - $1.85 Million	43,869 Added 31.47%	183,270 $7.59 Billion
Q1 2025 Nov 04, 2025	BUY	$39.18 - $43.52 $1.08 Million - $1.2 Million	27,510 Added 24.59%	139,401 $5.83 Billion
Q4 2024 Feb 20, 2025	BUY	$40.06 - $45.21 $4.48 Million - $5.06 Million	111,891 New	111,891 $4.58 Billion

Others Institutions Holding XLRE

# of Institutions

840

Shares Held

152M

Call Options Held

490K

Put Options Held

2.31M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Peak Retirement Planning, Inc. Select Sector Spdr Tr Real Est Transaction History