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

Rooted Wealth Advisors, Inc.

$239 Million
Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 5,310 shares of XLRE stock, worth $219,887. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,310

Previous 5,317 0.13%

Holding current value

$219,887

Previous $213,000 2.82%

% of portfolio

0.09%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$39.18 - $43.52 $274 - $304	-7 Reduced 0.13%	5,310 $219,000
Q4 2024 Jan 30, 2025	SELL	$40.06 - $45.21 $46,189 - $52,127	-1,153 Reduced 17.82%	5,317 $213,000
Q3 2024 Nov 12, 2024	SELL	$38.04 - $45.36 $27,426 - $32,704	-721 Reduced 10.03%	6,470 $280,000
Q2 2024 Jul 25, 2024	BUY	$35.73 - $39.2 $4,466 - $4,900	125 Added 1.77%	7,191 $292,000
Q1 2024 Apr 17, 2024	BUY	$37.55 - $40.43 $23,243 - $25,026	619 Added 9.6%	7,066 $271,000
Q4 2023 Feb 07, 2024	BUY	$32.19 - $40.5 $207,528 - $261,103	6,447 New	6,447 $246,000
Q2 2023 Aug 03, 2023	BUY	$35.21 - $37.75 $1.4 Million - $1.5 Million	39,625 New	39,625 $1.51 Million

Others Institutions Holding XLRE

# of Institutions

855

Shares Held

134M

Call Options Held

838K

Put Options Held

4.48M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

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