U.S. Capital Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.21 Billion
  • Q2 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 29,750 shares of XLRE stock, worth $1.23 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,750
Previous 25,041 18.81%
Holding current value
$1.23 Million
Previous $1.05 Million 17.67%
% of portfolio
0.04%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$37.08 - $42.26 $174,609 - $199,002
4,709 Added 18.81%
29,750 $1.23 Million
Q1 2025

Apr 29, 2025
BUY
$39.18 - $43.52 $69,505 - $77,204
1,774 Added 7.62%
25,041 $1.05 Million
Q4 2024

Jan 24, 2025
BUY
$40.06 - $45.21 $553,709 - $624,892
13,822 Added 146.34%
23,267 $946,000
Q3 2024

Oct 22, 2024
SELL
$38.04 - $45.36 $56,907 - $67,858
-1,496 Reduced 13.67%
9,445 $421,000
Q2 2024

Jul 11, 2024
BUY
$35.73 - $39.2 $70,673 - $77,537
1,978 Added 22.07%
10,941 $420,000
Q1 2024

May 10, 2024
SELL
$37.55 - $40.43 $4,843 - $5,215
-129 Reduced 1.42%
8,963 $354,000
Q4 2023

Feb 06, 2024
BUY
$32.19 - $40.5 $29,003 - $36,490
901 Added 11.0%
9,092 $364,000
Q3 2023

Oct 19, 2023
BUY
$33.6 - $38.97 $41,361 - $47,972
1,231 Added 17.69%
8,191 $279,000
Q2 2023

Aug 04, 2023
BUY
$35.21 - $37.75 $245,061 - $262,740
6,960 New
6,960 $262,000
Q4 2022

Feb 03, 2023
BUY
$33.77 - $39.47 $52,039 - $60,823
1,541 New
1,541 $56,000
Q2 2022

Aug 12, 2022
SELL
$38.85 - $50.6 $1.41 Million - $1.83 Million
-36,237 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$43.98 - $51.33 $1.59 Million - $1.86 Million
36,237 New
36,237 $1.75 Million

Others Institutions Holding XLRE

# of Institutions
835
Shares Held
140M
Call Options Held
493K
Put Options Held
2.73M
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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