Wcg Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 206,283 shares of XLRE stock, worth $8.62 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

206,283

Previous 332,487 37.96%

Holding current value

$8.62 Million

Previous $13.9 Million 38.59%

% of portfolio

0.6%

Previous 1.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$37.08 - $42.26 $4.68 Million - $5.33 Million	-126,204 Reduced 37.96%	206,283 $8.54 Million
Q1 2025 May 14, 2025	SELL	$39.18 - $43.52 $2.05 Million - $2.28 Million	-52,288 Reduced 13.59%	332,487 $13.9 Million
Q4 2024 Feb 18, 2025	SELL	$40.06 - $45.21 $203,825 - $230,028	-5,088 Reduced 1.31%	384,775 $15.6 Million
Q3 2024 Nov 13, 2024	SELL	$38.04 - $45.36 $9.35 Million - $11.1 Million	-245,718 Reduced 38.66%	389,863 $17.4 Million
Q2 2024 Aug 12, 2024	SELL	$35.73 - $39.2 $11.5 Million - $12.6 Million	-321,235 Reduced 33.57%	635,581 $24.4 Million
Q1 2024 May 13, 2024	SELL	$37.55 - $40.43 $7.82 Million - $8.42 Million	-208,322 Reduced 17.88%	956,816 $37.8 Million
Q4 2023 Feb 08, 2024	SELL	$32.19 - $40.5 $5.02 Million - $6.32 Million	-156,080 Reduced 11.81%	1,165,138 $46.7 Million
Q3 2023 Nov 09, 2023	BUY	$33.6 - $38.97 $2.46 Million - $2.86 Million	73,275 Added 5.87%	1,321,218 $46 Million
Q2 2023 Aug 14, 2023	BUY	$35.21 - $37.75 $7.58 Million - $8.13 Million	215,376 Added 20.86%	1,247,943 $47 Million
Q1 2023 May 15, 2023	BUY	$34.62 - $41.83 $2.58 Million - $3.12 Million	74,600 Added 7.79%	1,032,567 $38.6 Million
Q4 2022 Feb 14, 2023	BUY	$33.77 - $39.47 $31.6 Million - $36.9 Million	934,730 Added 4022.59%	957,967 $35.4 Million
Q3 2022 Nov 14, 2022	BUY	$35.63 - $45.74 $827,934 - $1.06 Million	23,237 New	23,237 $837,000

Others Institutions Holding XLRE

# of Institutions

831

Shares Held

142M

Call Options Held

489K

Put Options Held

2.05M

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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History