A detailed history of Kfg Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 147,702 shares of XLRE stock, worth $6.05 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
147,702
Previous 129,683 13.89%
Holding current value
$6.05 Million
Previous $5.37 Million 15.84%
% of portfolio
1.32%
Previous 1.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

BUY
$40.94 - $42.85 $737,697 - $772,114
18,019 Added 13.89%
147,702 $6.22 Million
Q2 2025

Jul 14, 2025

BUY
$37.08 - $42.26 $376,287 - $428,854
10,148 Added 8.49%
129,683 $5.37 Million
Q1 2025

Apr 11, 2025

BUY
$39.18 - $43.52 $451,392 - $501,393
11,521 Added 10.67%
119,535 $4.95 Million
Q4 2024

Jan 21, 2025

BUY
$40.06 - $45.21 $1.01 Million - $1.14 Million
25,319 Added 30.62%
108,014 $4.39 Million
Q3 2024

Oct 15, 2024

BUY
$38.04 - $45.36 $3.15 Million - $3.75 Million
82,695 New
82,695 $3.69 Million

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.