Kfg Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Kfg Wealth Management, LLC

$454 Million
Q4 2025

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 168,099 shares of XLRE stock, worth $6.88 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

168,099

Previous 147,702 13.81%

Holding current value

$6.88 Million

Previous $6.22 Million 10.62%

% of portfolio

1.51%

Previous 1.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$40.65 - $42.74 $829,138 - $871,767	20,397 Added 13.81%	168,099 $6.88 Million
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

# of Institutions

840

Shares Held

151M

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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Kfg Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History