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

Kfg Wealth Management, LLC

  • $390 Million
  • Q1 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 119,535 shares of XLRE stock, worth $4.84 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
119,535
Previous 108,014 10.67%
Holding current value
$4.84 Million
Previous $4.39 Million 12.68%
% of portfolio
1.27%
Previous 1.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
852
Shares Held
136M
Call Options Held
838K
Put Options Held
4.48M
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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