Rooted Wealth Advisors, Inc. Select Sector Spdr Tr Real Est Transaction History

Rooted Wealth Advisors, Inc.

$308 Million
Q3 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 5,221 shares of XLRE stock, worth $213,799. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,221

Previous 5,310 1.68%

Holding current value

$213,799

Previous $219,000 -0.0%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$40.94 - $42.85 $3,643 - $3,813	-89 Reduced 1.68%	5,221 $219,000
Q1 2025 Apr 08, 2025	SELL	$39.18 - $43.52 $274 - $304	-7 Reduced 0.13%	5,310 $219,000
Q4 2024 Jan 30, 2025	SELL	$40.06 - $45.21 $46,189 - $52,127	-1,153 Reduced 17.82%	5,317 $213,000
Q3 2024 Nov 12, 2024	SELL	$38.04 - $45.36 $27,426 - $32,704	-721 Reduced 10.03%	6,470 $280,000
Q2 2024 Jul 25, 2024	BUY	$35.73 - $39.2 $4,466 - $4,900	125 Added 1.77%	7,191 $292,000

Q1 2024 Apr 17, 2024	BUY	$37.55 - $40.43 $23,243 - $25,026	619 Added 9.6%	7,066 $271,000
Q4 2023 Feb 07, 2024	BUY	$32.19 - $40.5 $207,528 - $261,103	6,447 New	6,447 $246,000
Q2 2023 Aug 03, 2023	BUY	$35.21 - $37.75 $1.4 Million - $1.5 Million	39,625 New	39,625 $1.51 Million

Others Institutions Holding XLRE

# of Institutions

842

Shares Held

152M

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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Rooted Wealth Advisors, Inc. Select Sector Spdr Tr Real Est Transaction History