Cascade Financial Partners, LLC Select Sector Spdr Tr Real Est Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 24,729 shares of XLRE stock, worth $1.04 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

24,729

Previous 19,573 26.34%

Holding current value

$1.04 Million

Previous $859 Million 17.07%

% of portfolio

0.13%

Previous 0.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$40.06 - $45.21 $206,549 - $233,102	5,156 Added 26.34%	24,729 $1.01 Billion
Q3 2024 Oct 24, 2024	BUY	$38.04 - $45.36 $101,490 - $121,020	2,668 Added 15.78%	19,573 $859 Million
Q2 2024 Jul 31, 2024	BUY	$35.73 - $39.2 $99,579 - $109,250	2,787 Added 19.74%	16,905 $649 Million
Q1 2024 May 14, 2024	BUY	$37.55 - $40.43 $530,130 - $570,790	14,118 New	14,118 $526 Million

Others Institutions Holding XLRE

# of Institutions

829

Shares Held

137M

Call Options Held

704K

Put Options Held

4.5M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Cascade Financial Partners, LLC Select Sector Spdr Tr Real Est Transaction History