Arkadios Wealth Advisors Select Sector Spdr Tr Real Est Transaction History

Arkadios Wealth Advisors

$3.83 Billion
Q3 2025

A detailed history of Arkadios Wealth Advisors transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Arkadios Wealth Advisors holds 23,396 shares of XLRE stock, worth $958,066. This represents 0.03% of its overall portfolio holdings.

Number of Shares

23,396

Previous 18,024 29.8%

Holding current value

$958,066

Previous $746,000 32.04%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$40.94 - $42.85 $219,929 - $230,190	5,372 Added 29.8%	23,396 $985,000
Q2 2025 Aug 04, 2025	SELL	$37.08 - $42.26 $33,668 - $38,372	-908 Reduced 4.8%	18,024 $746,000
Q1 2025 May 08, 2025	SELL	$39.18 - $43.52 $47,094 - $52,311	-1,202 Reduced 5.97%	18,932 $792,000
Q4 2024 Jan 15, 2025	BUY	$40.06 - $45.21 $132,238 - $149,238	3,301 Added 19.61%	20,134 $818,000
Q3 2024 Oct 24, 2024	BUY	$38.04 - $45.36 $640,327 - $763,544	16,833 New	16,833 $751,000

Q2 2022 Jul 14, 2022	SELL	$38.85 - $50.6 $177,117 - $230,685	-4,559 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$43.98 - $51.33 $4,222 - $4,927	-96 Reduced 2.06%	4,559 $220,000
Q4 2021 Feb 03, 2022	SELL	$44.62 - $51.81 $172,813 - $200,660	-3,873 Reduced 45.42%	4,655 $241,000
Q3 2021 Oct 19, 2021	BUY	$44.45 - $48.73 $264,477 - $289,943	5,950 Added 230.8%	8,528 $379,000
Q2 2021 Jul 28, 2021	BUY	$40.12 - $45.73 $42,687 - $48,656	1,064 Added 70.28%	2,578 $114,000
Q1 2021 Apr 26, 2021	BUY	$35.06 - $39.91 $36,252 - $41,266	1,034 Added 215.42%	1,514 $59,000
Q4 2020 Feb 09, 2021	BUY	$33.98 - $37.77 $12,062 - $13,408	355 Added 284.0%	480 $17,000
Q3 2020 Nov 10, 2020	SELL	$33.85 - $37.14 $12,693 - $13,927	-375 Reduced 75.0%	125 $4.51 Million
Q2 2020 Aug 10, 2020	SELL	$29.12 - $37.86 $2,184 - $2,839	-75 Reduced 13.04%	500 $17.4 Million
Q1 2020 May 14, 2020	BUY	$25.46 - $41.93 $1,909 - $3,144	75 Added 15.0%	575 $17.8 Million
Q4 2019 Feb 14, 2020	BUY	$37.47 - $40.18 $18,735 - $20,090	500 New	500 $0

Others Institutions Holding XLRE

# of Institutions

841

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Select Sector Spdr Tr Real Est Transaction History