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

Capital Advisors Wealth Management, LLC

$691 Million
Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 26,764 shares of XLRE stock, worth $1.1 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

26,764

Previous 40,194 33.41%

Holding current value

$1.1 Million

Previous $1.69 Million 35.32%

% of portfolio

0.16%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$40.65 - $42.74 $545,929 - $573,998	-13,430 Reduced 33.41%	26,764 $1.1 Million
Q3 2025 Oct 15, 2025	SELL	$40.94 - $42.85 $5.36 Million - $5.61 Million	-130,927 Reduced 76.51%	40,194 $1.69 Million
Q2 2025 Aug 13, 2025	BUY	$37.08 - $42.26 $1.01 Million - $1.15 Million	27,187 Added 18.89%	171,121 $7.09 Million
Q1 2025 Apr 24, 2025	SELL	$39.18 - $43.52 $528,107 - $586,606	-13,479 Reduced 8.56%	143,934 $6.02 Million
Q4 2024 Jan 14, 2025	BUY	$40.06 - $45.21 $5.34 Million - $6.03 Million	133,322 Added 553.41%	157,413 $6.4 Million

Q3 2024 Oct 15, 2024	BUY	$38.04 - $45.36 $916,421 - $1.09 Million	24,091 New	24,091 $1.08 Million

Others Institutions Holding XLRE

# of Institutions

847

Shares Held

151M

Call Options Held

490K

Put Options Held

2.51M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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