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

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

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 18,152 shares of XLRE stock, worth $743,324. This represents 0.09% of its overall portfolio holdings.

Number of Shares

18,152

Previous 18,103 0.27%

Holding current value

$743,324

Previous $750 Million 1.99%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$40.94 - $42.85 $2,006 - $2,099	49 Added 0.27%	18,152 $765 Million
Q2 2025 Aug 07, 2025	SELL	$37.08 - $42.26 $75,791 - $86,379	-2,044 Reduced 10.15%	18,103 $750 Million
Q1 2025 May 13, 2025	SELL	$39.18 - $43.52 $179,522 - $199,408	-4,582 Reduced 18.53%	20,147 $843 Million
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

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

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