Compass Wealth Management, Llc/Ga Select Sector Spdr Tr Real Est Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 50,997 shares of XLRE stock, worth $2.09 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
50,997
Previous 47,791 6.71%
Holding current value
$2.09 Million
Previous $1.98 Billion 8.54%
% of portfolio
0.95%
Previous 1.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$40.94 - $42.85 $131,253 - $137,377
3,206 Added 6.71%
50,997 $2.15 Billion
Q2 2025

Aug 14, 2025
BUY
$37.08 - $42.26 $1.77 Million - $2.02 Million
47,791 New
47,791 $1.98 Billion

Others Institutions Holding XLRE

# of Institutions
840
Shares Held
152M
Call Options Held
490K
Put Options Held
2.31M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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