Ever Source Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,020 shares of XLRE stock, worth $41,769. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,020

Previous 1,042 2.11%

Holding current value

$41,769

Previous $43,000 2.33%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$40.94 - $42.85 $900 - $942	-22 Reduced 2.11%	1,020 $42,000
Q2 2025 Aug 13, 2025	SELL	$37.08 - $42.26 $30,183 - $34,399	-814 Reduced 43.86%	1,042 $43,000
Q1 2025 May 13, 2025	BUY	$39.18 - $43.52 $72,052 - $80,033	1,839 Added 10817.65%	1,856 $77,000
Q4 2024 Feb 07, 2025	BUY	$40.06 - $45.21 $681 - $768	17 New	17 $0
Q1 2024 Jun 11, 2024	BUY	$37.55 - $40.43 $863 - $929	23 Added 4.71%	511 $20,000

Q4 2023 Feb 09, 2024	BUY	$32.19 - $40.5 $15,708 - $19,764	488 New	488 $19,000
Q1 2023 May 11, 2023	SELL	$34.62 - $41.83 $5,712 - $6,901	-165 Reduced 46.48%	190 $7,000
Q4 2022 Feb 09, 2023	BUY	$33.77 - $39.47 $11,988 - $14,011	355 New	355 $13,000
Q2 2022 Aug 01, 2022	SELL	$38.85 - $50.6 $16,006 - $20,847	-412 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$43.98 - $51.33 $5,233 - $6,108	-119 Reduced 22.41%	412 $20,000
Q4 2021 Feb 07, 2022	BUY	$44.62 - $51.81 $23,693 - $27,511	531 New	531 $28,000

Others Institutions Holding XLRE

# of Institutions

843

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

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Ever Source Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History