Invenio Wealth Partners LLC Select Sector Spdr Tr Real Est Transaction History

Invenio Wealth Partners LLC

  • $275 Billion
  • Q3 2025

A detailed history of Invenio Wealth Partners LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 145,771 shares of XLRE stock, worth $5.97 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
145,771
Previous 139,782 4.28%
Holding current value
$5.97 Million
Previous $5.79 Billion 6.07%
% of portfolio
2.23%
Previous 2.3%

Shares

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

Nov 13, 2025
BUY
$40.94 - $42.85 $245,189 - $256,628
5,989 Added 4.28%
145,771 $6.14 Billion
Q2 2025

Aug 11, 2025
SELL
$37.08 - $42.26 $8,120 - $9,254
-219 Reduced 0.16%
139,782 $5.79 Billion
Q1 2025

May 13, 2025
BUY
$39.18 - $43.52 $211,532 - $234,964
5,399 Added 4.01%
140,001 $5.86 Billion
Q4 2024

Feb 12, 2025
BUY
$40.06 - $45.21 $5.39 Million - $6.09 Million
134,602 New
134,602 $5.47 Billion

Others Institutions Holding XLRE

# of Institutions
842
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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