Marshall & Sterling Wealth Advisors Inc. Select Sector Spdr Tr Real Est Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 9,381 shares of XLRE stock, worth $384,151. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,381
Previous 5,850 60.36%
Holding current value
$384,151
Previous $242 Million 62.75%
% of portfolio
0.25%
Previous 0.16%

Shares

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

Nov 07, 2025
BUY
$40.94 - $42.85 $144,559 - $151,303
3,531 Added 60.36%
9,381 $394 Million
Q2 2025

Aug 12, 2025
BUY
$37.08 - $42.26 $216,918 - $247,221
5,850 New
5,850 $242 Million

Others Institutions Holding XLRE

# of Institutions
837
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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