Summit Financial, LLC Select Sector Spdr Tr Real Est Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Summit Financial, LLC holds 15,177 shares of XLRE stock, worth $621,498. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,177

Previous 18,363 17.35%

Holding current value

$621,498

Previous $760,000 15.92%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$40.94 - $42.85 $130,434 - $136,520	-3,186 Reduced 17.35%	15,177 $639,000
Q2 2025 Aug 13, 2025	SELL	$37.08 - $42.26 $2.26 Million - $2.58 Million	-61,023 Reduced 76.87%	18,363 $760,000
Q1 2025 May 14, 2025	BUY	$39.18 - $43.52 $2.25 Million - $2.5 Million	57,457 Added 262.01%	79,386 $3.32 Million
Q4 2024 Feb 12, 2025	BUY	$40.06 - $45.21 $520,098 - $586,961	12,983 Added 145.13%	21,929 $891,000
Q3 2024 Nov 12, 2024	BUY	$38.04 - $45.36 $340,305 - $405,790	8,946 New	8,946 $399,000

Q3 2023 Nov 07, 2023	BUY	$33.6 - $38.97 $59,102 - $68,548	1,759 Added 10.58%	18,381 $626,000
Q2 2023 Aug 11, 2023	BUY	$35.21 - $37.75 $84,187 - $90,260	2,391 Added 16.8%	16,622 $626,000
Q1 2023 May 03, 2023	BUY	$34.62 - $41.83 $492,677 - $595,282	14,231 New	14,231 $531,000

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

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Summit Financial, LLC Select Sector Spdr Tr Real Est Transaction History