Waller Financial Planning Group, Inc Select Sector Spdr Tr Real Est Transaction History

Waller Financial Planning Group, Inc

  • $443 Million
  • Q4 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 130,905 shares of XLRE stock, worth $5.36 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
130,905
Previous 490,922 73.33%
Holding current value
$5.36 Million
Previous $20.7 Million 74.08%
% of portfolio
1.21%
Previous 4.76%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$40.65 - $42.74 $14.6 Million - $15.4 Million
-360,017 Reduced 73.33%
130,905 $5.36 Million
Q3 2025

Oct 09, 2025
BUY
$40.94 - $42.85 $336,322 - $352,012
8,215 Added 1.7%
490,922 $20.7 Million
Q2 2025

Jul 02, 2025
BUY
$37.08 - $42.26 $313,400 - $357,181
8,452 Added 1.78%
482,707 $19.8 Million
Q1 2025

Apr 02, 2025
BUY
$39.18 - $43.52 $114,444 - $127,121
2,921 Added 0.62%
474,255 $19.6 Million
Q4 2024

Jan 03, 2025
BUY
$40.06 - $45.21 $209,754 - $236,719
5,236 Added 1.12%
471,334 $19.2 Million
Q3 2024

Oct 02, 2024
BUY
$38.04 - $45.36 $137,286 - $163,704
3,609 Added 0.78%
466,098 $20.8 Million
Q2 2024

Jul 02, 2024
BUY
$35.73 - $39.2 $134,451 - $147,509
3,763 Added 0.82%
462,489 $17.8 Million
Q1 2024

Apr 02, 2024
SELL
$37.55 - $40.43 $899,848 - $968,864
-23,964 Reduced 4.96%
458,726 $18.1 Million
Q4 2023

Jan 03, 2024
BUY
$32.19 - $40.5 $141,249 - $177,714
4,388 Added 0.92%
482,690 $19.3 Million
Q3 2023

Oct 18, 2023
BUY
$33.6 - $38.97 $117,633 - $136,433
3,501 Added 0.74%
478,302 $16.3 Million
Q2 2023

Jul 05, 2023
BUY
$35.21 - $37.75 $860,673 - $922,761
24,444 Added 5.43%
474,801 $17.9 Million
Q1 2023

Apr 18, 2023
BUY
$34.62 - $41.83 $2.16 Million - $2.61 Million
62,437 Added 16.1%
450,357 $16.8 Million
Q4 2022

Jan 05, 2023
SELL
$33.77 - $39.47 $299,877 - $350,493
-8,880 Reduced 2.24%
387,920 $0
Q3 2022

Oct 20, 2022
BUY
$35.63 - $45.74 $1.02 Million - $1.31 Million
28,646 Added 7.78%
396,800 $14.3 Million
Q2 2022

Jul 18, 2022
BUY
$38.85 - $50.6 $14.3 Million - $18.6 Million
368,154 New
368,154 $15 Million

Others Institutions Holding XLRE

# of Institutions
844
Shares Held
151M
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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