Wealthspire Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 15,210 shares of XLRE stock, worth $622,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,210

Previous 15,142 0.45%

Holding current value

$622,849

Previous $627,000 2.07%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$40.94 - $42.85 $2,783 - $2,913	68 Added 0.45%	15,210 $640,000
Q2 2025 Aug 11, 2025	SELL	$37.08 - $42.26 $96,222 - $109,664	-2,595 Reduced 14.63%	15,142 $627,000
Q1 2025 May 09, 2025	SELL	$39.18 - $43.52 $502,953 - $558,666	-12,837 Reduced 41.99%	17,737 $742,000
Q4 2024 Feb 03, 2025	SELL	$40.06 - $45.21 $191,206 - $215,787	-4,773 Reduced 13.5%	30,574 $1.24 Million
Q3 2024 Nov 13, 2024	SELL	$38.04 - $45.36 $413,456 - $493,017	-10,869 Reduced 23.52%	35,347 $1.58 Million

Q2 2024 Aug 08, 2024	SELL	$35.73 - $39.2 $1.98 Million - $2.17 Million	-55,279 Reduced 54.46%	46,216 $1.78 Million
Q1 2024 May 06, 2024	SELL	$37.55 - $40.43 $821,105 - $884,082	-21,867 Reduced 17.73%	101,495 $4.01 Million
Q4 2023 Feb 06, 2024	BUY	$32.19 - $40.5 $3.97 Million - $5 Million	123,362 New	123,362 $4.94 Million
Q4 2020 Feb 16, 2021	SELL	$33.98 - $37.77 $207,685 - $230,850	-6,112 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$33.85 - $37.14 $206,891 - $226,999	6,112 New	6,112 $216,000
Q1 2019 May 08, 2019	SELL	N/A	-85 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	85 New	85 $3,000

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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Wealthspire Advisors, LLC Select Sector Spdr Tr Real Est Transaction History