Waterway Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Waterway Wealth Management, LLC

  • $227 Billion
  • Q4 2024

A detailed history of Waterway Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 14,879 shares of XLRE stock, worth $634,738. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,879
Previous 19,850 25.04%
Holding current value
$634,738
Previous $887 Million 31.76%
% of portfolio
0.27%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$40.06 - $45.21 $199,138 - $224,738
-4,971 Reduced 25.04%
14,879 $605 Million
Q3 2024

Oct 21, 2024
BUY
$38.04 - $45.36 $31,915 - $38,057
839 Added 4.41%
19,850 $887 Million
Q2 2024

Jul 25, 2024
BUY
$35.73 - $39.2 $301,489 - $330,769
8,438 Added 79.81%
19,011 $730 Million
Q1 2024

Apr 18, 2024
BUY
$37.55 - $40.43 $15,620 - $16,818
416 Added 4.1%
10,573 $418 Million
Q4 2023

Jan 17, 2024
BUY
$32.19 - $40.5 $326,953 - $411,358
10,157 New
10,157 $407 Million

Others Institutions Holding XLRE

# of Institutions
845
Shares Held
134M
Call Options Held
838K
Put Options Held
4.48M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Waterway Wealth Management, LLC Portfolio

Follow Waterway Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterway Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterway Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email