A detailed history of Financial Perspectives, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Financial Perspectives, Inc holds 200 shares of XLRE stock, worth $8,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 199 0.5%
Holding current value
$8,173
Previous $7.65 Million 17.1%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$38.04 - $45.36 $38 - $45
1 Added 0.5%
200 $8.95 Million
Q2 2024

Aug 09, 2024

SELL
$35.73 - $39.2 $7,967 - $8,741
-223 Reduced 52.84%
199 $7.65 Million
Q1 2024

Apr 19, 2024

BUY
$37.55 - $40.43 $37 - $40
1 Added 0.24%
422 $16.7 Million
Q4 2023

Feb 01, 2024

BUY
$32.19 - $40.5 $64 - $81
2 Added 0.48%
421 $16.9 Million
Q3 2023

Jan 09, 2024

BUY
$33.6 - $38.97 $67 - $77
2 Added 0.48%
419 $14.3 Million
Q2 2023

Jan 09, 2024

BUY
$35.21 - $37.75 $70 - $75
2 Added 0.48%
417 $15.7 Million
Q1 2023

Jan 09, 2024

BUY
$34.62 - $41.83 $34 - $41
1 Added 0.24%
415 $15.5 Million
Q4 2022

Jan 09, 2024

BUY
$33.77 - $39.47 $67 - $78
2 Added 0.49%
414 $15.3 Million
Q3 2022

Jan 09, 2024

BUY
$35.63 - $45.74 $71 - $91
2 Added 0.49%
412 $14.8 Million
Q2 2022

Jan 09, 2024

BUY
$38.85 - $50.6 $38 - $50
1 Added 0.24%
410 $16.8 Million
Q1 2022

Jan 09, 2024

BUY
$43.98 - $51.33 $43 - $51
1 Added 0.25%
409 $19.7 Million
Q4 2021

Jan 09, 2024

BUY
$44.62 - $51.81 $89 - $103
2 Added 0.49%
408 $21.1 Million
Q3 2021

Jan 09, 2024

BUY
$44.45 - $48.73 $18,046 - $19,784
406 New
406 $18 Million

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.