Bartlett & Co. Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.59 Trillion
  • Q2 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 6,888 shares of XLRE stock, worth $305,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,888
Previous 6,508 5.84%
Holding current value
$305,827
Previous $257 Million 2.84%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$35.73 - $39.2 $13,577 - $14,896
380 Added 5.84%
6,888 $265 Million
Q1 2024

May 09, 2024
SELL
$37.55 - $40.43 $312,078 - $336,013
-8,311 Reduced 56.08%
6,508 $257 Million
Q4 2023

Feb 14, 2024
SELL
$32.19 - $40.5 $686,934 - $864,270
-21,340 Reduced 59.02%
14,819 $600 Million
Q3 2023

Feb 14, 2024
SELL
$33.6 - $38.97 $28,795 - $33,397
-857 Reduced 2.32%
36,159 $1.23 Billion
Q2 2023

Feb 14, 2024
SELL
$35.21 - $37.75 $55,279 - $59,267
-1,570 Reduced 4.07%
37,016 $1.4 Billion
Q1 2023

Feb 14, 2024
SELL
$34.62 - $41.83 $21,810 - $26,352
-630 Reduced 1.61%
38,586 $1.44 Billion
Q4 2022

Feb 14, 2024
BUY
$33.77 - $39.47 $1.31 Million - $1.53 Million
38,871 Added 11266.96%
39,216 $1.45 Billion
Q1 2022

Feb 14, 2024
BUY
$43.98 - $51.33 $8,136 - $9,496
185 Added 115.63%
345 $16.7 Million
Q3 2019

Feb 13, 2024
BUY
$38.59 - $39.55 $6,174 - $6,328
160 New
160 $6.29 Million
Q2 2019

Feb 13, 2024
SELL
N/A
-177 Closed
0 $0
Q4 2018

Feb 13, 2024
BUY
N/A
177 New
177 $5.49 Million

Others Institutions Holding XLRE

# of Institutions
730
Shares Held
118M
Call Options Held
435K
Put Options Held
2.32M
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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email