Abound Wealth Management Select Sector Spdr Tr Real Est Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

A detailed history of Abound Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Abound Wealth Management holds 3,301 shares of XLRE stock, worth $145,541. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,301

Previous 3,250 1.57%

Holding current value

$145,541

Previous $125 Million 18.13%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$38.04 - $45.36 $1,940 - $2,313	51 Added 1.57%	3,301 $147 Million
Q2 2024 Aug 09, 2024	SELL	$35.73 - $39.2 $178 - $196	-5 Reduced 0.15%	3,250 $125 Million
Q1 2024 Aug 08, 2024	BUY	$37.55 - $40.43 $26,022 - $28,017	693 Added 27.05%	3,255 $129 Million
Q4 2023 Aug 08, 2024	BUY	$32.19 - $40.5 $1,126 - $1,417	35 Added 1.39%	2,562 $103 Million
Q3 2023 Aug 08, 2024	BUY	$33.6 - $38.97 $16,800 - $19,485	500 Added 24.67%	2,527 $86.1 Million
Q2 2023 Aug 08, 2024	BUY	$35.21 - $37.75 $44,611 - $47,829	1,267 Added 166.71%	2,027 $76.4 Million
Q1 2023 Aug 07, 2024	BUY	$34.62 - $41.83 $26,311 - $31,790	760 New	760 $28.4 Million
Q4 2022 Aug 07, 2024	BUY	$33.77 - $39.47 $22,625 - $26,444	670 Added 858.97%	748 $27.6 Million
Q3 2022 Aug 07, 2024	SELL	$35.63 - $45.74 $24,299 - $31,194	-682 Reduced 89.74%	78 $2.81 Million

Others Institutions Holding XLRE

# of Institutions

819

Shares Held

141M

Call Options Held

704K

Put Options Held

4.5M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Abound Wealth Management with notifications on news.

Account

Abound Wealth Management Select Sector Spdr Tr Real Est Transaction History