Atria Wealth Solutions, Inc. Select Sector Spdr Tr Real Est Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 75,713 shares of XLRE stock, worth $3.11 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

75,713

Previous 75,123 0.79%

Holding current value

$3.11 Million

Previous $3.06 Million 3.7%

% of portfolio

0.04%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$39.18 - $43.52 $23,116 - $25,676	590 Added 0.79%	75,713 $3.17 Million
Q4 2024 Jan 31, 2025	BUY	$40.06 - $45.21 $443,624 - $500,655	11,074 Added 17.29%	75,123 $3.06 Million
Q3 2024 Nov 08, 2024	BUY	$38.04 - $45.36 $337,757 - $402,751	8,879 Added 16.09%	64,049 $2.86 Million
Q2 2024 Jul 22, 2024	BUY	$35.73 - $39.2 $23,510 - $25,793	658 Added 1.21%	55,170 $2.12 Million
Q1 2024 May 13, 2024	BUY	$37.55 - $40.43 $51,443 - $55,389	1,370 Added 2.58%	54,512 $2.15 Million
Q4 2023 Feb 02, 2024	BUY	$32.19 - $40.5 $344,304 - $433,188	10,696 Added 25.2%	53,142 $2.13 Million
Q3 2023 Nov 08, 2023	SELL	$33.6 - $38.97 $71,467 - $82,889	-2,127 Reduced 4.77%	42,446 $1.45 Million
Q2 2023 Aug 03, 2023	SELL	$35.21 - $37.75 $355,163 - $380,784	-10,087 Reduced 18.45%	44,573 $1.68 Million
Q1 2023 Aug 22, 2023	BUY	$34.62 - $41.83 $371,680 - $449,086	10,736 Added 24.09%	55,309 $2.07 Million
Q1 2023 Jun 14, 2023	SELL	$34.62 - $41.83 $22,468 - $27,147	-649 Reduced 1.17%	54,660 $2.04 Million
Q1 2023 May 10, 2023	SELL	$34.62 - $41.83 $176,873 - $213,709	-5,109 Reduced 8.46%	55,309 $2.07 Million
Q4 2022 Aug 30, 2023	BUY	$33.77 - $39.47 $340,637 - $398,133	10,087 Added 22.63%	54,660 $2.02 Million
Q4 2022 Feb 13, 2023	BUY	$33.77 - $39.47 $33 - $39	1 Added 0.0%	60,418 $2.23 Million
Q3 2022 Nov 14, 2022	BUY	$35.63 - $45.74 $368,129 - $472,585	10,332 Added 20.63%	60,417 $2.18 Million
Q2 2022 Aug 15, 2022	BUY	$38.85 - $50.6 $557,924 - $726,666	14,361 Added 40.2%	50,085 $2.05 Million
Q1 2022 May 16, 2022	BUY	$43.98 - $51.33 $1.57 Million - $1.83 Million	35,724 New	35,724 $1.73 Million

Others Institutions Holding XLRE

# of Institutions

845

Shares Held

151M

Call Options Held

648K

Put Options Held

2.82M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Select Sector Spdr Tr Real Est Transaction History