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

Atticus Wealth Management, LLC

$294 Million
Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 9,511 shares of XLRE stock, worth $389,665. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,511

Previous 9,566 0.57%

Holding current value

$389,665

Previous $427,000 9.6%

% of portfolio

0.13%

Previous 0.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$40.06 - $45.21 $2,203 - $2,486	-55 Reduced 0.57%	9,511 $386,000
Q3 2024 Oct 15, 2024	SELL	$38.04 - $45.36 $89,736 - $107,004	-2,359 Reduced 19.78%	9,566 $427,000
Q2 2024 Jul 17, 2024	BUY	$35.73 - $39.2 $17,078 - $18,737	478 Added 4.18%	11,925 $458,000
Q1 2024 Apr 17, 2024	SELL	$37.55 - $40.43 $53,320 - $57,410	-1,420 Reduced 11.04%	11,447 $452,000
Q4 2023 Jan 17, 2024	SELL	$32.19 - $40.5 $182,839 - $230,040	-5,680 Reduced 30.62%	12,867 $515,000
Q3 2023 Nov 15, 2023	SELL	$33.6 - $38.97 $41,361 - $47,972	-1,231 Reduced 6.22%	18,547 $631,000
Q2 2023 Jul 20, 2023	SELL	$35.21 - $37.75 $161,261 - $172,895	-4,580 Reduced 18.8%	19,778 $745,000
Q1 2023 Apr 17, 2023	SELL	$34.62 - $41.83 $102,752 - $124,151	-2,968 Reduced 10.86%	24,358 $910,000
Q4 2022 Jan 31, 2023	BUY	$33.77 - $39.47 $282,249 - $329,890	8,358 Added 44.06%	27,326 $1.01 Million
Q2 2022 Jul 13, 2022	SELL	$38.85 - $50.6 $59,829 - $77,924	-1,540 Reduced 7.51%	18,968 $775,000
Q1 2022 Apr 15, 2022	BUY	$43.98 - $51.33 $298,272 - $348,120	6,782 Added 49.41%	20,508 $991,000
Q4 2021 Jan 26, 2022	BUY	$44.62 - $51.81 $578,364 - $671,561	12,962 Added 1696.6%	13,726 $711,000
Q3 2021 Oct 18, 2021	BUY	$44.45 - $48.73 $5,022 - $5,506	113 Added 17.36%	764 $34,000
Q2 2021 Jul 21, 2021	SELL	$40.12 - $45.73 $27,923 - $31,828	-696 Reduced 51.67%	651 $29,000
Q1 2021 Apr 15, 2021	SELL	$35.06 - $39.91 $44,806 - $51,004	-1,278 Reduced 48.69%	1,347 $53,000
Q4 2020 Jan 20, 2021	SELL	$33.98 - $37.77 $13,558 - $15,070	-399 Reduced 13.19%	2,625 $96,000
Q3 2020 Oct 21, 2020	SELL	$33.85 - $37.14 $278,247 - $305,290	-8,220 Reduced 73.11%	3,024 $107,000
Q2 2020 Jul 15, 2020	BUY	$29.12 - $37.86 $211,061 - $274,409	7,248 Added 181.38%	11,244 $391,000
Q1 2020 Apr 23, 2020	BUY	$25.46 - $41.93 $101,738 - $167,552	3,996 New	3,996 $124,000

Others Institutions Holding XLRE

# of Institutions

827

Shares Held

137M

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

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