Avitas Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024

A detailed history of Avitas Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Avitas Wealth Management LLC holds 11,385 shares of XLRE stock, worth $473,843. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,385
Previous 12,072 5.69%
Holding current value
$473,843
Previous $539,000 14.1%
% of portfolio
0.07%
Previous 0.08%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$40.06 - $45.21 $27,521 - $31,059
-687 Reduced 5.69%
11,385 $463,000
Q3 2024

Oct 25, 2024
SELL
$38.04 - $45.36 $6,771 - $8,074
-178 Reduced 1.45%
12,072 $539,000
Q2 2024

Jul 24, 2024
BUY
$35.73 - $39.2 $3,930 - $4,312
110 Added 0.91%
12,250 $470,000
Q1 2024

Apr 24, 2024
SELL
$37.55 - $40.43 $5,932 - $6,387
-158 Reduced 1.28%
12,140 $479,000
Q4 2023

Jan 24, 2024
BUY
$32.19 - $40.5 $168,031 - $211,410
5,220 Added 73.75%
12,298 $492,000
Q3 2023

Nov 02, 2023
SELL
$33.6 - $38.97 $167,160 - $193,875
-4,975 Reduced 41.28%
7,078 $241,000
Q2 2023

Jul 18, 2023
BUY
$35.21 - $37.75 $4,366 - $4,681
124 Added 1.04%
12,053 $454,000
Q1 2023

May 15, 2023
BUY
$34.62 - $41.83 $13,467 - $16,271
389 Added 3.37%
11,929 $445,000
Q4 2022

Jan 10, 2023
BUY
$33.77 - $39.47 $24,753 - $28,931
733 Added 6.78%
11,540 $0
Q3 2022

Oct 27, 2022
BUY
$35.63 - $45.74 $8,337 - $10,703
234 Added 2.21%
10,807 $389,000
Q2 2022

Jul 29, 2022
BUY
$38.85 - $50.6 $45,104 - $58,746
1,161 Added 12.34%
10,573 $432,000
Q1 2022

Apr 28, 2022
BUY
$43.98 - $51.33 $151,203 - $176,472
3,438 Added 57.55%
9,412 $455,000
Q4 2021

Jan 26, 2022
SELL
$44.62 - $51.81 $7,585 - $8,807
-170 Reduced 2.77%
5,974 $310,000
Q3 2021

Oct 28, 2021
SELL
$44.45 - $48.73 $5,467 - $5,993
-123 Reduced 1.96%
6,144 $273,000
Q2 2021

Jul 12, 2021
BUY
$40.12 - $45.73 $2,848 - $3,246
71 Added 1.15%
6,267 $278,000
Q1 2021

May 13, 2021
SELL
$35.06 - $39.91 $1,647 - $1,875
-47 Reduced 0.75%
6,196 $245,000
Q4 2020

Feb 26, 2021
SELL
$33.98 - $37.77 $2,888 - $3,210
-85 Reduced 1.34%
6,243 $228,000
Q3 2020

Oct 06, 2020
BUY
$33.85 - $37.14 $3,723 - $4,085
110 Added 1.77%
6,328 $223,000
Q2 2020

Jul 30, 2020
BUY
$29.12 - $37.86 $181,068 - $235,413
6,218 New
6,218 $216,000

Others Institutions Holding XLRE

# of Institutions
851
Shares Held
134M
Call Options Held
838K
Put Options Held
4.48M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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