Clearstead Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,301 shares of XLRE stock, worth $53,093. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,301
Previous 4,778 72.77%
Holding current value
$53,093
Previous $183,000 68.31%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$38.04 - $45.36 $132,265 - $157,716
-3,477 Reduced 72.77%
1,301 $58,000
Q1 2024

May 14, 2024
BUY
$37.55 - $40.43 $116,630 - $125,575
3,106 Added 185.77%
4,778 $188,000
Q4 2023

Feb 12, 2024
BUY
$32.19 - $40.5 $1,384 - $1,741
43 Added 2.64%
1,672 $66,000
Q3 2023

Nov 07, 2023
SELL
$33.6 - $38.97 $32,457 - $37,645
-966 Reduced 37.23%
1,629 $55,000
Q2 2023

Aug 07, 2023
SELL
$35.21 - $37.75 $105,313 - $112,910
-2,991 Reduced 53.54%
2,595 $97,000
Q1 2023

May 09, 2023
BUY
$34.62 - $41.83 $103,859 - $125,490
3,000 Added 116.01%
5,586 $208,000
Q4 2022

Feb 14, 2023
SELL
$33.77 - $39.47 $36,370 - $42,509
-1,077 Reduced 29.4%
2,586 $95,000
Q3 2022

Nov 14, 2022
BUY
$35.63 - $45.74 $37,340 - $47,935
1,048 Added 40.08%
3,663 $132,000
Q2 2022

Aug 12, 2022
SELL
$38.85 - $50.6 $11,616 - $15,129
-299 Reduced 10.26%
2,615 $107,000
Q4 2021

Feb 14, 2022
SELL
$44.62 - $51.81 $25,344 - $29,428
-568 Reduced 16.31%
2,914 $151,000
Q3 2021

Nov 12, 2021
BUY
$44.45 - $48.73 $154,774 - $169,677
3,482 New
3,482 $155,000
Q1 2021

May 14, 2021
SELL
$35.06 - $39.91 $13,638 - $15,524
-389 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$33.85 - $37.14 $541 - $594
-16 Reduced 3.95%
389 $14,000
Q2 2020

Aug 11, 2020
SELL
$29.12 - $37.86 $2,009 - $2,612
-69 Reduced 14.56%
405 $14,000
Q1 2020

May 14, 2020
BUY
$25.46 - $41.93 $12,068 - $19,874
474 New
474 $15,000

Others Institutions Holding XLRE

# of Institutions
823
Shares Held
141M
Call Options Held
704K
Put Options Held
4.5M
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 Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email