A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,378 shares of XLRE stock, worth $538,690. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,378
Previous 13,298 6.92%
Holding current value
$538,690
Previous $526 Million 9.56%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$35.73 - $39.2 $32,871 - $36,064
-920 Reduced 6.92%
12,378 $475 Million
Q1 2024

May 07, 2024

SELL
$37.55 - $40.43 $84,825 - $91,331
-2,259 Reduced 14.52%
13,298 $526 Million
Q4 2023

Apr 15, 2024

BUY
$32.19 - $40.5 $500,779 - $630,058
15,557 New
15,557 $623 Million

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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