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

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Congress Wealth Management LLC holds 939,742 shares of XLRE stock, worth $38.4 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
939,742
Previous 8,128 11461.79%
Holding current value
$38.4 Million
Previous $312,000 13354.49%
% of portfolio
0.58%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$38.04 - $45.36 $35.4 Million - $42.3 Million
931,614 Added 11461.79%
939,742 $42 Million
Q1 2024

Apr 18, 2024
SELL
$37.55 - $40.43 $613,003 - $660,019
-16,325 Reduced 66.76%
8,128 $321,000
Q4 2023

Feb 09, 2024
SELL
$32.19 - $40.5 $135,037 - $169,897
-4,195 Reduced 14.64%
24,453 $979,000
Q3 2023

Oct 30, 2023
BUY
$33.6 - $38.97 $1,276 - $1,480
38 Added 0.13%
28,648 $976,000
Q2 2023

Jul 13, 2023
SELL
$35.21 - $37.75 $158,973 - $170,441
-4,515 Reduced 13.63%
28,610 $1.08 Million
Q1 2023

Apr 14, 2023
BUY
$34.62 - $41.83 $62,246 - $75,210
1,798 Added 5.74%
33,125 $1.24 Million
Q4 2022

Feb 02, 2023
SELL
$33.77 - $39.47 $3.26 Million - $3.81 Million
-96,591 Reduced 75.51%
31,327 $1.16 Million
Q3 2022

Nov 08, 2022
SELL
$35.63 - $45.74 $5.08 Million - $6.52 Million
-142,469 Reduced 52.69%
127,918 $4.61 Million
Q2 2022

Aug 11, 2022
SELL
$38.85 - $50.6 $555,321 - $723,276
-14,294 Reduced 5.02%
270,387 $11 Million
Q1 2022

May 16, 2022
SELL
$43.98 - $51.33 $789,836 - $921,835
-17,959 Reduced 5.93%
284,681 $13.8 Million
Q4 2021

Feb 04, 2022
BUY
$44.62 - $51.81 $13.5 Million - $15.7 Million
302,640 New
302,640 $15.7 Million

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
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