Dean, Jacobson Financial Services, LLC Select Sector Spdr Tr Real Est Transaction History

Dean, Jacobson Financial Services, LLC

  • $131 Million
  • Q4 2024

A detailed history of Dean, Jacobson Financial Services, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Dean, Jacobson Financial Services, LLC holds 516,074 shares of XLRE stock, worth $22.3 Million. This represents 16.07% of its overall portfolio holdings.

Number of Shares
516,074
Previous 498,578 3.51%
Holding current value
$22.3 Million
Previous $22.3 Million 5.76%
% of portfolio
16.07%
Previous 16.74%

Shares

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

Jan 22, 2025
BUY
$40.06 - $45.21 $700,889 - $790,994
17,496 Added 3.51%
516,074 $21 Million
Q3 2024

Oct 24, 2024
SELL
$38.04 - $45.36 $223,256 - $266,217
-5,869 Reduced 1.16%
498,578 $22.3 Million
Q2 2024

Aug 09, 2024
BUY
$35.73 - $39.2 $234,638 - $257,426
6,567 Added 1.32%
504,447 $19.4 Million
Q1 2024

Apr 19, 2024
BUY
$37.55 - $40.43 $131,838 - $141,949
3,511 Added 0.71%
497,880 $19.7 Million
Q4 2023

Feb 07, 2024
BUY
$32.19 - $40.5 $15.9 Million - $20 Million
494,369 New
494,369 $19.8 Million
Q2 2022

Aug 04, 2022
SELL
$38.85 - $50.6 $17.1 Million - $22.3 Million
-439,968 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$43.98 - $51.33 $93,809 - $109,486
2,133 Added 0.49%
439,968 $21.3 Million
Q4 2021

Feb 16, 2022
SELL
$44.62 - $51.81 $44,664 - $51,861
-1,001 Reduced 0.23%
437,835 $22.7 Million
Q4 2021

Feb 15, 2022
BUY
$44.62 - $51.81 $19.6 Million - $22.7 Million
438,836 New
438,836 $22.7 Million

Others Institutions Holding XLRE

# of Institutions
848
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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