A detailed history of Diversify Advisory Services, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 15,603 shares of XLRE stock, worth $687,936. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,603
Previous 17,352 10.08%
Holding current value
$687,936
Previous $666 Million 2.78%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 24, 2024

SELL
$38.04 - $45.36 $66,531 - $79,334
-1,749 Reduced 10.08%
15,603 $685 Million
Q2 2024

Jul 12, 2024

BUY
$35.73 - $39.2 $24,082 - $26,420
674 Added 4.04%
17,352 $666 Million
Q1 2024

Apr 30, 2024

BUY
$37.55 - $40.43 $626,258 - $674,291
16,678 New
16,678 $648 Million

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, 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 Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.