Fortis Group Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 144,952 shares of XLRE stock, worth $6.17 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

144,952

Previous 267,344 45.78%

Holding current value

$6.17 Million

Previous $11.9 Billion 50.64%

% of portfolio

1.1%

Previous 2.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$40.06 - $45.21 $4.9 Million - $5.53 Million	-122,392 Reduced 45.78%	144,952 $5.9 Billion
Q3 2024 Oct 21, 2024	BUY	$38.04 - $45.36 $10.2 Million - $12.1 Million	267,344 New	267,344 $11.9 Billion
Q1 2024 Apr 30, 2024	BUY	$37.55 - $40.43 $286,318 - $308,278	7,625 New	7,625 $301 Million
Q1 2023 May 26, 2023	SELL	$34.62 - $41.83 $1.83 Million - $2.21 Million	-52,721 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$33.85 - $37.14 $1.78 Million - $1.96 Million	52,721 New	52,721 $1.86 Million

Others Institutions Holding XLRE

# of Institutions

845

Shares Held

134M

Call Options Held

838K

Put Options Held

4.48M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Fortis Group Advisors, LLC Select Sector Spdr Tr Real Est Transaction History