Forvis Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 10,407 shares of XLRE stock, worth $424,293. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,407

Previous 10,976 5.18%

Holding current value

$424,293

Previous $421,000 10.21%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$38.04 - $45.36 $21,644 - $25,809	-569 Reduced 5.18%	10,407 $464,000
Q2 2024 Aug 09, 2024	SELL	$35.73 - $39.2 $9,968 - $10,936	-279 Reduced 2.48%	10,976 $421,000
Q1 2024 Apr 19, 2024	BUY	$37.55 - $40.43 $4,055 - $4,366	108 Added 0.97%	11,255 $444,000
Q4 2023 Jan 11, 2024	SELL	$32.19 - $40.5 $41,203 - $51,840	-1,280 Reduced 10.3%	11,147 $446,000
Q3 2023 Oct 25, 2023	SELL	$33.6 - $38.97 $23,016 - $26,694	-685 Reduced 5.22%	12,427 $423,000
Q2 2023 Aug 08, 2023	SELL	$35.21 - $37.75 $110,946 - $118,950	-3,151 Reduced 19.38%	13,112 $494,000
Q1 2023 Apr 26, 2023	SELL	$34.62 - $41.83 $1,973 - $2,384	-57 Reduced 0.35%	16,263 $607,000
Q4 2022 Feb 02, 2023	SELL	$33.77 - $39.47 $40,591 - $47,442	-1,202 Reduced 6.86%	16,320 $602,000
Q3 2022 Oct 13, 2022	SELL	$35.63 - $45.74 $72,720 - $93,355	-2,041 Reduced 10.43%	17,522 $630,000
Q2 2022 Jul 22, 2022	BUY	$38.85 - $50.6 $760,022 - $989,887	19,563 New	19,563 $799,000

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

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Forvis Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History