Foundations Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 26,071 shares of XLRE stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,071

Previous 15,390 69.4%

Holding current value

$1.08 Million

Previous $687,000 54.29%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$40.06 - $45.21 $427,880 - $482,888	10,681 Added 69.4%	26,071 $1.06 Million
Q3 2024 Oct 21, 2024	SELL	$38.04 - $45.36 $5.73 Million - $6.83 Million	-150,610 Reduced 90.73%	15,390 $687,000
Q2 2024 Aug 02, 2024	BUY	$35.73 - $39.2 $715,243 - $784,705	20,018 Added 13.71%	166,000 $6.38 Million
Q1 2024 May 13, 2024	BUY	$37.55 - $40.43 $568,244 - $611,827	15,133 Added 11.57%	145,982 $5.77 Million
Q4 2023 Feb 08, 2024	BUY	$32.19 - $40.5 $4.21 Million - $5.3 Million	130,849 New	130,849 $5.24 Million
Q2 2023 Jul 19, 2023	BUY	$35.21 - $37.75 $713,812 - $765,305	20,273 New	20,273 $764,000

Others Institutions Holding XLRE

# of Institutions

852

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History