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

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

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 24,713 shares of XLRE stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

24,713

Previous 26,071 5.21%

Holding current value

$1.06 Million

Previous $1.06 Million 2.45%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$39.18 - $43.52 $53,206 - $59,100	-1,358 Reduced 5.21%	24,713 $1.03 Million
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

840

Shares Held

151M

Call Options Held

493K

Put Options Held

2.82M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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