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

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 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 15,390 shares of XLRE stock, worth $628,065. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,390
Previous 166,000 90.73%
Holding current value
$628,065
Previous $6.38 Million 89.23%
% of portfolio
0.02%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
823
Shares Held
141M
Call Options Held
704K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email