Geo Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Geo Wealth Management, LLC holds 130,853 shares of XLRE stock, worth $5.5 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
130,853
Previous 158,037 17.2%
Holding current value
$5.5 Million
Previous $7.06 Million 24.62%
% of portfolio
0.18%
Previous 0.26%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$40.06 - $45.21 $1.09 Million - $1.23 Million
-27,184 Reduced 17.2%
130,853 $5.32 Million
Q3 2024

Nov 12, 2024
BUY
$38.04 - $45.36 $3.35 Million - $4 Million
88,075 Added 125.89%
158,037 $7.06 Million
Q2 2024

Aug 12, 2024
SELL
$35.73 - $39.2 $3.18 Million - $3.49 Million
-88,965 Reduced 55.98%
69,962 $2.69 Million
Q1 2024

May 15, 2024
SELL
$37.55 - $40.43 $5.97 Million - $6.43 Million
-158,927 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$37.55 - $40.43 $351,805 - $378,788
9,369 Added 6.26%
158,927 $6.28 Million
Q4 2023

Feb 13, 2024
BUY
$32.19 - $40.5 $688,318 - $866,011
21,383 Added 16.68%
149,558 $5.99 Million
Q3 2023

Nov 13, 2023
BUY
$33.6 - $38.97 $744,912 - $863,964
22,170 Added 20.91%
128,175 $4.37 Million
Q2 2023

Aug 10, 2023
BUY
$35.21 - $37.75 $3.73 Million - $4 Million
105,994 Added 963581.81%
106,005 $4 Million
Q1 2023

May 12, 2023
SELL
$34.62 - $41.83 $1,003 - $1,213
-29 Reduced 72.5%
11 $0
Q4 2022

Feb 13, 2023
SELL
$33.77 - $39.47 $17,020 - $19,892
-504 Reduced 92.65%
40 $2,000
Q3 2022

Nov 14, 2022
SELL
$35.63 - $45.74 $712 - $914
-20 Reduced 3.55%
544 $19,000
Q2 2022

Aug 12, 2022
SELL
$38.85 - $50.6 $777 - $1,012
-20 Reduced 3.42%
564 $24,000
Q1 2022

May 13, 2022
SELL
$43.98 - $51.33 $472,916 - $551,951
-10,753 Reduced 94.85%
584 $28,000
Q4 2021

Feb 14, 2022
SELL
$44.62 - $51.81 $7,049 - $8,185
-158 Reduced 1.37%
11,337 $589,000
Q3 2021

Nov 12, 2021
BUY
$44.45 - $48.73 $18,357 - $20,125
413 Added 3.73%
11,495 $511,000
Q2 2021

Aug 17, 2021
SELL
$40.12 - $45.73 $47,100 - $53,687
-1,174 Reduced 9.58%
11,082 $492,000
Q1 2021

May 13, 2021
BUY
$35.06 - $39.91 $106,336 - $121,047
3,033 Added 32.89%
12,256 $484,000
Q4 2020

Feb 12, 2021
SELL
$33.98 - $37.77 $25,688 - $28,554
-756 Reduced 7.58%
9,223 $339,000
Q3 2020

Nov 13, 2020
BUY
$33.85 - $37.14 $337,789 - $370,620
9,979 New
9,979 $353,000

Others Institutions Holding XLRE

# of Institutions
845
Shares Held
134M
Call Options Held
859K
Put Options Held
4.59M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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