Global Wealth Management Investment Advisory, Inc. Select Sector Spdr Tr Real Est Transaction History

Global Wealth Management Investment Advisory, Inc.

$407 Million
Q1 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$32.19 - $40.5 $16,094 - $20,250	500 Added 125.0%	900 $36,000
Q2 2023 Aug 10, 2023	BUY	$35.21 - $37.75 $14,084 - $15,100	400 New	400 $15,000
Q3 2021 Nov 16, 2021	SELL	N/A	-50 Reduced 7.46%	620 $28,000
Q1 2021 May 17, 2021	SELL	N/A	-27 Reduced 3.87%	670 $26,000
Q2 2020 Aug 12, 2020	SELL	N/A	-63 Reduced 8.29%	697 $24,000

Q1 2020 May 14, 2020	BUY	N/A	63 Added 9.04%	760 $24,000
Q3 2019 Nov 14, 2019	SELL	N/A	-48 Reduced 6.44%	697 $27,000
Q2 2019 Aug 20, 2019	SELL	N/A	-45 Reduced 5.7%	745 $27,000
Q1 2019 May 10, 2019	SELL	N/A	-88 Reduced 10.02%	790 $29,000
Q4 2018 Feb 14, 2019	BUY	N/A	878 New	878 $27,000

Others Institutions Holding XLRE

# of Institutions

741

Shares Held

114M

Call Options Held

410K

Put Options Held

1.05M

Creative Planning Overland Park, KS

24.4M
Shares

$933 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$719 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$198 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$139 Million
0.08% of portfolio
Harel Insurance Investments & Financial Services Ltd.

2.92M
Shares

$111 Million
2.23% of portfolio

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
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