Gratus Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Gratus Wealth Advisors, LLC

$580 Billion
Q2 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 72,557 shares of XLRE stock, worth $3.21 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

72,557

Previous 73,106 0.75%

Holding current value

$3.21 Million

Previous $2.61 Billion 12.5%

% of portfolio

0.51%

Previous 0.48%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$35.73 - $39.2 $19,615 - $21,520	-549 Reduced 0.75%	72,557 $2.94 Billion
Q1 2024 May 09, 2024	BUY	$37.55 - $40.43 $9,687 - $10,430	258 Added 0.35%	73,106 $2.61 Billion
Q4 2023 May 09, 2024	BUY	$32.19 - $40.5 $2.34 Million - $2.95 Million	72,848 New	72,848 $2.92 Billion

Others Institutions Holding XLRE

# of Institutions

730

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Gratus Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History