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

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 77 shares of XLRE stock, worth $3,291. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 74 4.05%

Holding current value

$3,291

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$39.18 - $43.52 $117 - $130	3 Added 4.05%	77 $3,000
Q4 2024 Feb 14, 2025	BUY	$40.06 - $45.21 $120 - $135	3 Added 4.23%	74 $3,000
Q3 2024 Nov 14, 2024	BUY	$38.04 - $45.36 $76 - $90	2 Added 2.9%	71 $3,000
Q2 2024 Aug 14, 2024	SELL	$35.73 - $39.2 $678 - $744	-19 Reduced 21.59%	69 $2,000
Q1 2024 May 15, 2024	BUY	$37.55 - $40.43 $1,990 - $2,142	53 Added 151.43%	88 $3,000
Q3 2023 Nov 14, 2023	BUY	$33.6 - $38.97 $100 - $116	3 Added 9.38%	35 $1,000
Q2 2023 Aug 14, 2023	BUY	$35.21 - $37.75 $70 - $75	2 Added 6.67%	32 $1,000
Q1 2023 May 15, 2023	SELL	$34.62 - $41.83 $7,339 - $8,867	-212 Reduced 87.6%	30 $1,000
Q4 2022 Feb 14, 2023	BUY	$33.77 - $39.47 $911 - $1,065	27 Added 12.56%	242 $8,000
Q2 2022 Aug 15, 2022	SELL	$38.85 - $50.6 $8,119 - $10,575	-209 Reduced 49.29%	215 $9,000
Q1 2022 May 16, 2022	BUY	$43.98 - $51.33 $9,191 - $10,727	209 Added 97.21%	424 $20,000
Q4 2021 May 16, 2022	BUY	$44.62 - $51.81 $9,593 - $11,139	215 New	215 $11,000

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

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