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

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 40,516 shares of XLRE stock, worth $1.75 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

40,516

Previous 41,191 1.64%

Holding current value

$1.75 Million

Previous $1.84 Million 10.49%

% of portfolio

0.23%

Previous 0.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$40.06 - $45.21 $27,040 - $30,516	-675 Reduced 1.64%	40,516 $1.65 Million
Q3 2024 Nov 12, 2024	SELL	$38.04 - $45.36 $26,475 - $31,570	-696 Reduced 1.66%	41,191 $1.84 Million
Q2 2024 Aug 07, 2024	SELL	$35.73 - $39.2 $14,363 - $15,758	-402 Reduced 0.95%	41,887 $1.61 Million
Q1 2024 May 14, 2024	BUY	$37.55 - $40.43 $41,305 - $44,473	1,100 Added 2.67%	42,289 $1.67 Million
Q4 2023 Feb 05, 2024	BUY	$32.19 - $40.5 $111,634 - $140,454	3,468 Added 9.19%	41,189 $1.65 Million
Q3 2023 Nov 03, 2023	SELL	$33.6 - $38.97 $9,643 - $11,184	-287 Reduced 0.76%	37,721 $1.29 Million
Q2 2023 Aug 11, 2023	BUY	$35.21 - $37.75 $18,942 - $20,309	538 Added 1.44%	38,008 $1.43 Million
Q1 2023 May 02, 2023	BUY	$34.62 - $41.83 $206,508 - $249,515	5,965 Added 18.93%	37,470 $1.4 Million
Q4 2022 Jan 19, 2023	BUY	$33.77 - $39.47 $571,118 - $667,516	16,912 Added 115.89%	31,505 $0
Q3 2022 Nov 04, 2022	BUY	$35.63 - $45.74 $509,722 - $654,356	14,306 Added 4984.67%	14,593 $525,000
Q3 2020 Nov 12, 2020	SELL	$33.85 - $37.14 $5,585 - $6,128	-165 Reduced 36.5%	287 $10,000
Q2 2020 Aug 13, 2020	BUY	$29.12 - $37.86 $13,162 - $17,112	452 New	452 $16,000

Others Institutions Holding XLRE

# of Institutions

848

Shares Held

134M

Call Options Held

838K

Put Options Held

4.48M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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