Jessup Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History

Jessup Wealth Management, Inc

  • $235 Billion
  • Q4 2024

A detailed history of Jessup Wealth Management, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 119,977 shares of XLRE stock, worth $5.05 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
119,977
Previous 122,615 2.15%
Holding current value
$5.05 Million
Previous $5.48 Billion 10.91%
% of portfolio
2.08%
Previous 2.51%

Shares

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

Jan 31, 2025
SELL
$40.06 - $45.21 $105,678 - $119,263
-2,638 Reduced 2.15%
119,977 $4.88 Billion
Q3 2024

Oct 09, 2024
BUY
$38.04 - $45.36 $4.66 Million - $5.56 Million
122,615 New
122,615 $5.48 Billion

Others Institutions Holding XLRE

# of Institutions
845
Shares Held
135M
Call Options Held
857K
Put Options Held
4.61M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Jessup Wealth Management, Inc Portfolio

Follow Jessup Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jessup Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jessup Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email