A detailed history of Loveless Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Loveless Wealth Management LLC holds 38,626 shares of XLRE stock, worth $1.7 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
38,626
Previous 38,226 1.05%
Holding current value
$1.7 Million
Previous $1.85 Million 14.56%
% of portfolio
1.03%
Previous 1.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$38.85 - $50.6 $15,540 - $20,240
400 Added 1.05%
38,626 $1.58 Million
Q1 2022

May 11, 2022

BUY
$43.98 - $51.33 $78,724 - $91,880
1,790 Added 4.91%
38,226 $1.85 Million
Q4 2021

Feb 14, 2022

BUY
$44.62 - $51.81 $161,970 - $188,070
3,630 Added 11.07%
36,436 $1.89 Million
Q3 2021

Nov 12, 2021

BUY
$44.45 - $48.73 $455,390 - $499,238
10,245 Added 45.41%
32,806 $1.46 Million
Q2 2021

Jul 28, 2021

BUY
$40.12 - $45.73 $296,486 - $337,944
7,390 Added 48.71%
22,561 $1 Million
Q1 2021

May 03, 2021

BUY
$35.06 - $39.91 $74,502 - $84,808
2,125 Added 16.29%
15,171 $599,000
Q4 2020

Jan 27, 2021

BUY
$33.98 - $37.77 $41,795 - $46,457
1,230 Added 10.41%
13,046 $477,000
Q3 2020

Oct 14, 2020

BUY
$33.85 - $37.14 $105,442 - $115,691
3,115 Added 35.8%
11,816 $417,000
Q2 2020

Aug 10, 2020

BUY
$29.12 - $37.86 $58,676 - $76,287
2,015 Added 30.14%
8,701 $303,000
Q1 2020

Apr 20, 2020

BUY
$25.46 - $41.93 $32,334 - $53,251
1,270 Added 23.45%
6,686 $207,000
Q4 2019

Jan 23, 2020

BUY
$37.47 - $40.18 $202,937 - $217,614
5,416 New
5,416 $209,000

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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