Merriman Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 158,722 shares of XLRE stock, worth $6.1 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
158,722
Previous 162,708 2.45%
Holding current value
$6.1 Million
Previous $6.52 Million 3.74%
% of portfolio
0.29%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$37.55 - $40.43 $149,674 - $161,153
-3,986 Reduced 2.45%
158,722 $6.27 Million
Q4 2023

Feb 13, 2024
BUY
$32.19 - $40.5 $5.24 Million - $6.59 Million
162,708 New
162,708 $6.52 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-184,613 Closed
0 $0
Q2 2020

Jul 31, 2020
BUY
N/A
184,613 New
184,613 $6.43 Million

Others Institutions Holding XLRE

# of Institutions
740
Shares Held
114M
Call Options Held
410K
Put Options Held
1.05M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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