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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Modern Wealth Management, LLC holds 630,478 shares of XLRE stock, worth $26.6 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
630,478
Previous 7,003 8902.97%
Holding current value
$26.6 Million
Previous $313 Million 8370.47%
% of portfolio
0.93%
Previous 0.02%

Shares

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

Feb 11, 2025
BUY
$40.06 - $45.21 $25 Million - $28.2 Million
623,475 Added 8902.97%
630,478 $26.5 Billion
Q3 2024

Nov 05, 2024
BUY
$38.04 - $45.36 $38 - $45
1 Added 0.01%
7,003 $313 Million
Q2 2024

Aug 07, 2024
BUY
$35.73 - $39.2 $71 - $78
2 Added 0.03%
7,002 $269 Million
Q1 2024

May 13, 2024
BUY
$37.55 - $40.43 $6,796 - $7,317
181 Added 2.65%
7,000 $265 Million
Q4 2023

Feb 14, 2024
BUY
$32.19 - $40.5 $219,503 - $276,169
6,819 New
6,819 $273 Million

Others Institutions Holding XLRE

# of Institutions
845
Shares Held
134M
Call Options Held
838K
Put Options Held
4.48M
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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email