Montag A & Associates Inc Select Sector Spdr Tr Real Est Transaction History

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 2024

A detailed history of Montag A & Associates Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Montag A & Associates Inc holds 8,618 shares of XLRE stock, worth $373,331. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,618
Previous 8,618 -0.0%
Holding current value
$373,331
Previous $331,000 16.01%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$35.73 - $39.2 $2.14 Million - $2.35 Million
-59,900 Reduced 87.42%
8,618 $331,000
Q1 2024

May 07, 2024
BUY
$37.55 - $40.43 $18,775 - $20,215
500 Added 0.74%
68,518 $2.71 Million
Q4 2023

Feb 07, 2024
BUY
$32.19 - $40.5 $2.19 Million - $2.75 Million
68,018 New
68,018 $2.72 Million

Others Institutions Holding XLRE

# of Institutions
794
Shares Held
134M
Call Options Held
443K
Put Options Held
2.32M
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 Montag A & Associates Inc Portfolio

Follow Montag A & Associates 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email