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 $351,700. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,618
Previous 8,618 -0.0%
Holding current value
$351,700
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

About SELECT SECTOR SPDR TR REAL EST


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