Palumbo Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History

Palumbo Wealth Management LLC

  • $289 Million
  • Q1 2025

A detailed history of Palumbo Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 85,432 shares of XLRE stock, worth $3.58 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
85,432
Previous 82,285 3.82%
Holding current value
$3.58 Million
Previous $3.35 Million 6.84%
% of portfolio
1.24%
Previous 1.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$39.18 - $43.52 $123,299 - $136,957
3,147 Added 3.82%
85,432 $3.58 Million
Q4 2024

Jan 30, 2025
BUY
$40.06 - $45.21 $118,898 - $134,183
2,968 Added 3.74%
82,285 $3.35 Million
Q3 2024

Oct 28, 2024
SELL
$38.04 - $45.36 $266 - $317
-7 Reduced 0.01%
79,317 $3.54 Million
Q2 2024

Aug 02, 2024
BUY
$35.73 - $39.2 $783,666 - $859,773
21,933 Added 38.22%
79,324 $3.05 Million
Q1 2024

Apr 15, 2024
BUY
$37.55 - $40.43 $2.16 Million - $2.32 Million
57,391 New
57,391 $2.27 Million

Others Institutions Holding XLRE

# of Institutions
847
Shares Held
151M
Call Options Held
648K
Put Options Held
2.82M
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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