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

Palumbo Wealth Management LLC

$232 Million
Q2 2024

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 79,324 shares of XLRE stock, worth $3.51 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

79,324

Previous 57,391 38.22%

Holding current value

$3.51 Million

Previous $2.27 Million 34.3%

% of portfolio

1.31%

Previous 1.04%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

730

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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