A detailed history of Pinnacle Family Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 19,755 shares of XLRE stock, worth $805,411. This represents 0.52% of its overall portfolio holdings.

Number of Shares
19,755
Holding current value
$805,411
% of portfolio
0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$38.04 - $45.36 $751,480 - $896,086
19,755 New
19,755 $882,000
Q1 2024

May 15, 2024

BUY
$37.55 - $40.43 $615,744 - $662,971
16,398 New
16,398 $648,000
Q2 2023

Aug 14, 2023

BUY
$35.21 - $37.75 $503,749 - $540,089
14,307 New
14,307 $539,000

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, 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 Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.