Private Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Private Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Private Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 98,877 shares of XLRE stock, worth $4.08 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

98,877

Previous 98,386 0.5%

Holding current value

$4.08 Million

Previous $4 Million 3.42%

% of portfolio

1.53%

Previous 1.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$39.18 - $43.52 $19,237 - $21,368	491 Added 0.5%	98,877 $4.14 Million
Q4 2024 Feb 05, 2025	SELL	$40.06 - $45.21 $23,234 - $26,221	-580 Reduced 0.59%	98,386 $4 Million
Q3 2024 Nov 05, 2024	SELL	$38.04 - $45.36 $34,350 - $40,960	-903 Reduced 0.9%	98,966 $4.42 Million
Q2 2024 Jul 23, 2024	BUY	$35.73 - $39.2 $94,184 - $103,331	2,636 Added 2.71%	99,869 $3.84 Million
Q1 2024 May 08, 2024	SELL	$37.55 - $40.43 $180,089 - $193,902	-4,796 Reduced 4.7%	97,233 $3.84 Million
Q4 2023 Jan 23, 2024	BUY	$32.19 - $40.5 $3.28 Million - $4.13 Million	102,029 New	102,029 $4.09 Million
Q1 2020 May 14, 2020	SELL	$25.46 - $41.93 $1.94 Million - $3.19 Million	-76,137 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$37.47 - $40.18 $2.85 Million - $3.06 Million	76,137 New	76,137 $2.94 Million

Others Institutions Holding XLRE

# of Institutions

835

Shares Held

140M

Call Options Held

493K

Put Options Held

2.73M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Private Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History