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

Roberts Wealth Advisors, LLC

$299 Million
Q1 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 8,850 shares of XLRE stock, worth $357,717. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,850

Previous 8,909 0.66%

Holding current value

$357,717

Previous $362,000 2.21%

% of portfolio

0.12%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$39.18 - $43.52 $2,311 - $2,567	-59 Reduced 0.66%	8,850 $370,000
Q4 2024 Jan 16, 2025	SELL	$40.06 - $45.21 $8,813 - $9,946	-220 Reduced 2.41%	8,909 $362,000
Q3 2024 Oct 15, 2024	BUY	$38.04 - $45.36 $12,134 - $14,469	319 Added 3.62%	9,129 $407,000
Q2 2024 Aug 13, 2024	SELL	$35.73 - $39.2 $11,219 - $12,308	-314 Reduced 3.44%	8,810 $338,000
Q1 2024 Apr 17, 2024	BUY	$37.55 - $40.43 $342,606 - $368,883	9,124 New	9,124 $360,000
Q3 2023 Oct 17, 2023	SELL	$33.6 - $38.97 $72,576 - $84,175	-2,160 Reduced 20.18%	8,542 $291,000
Q2 2023 Jul 12, 2023	SELL	$35.21 - $37.75 $30,174 - $32,351	-857 Reduced 7.41%	10,702 $403,000
Q1 2023 Apr 11, 2023	SELL	$34.62 - $41.83 $14,332 - $17,317	-414 Reduced 3.46%	11,559 $432,000
Q4 2022 Jan 10, 2023	BUY	$33.77 - $39.47 $135,856 - $158,787	4,023 Added 50.6%	11,973 $0
Q3 2022 Oct 13, 2022	BUY	$35.63 - $45.74 $6,555 - $8,416	184 Added 2.37%	7,950 $281,000
Q2 2022 Jul 11, 2022	BUY	$38.85 - $50.6 $1,165 - $1,518	30 Added 0.39%	7,766 $320,000
Q1 2022 Apr 12, 2022	BUY	$43.98 - $51.33 $8,224 - $9,598	187 Added 2.48%	7,736 $381,000
Q4 2021 Jan 12, 2022	BUY	$44.62 - $51.81 $9,370 - $10,880	210 Added 2.86%	7,549 $387,000
Q3 2021 Oct 12, 2021	BUY	$44.45 - $48.73 $326,218 - $357,629	7,339 New	7,339 $326,000

Others Institutions Holding XLRE

# of Institutions

855

Shares Held

136M

Call Options Held

838K

Put Options Held

4.48M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Account

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