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

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

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 8,909 shares of XLRE stock, worth $370,168. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,909
Previous 9,129 2.41%
Holding current value
$370,168
Previous $407,000 11.06%
% of portfolio
0.12%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
819
Shares Held
139M
Call Options Held
704K
Put Options Held
4.5M
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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