Rooted Wealth Advisors, Inc. Select Sector Spdr Tr Real Est Transaction History

Rooted Wealth Advisors, Inc.

  • $256 Million
  • Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 5,317 shares of XLRE stock, worth $219,857. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,317
Previous 6,470 17.82%
Holding current value
$219,857
Previous $280,000 23.93%
% of portfolio
0.08%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$40.06 - $45.21 $46,189 - $52,127
-1,153 Reduced 17.82%
5,317 $213,000
Q3 2024

Nov 12, 2024
SELL
$38.04 - $45.36 $27,426 - $32,704
-721 Reduced 10.03%
6,470 $280,000
Q2 2024

Jul 25, 2024
BUY
$35.73 - $39.2 $4,466 - $4,900
125 Added 1.77%
7,191 $292,000
Q1 2024

Apr 17, 2024
BUY
$37.55 - $40.43 $23,243 - $25,026
619 Added 9.6%
7,066 $271,000
Q4 2023

Feb 07, 2024
BUY
$32.19 - $40.5 $207,528 - $261,103
6,447 New
6,447 $246,000
Q2 2023

Aug 03, 2023
BUY
$35.21 - $37.75 $1.4 Million - $1.5 Million
39,625 New
39,625 $1.51 Million

Others Institutions Holding XLRE

# of Institutions
825
Shares Held
135M
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
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. 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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email