Rtd Financial Advisors, Inc. Select Sector Spdr Tr Real Est Transaction History

Rtd Financial Advisors, Inc.

$789 Million
Q3 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 109,813 shares of XLRE stock, worth $4.48 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

109,813

Previous 148,840 26.22%

Holding current value

$4.48 Million

Previous $5.72 Million 14.19%

% of portfolio

0.62%

Previous 0.77%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$38.04 - $45.36 $1.48 Million - $1.77 Million	-39,027 Reduced 26.22%	109,813 $4.91 Million
Q2 2024 Jul 22, 2024	SELL	$35.73 - $39.2 $115,086 - $126,263	-3,221 Reduced 2.12%	148,840 $5.72 Million
Q1 2024 Apr 19, 2024	SELL	$37.55 - $40.43 $51,105 - $55,025	-1,361 Reduced 0.89%	152,061 $6.01 Million
Q4 2023 Jan 17, 2024	BUY	$32.19 - $40.5 $2.04 Million - $2.57 Million	63,340 Added 70.31%	153,422 $6.15 Million
Q3 2023 Oct 19, 2023	BUY	$33.6 - $38.97 $1.01 Million - $1.17 Million	29,915 Added 49.72%	90,082 $3.07 Million
Q2 2023 Jul 13, 2023	SELL	$35.21 - $37.75 $61,476 - $65,911	-1,746 Reduced 2.82%	60,167 $2.27 Million
Q1 2023 Apr 18, 2023	BUY	$34.62 - $41.83 $1.04 Million - $1.25 Million	29,933 Added 93.6%	61,913 $2.31 Million
Q4 2022 Jan 24, 2023	BUY	$33.77 - $39.47 $155,578 - $181,838	4,607 Added 16.83%	31,980 $0
Q3 2022 Oct 12, 2022	SELL	$35.63 - $45.74 $13,325 - $17,106	-374 Reduced 1.35%	27,373 $986,000
Q2 2022 Jul 21, 2022	BUY	$38.85 - $50.6 $269,657 - $351,214	6,941 Added 33.36%	27,747 $1.13 Million
Q1 2022 May 03, 2022	BUY	$43.98 - $51.33 $12,006 - $14,013	273 Added 1.33%	20,806 $1.01 Million
Q4 2021 May 02, 2022	BUY	$44.62 - $51.81 $916,182 - $1.06 Million	20,533 New	20,533 $1.06 Million

Others Institutions Holding XLRE

# of Institutions

823

Shares Held

141M

Call Options Held

704K

Put Options Held

4.5M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
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Rtd Financial Advisors, Inc. Select Sector Spdr Tr Real Est Transaction History