Sheets Smith Wealth Management Select Sector Spdr Tr Real Est Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Sheets Smith Wealth Management holds 19,802 shares of XLRE stock, worth $808,119. This represents 0.11% of its overall portfolio holdings.

Number of Shares

19,802

Previous 19,802 -0.0%

Holding current value

$808,119

Previous $760,000 16.32%

% of portfolio

0.11%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$35.73 - $39.2 $8,253 - $9,055	231 Added 1.18%	19,802 $760,000
Q1 2024 May 08, 2024	BUY	$37.55 - $40.43 $47,838 - $51,507	1,274 Added 6.96%	19,571 $773,000
Q4 2023 Feb 06, 2024	SELL	$32.19 - $40.5 $47,866 - $60,223	-1,487 Reduced 7.52%	18,297 $732,000
Q3 2023 Oct 23, 2023	BUY	$33.6 - $38.97 $126,436 - $146,644	3,763 Added 23.49%	19,784 $674,000
Q2 2023 Aug 09, 2023	BUY	$35.21 - $37.75 $30,139 - $32,314	856 Added 5.64%	16,021 $603,000
Q1 2023 May 26, 2023	BUY	$34.62 - $41.83 $523,731 - $632,804	15,128 Added 40886.49%	15,165 $566,000
Q1 2023 May 12, 2023	SELL	$34.62 - $41.83 $523,731 - $632,804	-15,128 Reduced 99.76%	37 $1,000
Q4 2022 Mar 08, 2023	BUY	$33.77 - $39.47 $512,122 - $598,562	15,165 New	15,165 $560,000

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
Industry ETFs

More about XLRE

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Sheets Smith Wealth Management Select Sector Spdr Tr Real Est Transaction History