A detailed history of Sierra Summit Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 13,311 shares of XLRE stock, worth $597,663. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,311
Previous 11,043 20.54%
Holding current value
$597,663
Previous $424 Million 40.18%
% of portfolio
0.14%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$38.04 - $45.36 $86,274 - $102,876
2,268 Added 20.54%
13,311 $595 Million
Q2 2024

Aug 09, 2024

BUY
$35.73 - $39.2 $44,126 - $48,412
1,235 Added 12.59%
11,043 $424 Million
Q1 2024

May 09, 2024

BUY
$37.55 - $40.43 $3,304 - $3,557
88 Added 0.91%
9,808 $388 Million
Q4 2023

Feb 22, 2024

BUY
$32.19 - $40.5 $312,886 - $393,660
9,720 New
9,720 $389 Million

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Sierra Summit Advisors LLC Portfolio

Follow Sierra Summit Advisors LLC 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 Sierra Summit Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sierra Summit Advisors LLC with notifications on news.