Soa Wealth Advisors, Llc. Select Sector Spdr Tr Real Est Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,590 shares of XLRE stock, worth $65,841. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,590

Previous 1,590 -0.0%

Holding current value

$65,841

Previous $64,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$40.06 - $45.21 $961 - $1,085	-24 Reduced 1.49%	1,590 $64,000
Q3 2024 Oct 08, 2024	BUY	$38.04 - $45.36 $342 - $408	9 Added 0.56%	1,614 $72,000
Q2 2024 Jul 17, 2024	SELL	$35.73 - $39.2 $2,894 - $3,175	-81 Reduced 4.8%	1,605 $61,000
Q1 2024 Apr 10, 2024	BUY	$37.55 - $40.43 $337 - $363	9 Added 0.54%	1,686 $66,000
Q4 2023 Jan 10, 2024	BUY	$32.19 - $40.5 $450 - $567	14 Added 0.84%	1,677 $67,000
Q3 2023 Oct 10, 2023	SELL	$33.6 - $38.97 $7,459 - $8,651	-222 Reduced 11.78%	1,663 $56,000
Q2 2023 Jul 07, 2023	SELL	$35.21 - $37.75 $8,203 - $8,795	-233 Reduced 11.0%	1,885 $71,000
Q1 2023 Apr 28, 2023	BUY	$34.62 - $41.83 $450 - $543	13 Added 0.62%	2,118 $79,000
Q4 2022 Jan 10, 2023	BUY	$33.77 - $39.47 $641 - $749	19 Added 0.91%	2,105 $0
Q3 2022 Oct 07, 2022	BUY	$35.63 - $45.74 $570 - $731	16 Added 0.77%	2,086 $75,000
Q2 2022 Jul 13, 2022	BUY	$38.85 - $50.6 $505 - $657	13 Added 0.63%	2,070 $84,000
Q1 2022 Apr 07, 2022	BUY	$43.98 - $51.33 $395 - $461	9 Added 0.44%	2,057 $99,000
Q4 2021 Jan 13, 2022	BUY	$44.62 - $51.81 $624 - $725	14 Added 0.69%	2,048 $105,000
Q3 2021 Oct 12, 2021	BUY	$44.45 - $48.73 $400 - $438	9 Added 0.44%	2,034 $90,000
Q2 2021 Jul 14, 2021	BUY	$40.12 - $45.73 $401 - $457	10 Added 0.5%	2,025 $89,000
Q1 2021 Apr 26, 2021	BUY	$35.06 - $39.91 $560 - $638	16 Added 0.8%	2,015 $79,000
Q4 2020 Mar 10, 2021	BUY	$33.98 - $37.77 $67,926 - $75,502	1,999 New	1,999 $76,000

Others Institutions Holding XLRE

# of Institutions

853

Shares Held

135M

Call Options Held

838K

Put Options Held

4.48M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Soa Wealth Advisors, Llc. Select Sector Spdr Tr Real Est Transaction History