Soltis Investment Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 20,305 shares of XLRE stock, worth $852,810. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,305
Previous 8,949 126.9%
Holding current value
$852,810
Previous $399,000 106.77%
% of portfolio
0.08%
Previous 0.04%

Shares

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

Jan 29, 2025
BUY
$40.06 - $45.21 $454,921 - $513,404
11,356 Added 126.9%
20,305 $825,000
Q3 2024

Nov 18, 2024
SELL
$38.04 - $45.36 $60,217 - $71,804
-1,583 Reduced 15.03%
8,949 $399,000
Q2 2024

Aug 12, 2024
SELL
$35.73 - $39.2 $120,660 - $132,378
-3,377 Reduced 24.28%
10,532 $404,000
Q1 2024

Apr 29, 2024
BUY
$37.55 - $40.43 $79,042 - $85,105
2,105 Added 17.83%
13,909 $549,000
Q4 2023

Jan 26, 2024
BUY
$32.19 - $40.5 $379,970 - $478,062
11,804 New
11,804 $472,000

Others Institutions Holding XLRE

# of Institutions
826
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
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