Sowell Financial Services LLC Select Sector Spdr Tr Real Est Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Sowell Financial Services LLC holds 19,485 shares of XLRE stock, worth $763,422. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,485
Previous 19,597 0.57%
Holding current value
$763,422
Previous $752,000 15.69%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 04, 2024
SELL
$38.04 - $45.36 $4,260 - $5,080
-112 Reduced 0.57%
19,485 $870,000
Q2 2024

Aug 13, 2024
SELL
$35.73 - $39.2 $54,738 - $60,054
-1,532 Reduced 7.25%
19,597 $752,000
Q1 2024

May 03, 2024
SELL
$37.55 - $40.43 $27,035 - $29,109
-720 Reduced 3.3%
21,129 $835,000
Q4 2023

Jan 24, 2024
BUY
$32.19 - $40.5 $703,319 - $884,884
21,849 New
21,849 $875,000
Q2 2021

Aug 05, 2021
SELL
$40.12 - $45.73 $296,286 - $337,716
-7,385 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$35.06 - $39.91 $85,160 - $96,941
2,429 Added 49.01%
7,385 $309,000
Q4 2020

Jan 13, 2021
SELL
$33.98 - $37.77 $131,876 - $146,585
-3,881 Reduced 43.92%
4,956 $181,000
Q3 2020

Nov 12, 2020
BUY
$33.85 - $37.14 $214,202 - $235,021
6,328 Added 252.21%
8,837 $312,000
Q2 2020

Aug 13, 2020
SELL
$29.12 - $37.86 $6,027 - $7,837
-207 Reduced 7.62%
2,509 $87,000
Q1 2020

May 12, 2020
SELL
$25.46 - $41.93 $40,659 - $66,962
-1,597 Reduced 37.03%
2,716 $84,000
Q4 2019

Feb 07, 2020
SELL
$37.47 - $40.18 $204,698 - $219,503
-5,463 Reduced 55.88%
4,313 $0
Q3 2019

Nov 14, 2019
SELL
$38.59 - $39.55 $101,723 - $104,253
-2,636 Reduced 21.24%
9,776 $385,000
Q1 2019

May 15, 2019
BUY
N/A
12,412 New
12,412 $0

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

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email