Strategic Wealth Advisors Group, LLC Select Sector Spdr Tr Real Est Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 103,098 shares of XLRE stock, worth $4.56 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

103,098

Previous 100,736 2.34%

Holding current value

$4.56 Million

Previous $4.17 Million 10.94%

% of portfolio

0.16%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$35.63 - $45.74 $84,158 - $108,037	2,362 Added 2.34%	103,098 $3.71 Million
Q2 2022 Aug 12, 2022	BUY	$38.85 - $50.6 $188,772 - $245,865	4,859 Added 5.07%	100,736 $4.17 Million
Q1 2022 May 10, 2022	BUY	$43.98 - $51.33 $1.33 Million - $1.56 Million	30,333 Added 46.28%	95,877 $4.65 Million
Q4 2021 Feb 16, 2022	BUY	$44.62 - $51.81 $1.32 Million - $1.53 Million	29,539 Added 82.04%	65,544 $3.36 Million
Q3 2021 Nov 17, 2021	SELL	$44.45 - $48.73 $162,820 - $178,497	-3,663 Reduced 9.23%	36,005 $1.6 Million
Q2 2021 Aug 10, 2021	BUY	$40.12 - $45.73 $162,084 - $184,749	4,040 Added 11.34%	39,668 $1.76 Million
Q1 2021 May 07, 2021	BUY	$35.06 - $39.91 $49,259 - $56,073	1,405 Added 4.11%	35,628 $1.41 Million
Q4 2020 Feb 12, 2021	BUY	$33.98 - $37.77 $1.16 Million - $1.29 Million	34,223 New	34,223 $1.25 Million

Others Institutions Holding XLRE

# of Institutions

729

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Select Sector Spdr Tr Real Est Transaction History