Summit Financial, LLC Select Sector Spdr Tr Real Est Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Summit Financial, LLC holds 21,929 shares of XLRE stock, worth $927,377. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,929
Previous 8,946 145.13%
Holding current value
$927,377
Previous $399,000 123.31%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Feb 12, 2025
BUY
$40.06 - $45.21 $520,098 - $586,961
12,983 Added 145.13%
21,929 $891,000
Q3 2024

Nov 12, 2024
BUY
$38.04 - $45.36 $340,305 - $405,790
8,946 New
8,946 $399,000
Q3 2023

Nov 07, 2023
BUY
$33.6 - $38.97 $59,102 - $68,548
1,759 Added 10.58%
18,381 $626,000
Q2 2023

Aug 11, 2023
BUY
$35.21 - $37.75 $84,187 - $90,260
2,391 Added 16.8%
16,622 $626,000
Q1 2023

May 03, 2023
BUY
$34.62 - $41.83 $492,677 - $595,282
14,231 New
14,231 $531,000

Others Institutions Holding XLRE

# of Institutions
843
Shares Held
134M
Call Options Held
838K
Put Options Held
4.48M
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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