Svb Wealth LLC Select Sector Spdr Tr Real Est Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Svb Wealth LLC holds 3,392 shares of XLRE stock, worth $141,548. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,392

Holding current value

$141,548

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$39.18 - $43.52 $132,898 - $147,619	3,392 New	3,392 $141,000
Q1 2024 May 15, 2024	SELL	$37.55 - $40.43 $61,882 - $66,628	-1,648 Reduced 17.96%	7,530 $297,000
Q4 2023 Jan 30, 2024	SELL	$32.19 - $40.5 $30,709 - $38,637	-954 Reduced 9.42%	9,178 $367,000
Q3 2023 Oct 23, 2023	BUY	$33.6 - $38.97 $3,024 - $3,507	90 Added 0.9%	10,132 $345,000
Q2 2023 Jul 24, 2023	BUY	$35.21 - $37.75 $4,682 - $5,020	133 Added 1.34%	10,042 $378,000
Q1 2023 May 12, 2023	SELL	$34.62 - $41.83 $24,234 - $29,281	-700 Reduced 6.6%	9,909 $370,000
Q4 2022 Feb 10, 2023	BUY	$33.77 - $39.47 $358,265 - $418,737	10,609 New	10,609 $391,000
Q2 2020 Aug 05, 2020	SELL	$29.12 - $37.86 $606,773 - $788,888	-20,837 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$25.46 - $41.93 $41,754 - $68,765	-1,640 Reduced 7.3%	20,837 $646,000
Q4 2019 Feb 13, 2020	BUY	$37.47 - $40.18 $842,213 - $903,125	22,477 New	22,477 $869,000

Others Institutions Holding XLRE

# of Institutions

844

Shares Held

151M

Call Options Held

648K

Put Options Held

2.82M

Creative Planning Overland Park, KS

34.5M
Shares

$1.44 Billion
1.36% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$797 Million
0.07% of portfolio
Auto Owners Insurance CO Lansing, MI

13.4M
Shares

$557 Million
4.28% of portfolio
Morgan Stanley New York, NY

6.83M
Shares

$285 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

4.03M
Shares

$168 Million
0.04% of portfolio

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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