A detailed history of Talisman Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 18,756 shares of XLRE stock, worth $842,144. This represents 0.87% of its overall portfolio holdings.

Number of Shares
18,756
Previous 15,717 19.34%
Holding current value
$842,144
Previous $603,000 38.81%
% of portfolio
0.87%
Previous 0.7%

Shares

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

Nov 14, 2024

BUY
$38.04 - $45.36 $115,603 - $137,849
3,039 Added 19.34%
18,756 $837,000
Q2 2024

Aug 14, 2024

BUY
$35.73 - $39.2 $10,325 - $11,328
289 Added 1.87%
15,717 $603,000
Q1 2024

May 15, 2024

BUY
$37.55 - $40.43 $183,168 - $197,217
4,878 Added 46.24%
15,428 $609,000
Q4 2023

Feb 13, 2024

BUY
$32.19 - $40.5 $62,126 - $78,165
1,930 Added 22.39%
10,550 $422,000
Q3 2023

Nov 13, 2023

BUY
$33.6 - $38.97 $49,862 - $57,831
1,484 Added 20.8%
8,620 $293,000
Q2 2023

Aug 10, 2023

BUY
$35.21 - $37.75 $251,258 - $269,384
7,136 New
7,136 $268,000

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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