Tandem Wealth Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Tandem Wealth Advisors LLC

  • $186 Million
  • Q1 2025

A detailed history of Tandem Wealth Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 8,905 shares of XLRE stock, worth $372,496. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,905
Previous 7,104 25.35%
Holding current value
$372,496
Previous $288,000 29.17%
% of portfolio
0.2%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$39.18 - $43.52 $70,563 - $78,379
1,801 Added 25.35%
8,905 $372,000
Q4 2024

Feb 13, 2025
BUY
$40.06 - $45.21 $18,748 - $21,158
468 Added 7.05%
7,104 $288,000
Q3 2024

Nov 13, 2024
BUY
$38.04 - $45.36 $874 - $1,043
23 Added 0.35%
6,636 $296,000
Q3 2023

Oct 27, 2023
BUY
$33.6 - $38.97 $222,196 - $257,708
6,613 New
6,613 $225,000

Others Institutions Holding XLRE

# of Institutions
844
Shares Held
151M
Call Options Held
648K
Put Options Held
2.82M
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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