Walkner Condon Financial Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Walkner Condon Financial Advisors LLC

  • $459 Million
  • Q2 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 7,551 shares of XLRE stock, worth $307,552. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,551
Previous 12,137 37.79%
Holding current value
$307,552
Previous $479,000 39.46%
% of portfolio
0.06%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$35.73 - $39.2 $163,857 - $179,771
-4,586 Reduced 37.79%
7,551 $290,000
Q1 2024

Apr 22, 2024
SELL
$37.55 - $40.43 $223,009 - $240,113
-5,939 Reduced 32.86%
12,137 $479,000
Q4 2023

Jan 23, 2024
SELL
$32.19 - $40.5 $260,417 - $327,645
-8,090 Reduced 30.92%
18,076 $724,000
Q3 2023

Oct 19, 2023
SELL
$33.6 - $38.97 $99,892 - $115,857
-2,973 Reduced 10.2%
26,166 $891,000
Q2 2023

Jul 21, 2023
SELL
$35.21 - $37.75 $162,142 - $173,838
-4,605 Reduced 13.65%
29,139 $1.1 Million
Q1 2023

Apr 20, 2023
SELL
$34.62 - $41.83 $16,721 - $20,203
-483 Reduced 1.41%
33,744 $1.26 Million
Q4 2022

Jan 25, 2023
SELL
$36.0 - $39.47 $90,504 - $99,227
-2,514 Reduced 6.84%
34,227 $0
Q3 2022

Oct 28, 2022
BUY
N/A
1,440 Added 4.08%
36,741 $1.32 Million
Q2 2022

Aug 04, 2022
BUY
N/A
3,766 Added 11.94%
35,301 $1.44 Million
Q1 2022

May 03, 2022
BUY
N/A
3,276 Added 11.59%
31,535 $1.52 Billion
Q4 2021

Feb 11, 2022
BUY
N/A
12,426 Added 78.48%
28,259 $0
Q3 2021

Nov 04, 2021
BUY
N/A
15,833 New
15,833 $705,000

Others Institutions Holding XLRE

# of Institutions
731
Shares Held
113M
Call Options Held
410K
Put Options Held
1.05M
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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