Wambolt & Associates, LLC Select Sector Spdr Tr Real Est Transaction History

Wambolt & Associates, LLC

  • $366 Million
  • Q3 2024

A detailed history of Wambolt & Associates, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wambolt & Associates, LLC holds 9,680 shares of XLRE stock, worth $379,262. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,680
Previous 9,067 6.76%
Holding current value
$379,262
Previous $348,000 24.14%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Nov 08, 2024
BUY
$38.04 - $45.36 $23,318 - $27,805
613 Added 6.76%
9,680 $432,000
Q2 2024

Aug 07, 2024
BUY
$35.73 - $39.2 $16,435 - $18,032
460 Added 5.34%
9,067 $348,000
Q1 2024

Apr 30, 2024
BUY
$37.55 - $40.43 $58,991 - $63,515
1,571 Added 22.33%
8,607 $340,000
Q4 2023

Feb 07, 2024
BUY
$32.19 - $40.5 $226,488 - $284,958
7,036 New
7,036 $281,000

Others Institutions Holding XLRE

# of Institutions
823
Shares Held
141M
Call Options Held
704K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Wambolt & Associates, LLC Portfolio

Follow Wambolt & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wambolt & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wambolt & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email