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 8,909 shares of XLRE stock, worth $366,159. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,909
Previous 9,173 2.88%
Holding current value
$366,159
Previous $373,000 0.27%
% of portfolio
0.13%
Previous 0.12%

Shares

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

May 09, 2025

SELL
$39.18 - $43.52 $10,343 - $11,489
-264 Reduced 2.88%
8,909 $372,000
Q4 2024

Feb 11, 2025

SELL
$40.06 - $45.21 $20,310 - $22,921
-507 Reduced 5.24%
9,173 $373,000
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

About SELECT SECTOR SPDR TR REAL EST


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