A detailed history of Waterway Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 19,011 shares of XLRE stock, worth $841,046. This represents 0.36% of its overall portfolio holdings.

Number of Shares
19,011
Previous 10,573 79.81%
Holding current value
$841,046
Previous $418 Million 74.71%
% of portfolio
0.36%
Previous 0.18%

Shares

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

Jul 25, 2024

BUY
$35.73 - $39.2 $301,489 - $330,769
8,438 Added 79.81%
19,011 $730 Million
Q1 2024

Apr 18, 2024

BUY
$37.55 - $40.43 $15,620 - $16,818
416 Added 4.1%
10,573 $418 Million
Q4 2023

Jan 17, 2024

BUY
$32.19 - $40.5 $326,953 - $411,358
10,157 New
10,157 $407 Million

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


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