Wealth Advisors Of Tampa Bay, LLC Select Sector Spdr Tr Real Est Transaction History

Wealth Advisors Of Tampa Bay, LLC

$206 Million
Q1 2024

A detailed history of Wealth Advisors Of Tampa Bay, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealth Advisors Of Tampa Bay, LLC holds 77,331 shares of XLRE stock, worth $2.97 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

77,331

Previous 77,046 0.37%

Holding current value

$2.97 Million

Previous $3.09 Million 0.97%

% of portfolio

1.48%

Previous 1.59%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$37.55 - $40.43 $10,701 - $11,522	285 Added 0.37%	77,331 $3.06 Million
Q4 2023 Jan 24, 2024	SELL	$32.19 - $40.5 $2.75 Million - $3.45 Million	-85,282 Reduced 52.54%	77,046 $3.09 Million
Q3 2023 Oct 31, 2023	BUY	$33.6 - $38.97 $2.75 Million - $3.19 Million	81,934 Added 101.92%	162,328 $5.53 Million
Q2 2023 Aug 02, 2023	SELL	$35.21 - $37.75 $9,506 - $10,192	-270 Reduced 0.33%	80,394 $3.03 Million
Q1 2023 Apr 17, 2023	BUY	$34.62 - $41.83 $13,467 - $16,271	389 Added 0.48%	80,664 $3.02 Million

Q4 2022 Feb 14, 2023	BUY	$36.0 - $39.47 $141,840 - $155,511	3,940 Added 5.16%	80,275 $2.96 Million
Q3 2022 Oct 12, 2022	SELL	N/A	-75,775 Reduced 49.82%	76,335 $2.75 Million
Q2 2022 Jul 18, 2022	BUY	N/A	4,780 Added 3.24%	152,110 $6.22 Million
Q1 2022 Apr 25, 2022	BUY	N/A	2,960 Added 2.05%	147,330 $7.12 Million
Q4 2021 Feb 10, 2022	BUY	N/A	74,260 Added 105.92%	144,370 $7.48 Million
Q3 2021 Oct 13, 2021	BUY	N/A	1,550 Added 2.26%	70,110 $3.12 Million
Q2 2021 Jul 27, 2021	BUY	N/A	15,165 Added 28.4%	68,560 $3.04 Million
Q1 2021 Apr 19, 2021	BUY	N/A	53,395 New	53,395 $2.11 Million

Others Institutions Holding XLRE

# of Institutions

740

Shares Held

114M

Call Options Held

410K

Put Options Held

1.05M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Wealth Advisors Of Tampa Bay, LLC Select Sector Spdr Tr Real Est Transaction History