Wealthspire Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 35,347 shares of XLRE stock, worth $1.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

35,347

Previous 46,216 23.52%

Holding current value

$1.44 Million

Previous $1.78 Million 11.1%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.04 - $45.36 $413,456 - $493,017	-10,869 Reduced 23.52%	35,347 $1.58 Million
Q2 2024 Aug 08, 2024	SELL	$35.73 - $39.2 $1.98 Million - $2.17 Million	-55,279 Reduced 54.46%	46,216 $1.78 Million
Q1 2024 May 06, 2024	SELL	$37.55 - $40.43 $821,105 - $884,082	-21,867 Reduced 17.73%	101,495 $4.01 Million
Q4 2023 Feb 06, 2024	BUY	$32.19 - $40.5 $3.97 Million - $5 Million	123,362 New	123,362 $4.94 Million
Q4 2020 Feb 16, 2021	SELL	$33.98 - $37.77 $207,685 - $230,850	-6,112 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$33.85 - $37.14 $206,891 - $226,999	6,112 New	6,112 $216,000
Q1 2019 May 08, 2019	SELL	N/A	-85 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	85 New	85 $3,000

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

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Wealthspire Advisors, LLC Select Sector Spdr Tr Real Est Transaction History